Cockpit User Management

The cockpit users can be managed by soobr employees and by users with the roles ‘Project manager’ and ‘Project manager extended’.

Authorization structure

There are three attributes in the business entity, which have a significant impact on the authorizations:

• Owner
• Service provider
• Customer

A user can have one role for each attribute.

If a user has the role of an owner (A) and the role of a service provider (B), they will see:

1. All business entities that belong to service provider B, but not those that concern owner A. He sees these units with the rights of service provider B.

2. If the user also has roles for all business entities that belong to both service provider B and owner A, they receive the rights of owner A.

To summarize: The user's view and rights depend on the assigned roles and their combination.

Create / customize users

Add new authorization can be used to assign new authorizations per level.

The special business entity level can set a specific authorization for a single business entity.

As soon as the new user has been created, this user receives an e-mail to the address previously specified. This e-mail contains the user name, password and a link to the Cockpit. The new user now only has to log in and can get started.

Two-factor authentication

For soobr employees who can view all business entities, it is mandatory to use two-factor authentication. For customers, the function can be enabled if desired. If the SMS variant is selected, the cell phone number must be stored. For the token function, a soobr developer must create the QR tag.

 

Chat

For certain roles the chat can be activated. Only if the correct role is selected, the chat will be enabled.

If "show this user all business entities" is selected, the overlapping roles will be visible. This function may ONLY be used for soobr project managers. No customer may have this access.

Roles

Roles specify what the user sees on a business entity and what he can do. At the moment there are the following roles:

Role	Usage	Access right	Chat
Admin	Soobr development	All access	No
Superuser extended	Soobr business user with alpha feature access	sees all business relevant settings	No
Superuser	Soobr business user	sees all business relevant settings	No
Projectmanager extended	Expert user from the customer	For expert user of soobr. Normally not needed.	Yes
Projectmanager	Superuser from the customer	Can edit all business entity data and activate the features document manager, material ordering, quality control and order management. Can create and delete users.	Yes
Provider Project manager	Cleaning tour manager incl. performance figures	Can only edit the performance figures in the settings for the area types, he cannot activate or deactivate any cleaning categories/performance types. Can make all settings relating to route planning. Can create and delete users.	Yes
Owner Project manager	Building manager without performance figures	Can make almost all settings for the cleaning process except the performance figures. Cannot make any settings/changes in the route planning.	Yes
Team leader	Teamleader customer	Is able to edit some data	Yes
Manager	Readonly user	Sees all features but with no change possibility	No
Customer expanded	End customer	End customer with access right including calculation	No
Customer all without calculations	End customer	All access (readonly) but now calculation	No
Customer	End customer	End customer with minimal access right	No
Customer analytics only	End customer	End customer with only reduced analytics access	No
Quality feedback users	End customer / Quality control user	Able to give feedback on the quality control	No
Customer tour activities and QC	End customer	Sees only the "Tour activities" and "Quality control" tabs	Yes
Customer modify tour only	End customer or Teamleader	Sees everything, but can only edit the settings that affect the tour modification and not the bill of quantities	Yes
Customer with IoT access	End customer	Sees, in addition to the customer registers, the IoT settings	Yes
Sales (soobr)	Sales soobr	Demo access only for soobr economic entities	Yes
Sales ready only (soobr)	Sales soobr	Read only access for soobr Sales depending on the customer contract	No
Easy Project leader	Superuser customer side project form "easy"	Can edit all business entity data of an Easy project	Yes
Special Roles
inventory Manager	Soobr CFO	Is able to manage tablets	No
Tablet Provider	For external tablet providers	Can only add tablets to the system	No
CAD Plan Provider	For external plan provider	Sees only the plan upload for new economic entitites	No