Assign Admin Roles

  1. From the main menu, select Admin at the bottom of the column, then under the Manage Platform heading, click Administrators.

  2. On the left, search for and select the name of the user you want to grant admin access to.

  3. With that user selected, use the panel to the right to select the role(s) that they should have. The full list is available below this section.

  4. Click Apply when you are done to save the changes.

Note: The list of roles that you can assign is determined by the roles that you currently have.

Roles

There are a variety of Administrator Roles that grant a user permission to access, or manage certain features. (Note: You cannot change your own permissions.)

Here are all of the administrator roles available:

  • Usage Reporting: This role grants the ability to run usage reports (FPUSG).

  • Custom Collections: This role grants the ability to add documents to a Custom Collection (FPCCC) and to add documents to a Block Collection (FPCCC).

  • Sales Representative: As a sales representative (account manager), this administrator can create, add, and renew customer collections, as well as see all subscription requests for every account. The administrator can also access usage reports when accessing the customer's subaccount if the account is set up.

  • Data Ownership Management: This role grants the ability to manage users’ shared data (delete or change ownership; change sharing settings).

  • RLMT: (Reference Linking Maintenance Tool). This role grants the ability to use the RLMT tool to create, modify, and delete reference-linking-solution links (RLS).

  • Custom Sections: This role grants the ability to set account preferences (FPCST) such as adding a custom message to the home page (FPCST), adding company's logo to Engineering Workbench  (FPCST), and the ability to review subscription requests that a user submits (no functional PCN).

  • Note: This role grants the ability to create, modify, and delete account notes, which will be viewable to all users of the subaccount in which the note was created.

  • My Publications: Grants access to the My Publications feature.

  • Knowledge Collection Administrator: Grants the ability to manage default search settings, such as user access to sources and categories of sources, and users' default search settings.

  • Intelligent Linking Tool: Grant the ability to access and use the Intelligent Linking tool that enables you to create links to Codes & Standards that are referenced in your documents.