In the Calculus portal, user rights determine what a user can view and what a user can do. Rights limit access to modules, screens, and actions so that users can only do what is required for their role.
User rights determine which menus and pages are visible.
User rights determine which actions are available (e.g. create, edit, delete, export).
Some rights are basic rights (access), others are management rights (changes), or administrator rights (managing other users).
Company level and project level
User rights can be granted at two levels. The correct level is essential: a right at project level applies only within that project, while a right at company level applies within the company context (and often across multiple projects).
Project level (project rights)
Applies only within one specific project.
Typically used for operational rights: viewing projects, reporting, scheduling.
Example: a user can download reports in Project A, but not in Project B.
Company level (company rights)
Applies within the full company context.
Typically used for broader management capabilities: creating projects, managing the company, managing users, managing rights.
Example: an administrator whose responsibility is to manage users and rights for the entire organisation.
When rights are missing (symptoms)
When a user does not have a specific right, this can show up in different ways. The overview below helps you quickly determine whether an issue is caused by missing rights.
What do you see in the portal? | What does this usually mean? |
|---|---|
A menu item or module is missing. | The basic right for that module is missing (access). |
Buttons such as Add/Edit/Delete are missing or inactive. | You have view access, but you are missing the management right. |
An action shows an error (e.g. “insufficient rights”). | You are missing the specific right for that action or the correct level (company vs. project). |
A project is not visible or won’t open. | Usually ViewProject is missing (project access). |
Common actions and required rights
This section is intended as a quick reference: start here when you want to know which right you need for a specific action.
Action | Required Right |
|---|---|
Open a project and view basic data | ViewProject |
View recent measurements and events (Current activity) | ViewCurrentActivity |
Create an asset | AssetManagement |
Edit an asset | AssetManagement |
Delete an asset | AssetManagement |
Create an asset type | AssetManagement |
Edit an asset type | AssetManagement |
Delete an asset type | AssetManagement |
View gateways | GatewayManagement |
Register a gateway | GatewayManagement |
Remove a gateway | GatewayManagement |
Edit gateway settings | GatewaySettings |
Use “Open in Digger” | Digger |
Send an action/command to a gateway/asset | SendGatewayActions |
Use notifications (basic) | Notifications |
Manage notification subscriptions | NotificationManagement |
Manage notification roles/admin | NotificationAdmin |
Acknowledge an event/notification (one by one) | NotificationAcknowledge |
Acknowledge multiple events/notifications in bulk | NotificationBatchAcknowledge |
Create an asset group | ProjectManagement |
Edit an asset group | ProjectManagement |
Delete an asset group | ProjectManagement |
Invite a user to a project | ProjectManagement |
Remove a user from a project | ProjectManagement |
Create a new project | AddProjects |
Manage company settings | CompanyManagement |
Invite a user to a company | UserManagement |
Remove a user from a company | UserManagement |
Give a user rights | UserRightsManagement |
Change a user’s rights | UserRightsManagement |
Create a dashboard | DashboardManagement |
Edit a dashboard | DashboardManagement |
Delete a dashboard | DashboardManagement |
View and generate reports | Reporting |
Download a CSV export | Reporting |
Manage schedules | Scheduling |
Manually enter a measurement/value | ManualInput |
Fill in and submit forms | ManualInput |
Calibrate measurements | CalibrateMeasurements |
Update a file for an asset or asset type | FilesManagement |
Delete a file for an asset or asset type | FilesManagement |
Create a diagram | DiagramManagement |
Edit a diagram | DiagramManagement |
Delete a diagram | DiagramManagement |
Create event actions | EventActions |
Edit event actions | EventActions |
Delete event actions | EventActions |
Create a geofence | GeofenceManagement |
Edit a geofence | GeofenceManagement |
Delete a geofence | GeofenceManagement |
Manage lookups (value lists) | LookupManagement |
View scripts | Scripting |
Run scripts | Scripting |
Edit scripts | ScriptingEdit |
View 360° images | View360Images |
Edit asset locations/markers on the map | ProjectMarkerManagement |
Roles and typical rights packages
Role | Purpose | Typical rights |
|---|---|---|
Customer | View data and consult reports | ViewProject; Reporting; |
Operator | Monitor installations and handle alerts | ViewProject; |
Engineer / Integrator | Technical configuration and management | ViewProject; |
Company Administrator | Manage project structure and team. | ViewProject; Scheduling; CompanyManagement; |
Requesting or changing rights
User rights can only be changed by a user with UserRightsManagement rights. When a user needs additional functionality, this can be requested from the administrator of the Calculus portal within the organisation.
How to request rights
Describe the desired action (e.g. “create asset groups”, “edit dashboards”, “download reports”).
Specify the level: for which project or which company should this apply?
Recommended approach for administrators
Work with standard roles (Viewer/Operator/Engineer/Admin) and grant rights consistently.
Use project-level rights where possible to limit access to the required project.