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Edit asset access

Aprenda cómo funciona el acceso a activos en función de la afiliación al sitio y cómo actualizar el acceso a los activos de su organización a través de la aplicación web.

How does access for assets work?

By default, everyone in your organization can access all assets. But you can control access based on a user's site membership. This helps ensure users only see the assets relevant to them.

Edit asset access via the web app.

With asset access rules in place, you can enhance privacy, reduce information overload, and maintain data control. You can also expect the following key functionalities to be affected.

Functionality

How it works

View assets

Users in your organization can view and select only assets from their assigned sites, including sub-sites.

View and select assets for inspections, actions, and schedules

Users in your organization can view and select only assets from their assigned sites, including sub-sites.

View assigned actions for specific assets

If users are assigned an action for an asset they don't have access to, they'll still get notified and will be able to view the action.

View assets lists when offline

Asset lists may differ when offline. Asset access will apply when you're connected to your mobile network or Wi-Fi.

Scan asset barcodes or QR codes

Users in your organization can scan asset barcodes or QR codes, but will only see assets from their assigned sites, including sub-sites.

Conduct asset maintenance and view asset utilization charts

Users in your organization can view and select only assets from their assigned sites, including sub-sites.

Como creador de un activo, siempre tendrá acceso a él, incluso si pierde el acceso al sitio al que pertenece. Además, si cuenta con permisos de anulación, tendrá acceso completo a los datos de su organización, aunque existan reglas de acceso establecidas.

If your organization has no sites, all assets remain visible to everyone. Deleting a site also makes its assets visible to all users. While sites are included by default for all asset types, they can't be made required.

¿Quiere sacar el máximo partido al control de acceso a activos? Añada sus activos a sitios para lograr una mejor estructuración y mayor visibilidad.

Edit asset access

  1. Log in to the web app.

  2. Select Assets cube iconActivos from the menu on the left-hand side.

  3. Click Icono de configuraciónAjustes on the upper-right of the page.

  4. Click Acceso at the top of the page.

  5. Select any of the following options:

    • All assets: By default, this option is selected. It allows users to access all assets in your organization.

    • By site membership: This option allows users to access assets based on their site membership. Edit asset access via the web app.

Si utiliza API para gestionar activos, se aplicarán las mismas normas de acceso. Para obtener más información sobre las restricciones de las API de activos, consulte nuestra documentación de API.

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