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How to create User roles and assign them to users

Written by Vânia Lourenço

Autodesk Fusion Operations allows you to create and edit user roles, which can then be assigned to users. Whether you're scaling operations, improving data security, or clarifying responsibilities, this capability helps you ensure the right users have the right access.


How to create a User Role

1. Through the users panel (1), select sub panel "Roles" (2), then select "Add Role" (3).

2. The only mandatory field is the Role "Code" (1). However, it is recommended to include a "Description" (optional) (2), as this helps to easily identify each role.

3. For each category listed on the left (1), select from the dropdown the appropriate permission level - Edit, View, None or Approve - (2), according to the user’s access requirements.

Permissions determine what actions you can perform:

Approve - Full access to approve, create, modify, and delete entities. Available only in specific categories.
Authenticate - Access to authenticate, create, modify, and delete entities. Available only in the Devices category.
Edit - Access to create, modify, and delete entities.
View - Read-only access to view entities without making changes.
None - No access to view or edit entities.

4. After assigning access rights to all sections, click Save to create the role.

Note: There are predefined roles already available in the system. All predefined roles can be edited, except for the Admin role. The Admin role has access to all categories, without restrictions. Admin users can only be modified by other admin users, and there always needs to be at least one Admin user enabled at any moment in your Fusion Operations account.

Pro Tip 1: If you want to apply the same access permissions to all sections, you can use the Apply to All option.


Pro Tip 2: There is a search box that filters the table not only by the category, but also by the tooltip. For example, searching by "material" will return the inventory, inventory movements & lots category, as it contains within it the access to the material request feature.



FAQ​

1. Can I add a role to a worker?

No, Roles can be created/assigned only to users.

2. I'm getting the error below "You don't have permission to access this page", how can I fix it?

If you receive the error message above while performing an action, please contact your Admin to request the necessary permissions.

Need help? Request a Fusion Operations expert to contact you here.

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