User Roles
In StackDX you can assign different user roles to individuals depending on their needs. Each user role will have different access/permissions to certain features and functions within StackDX. This section will guide you through a summary of the available Asset User Roles in StackDX and their associated actions they can perform.
Assets Read
Apply this role if the user is only required to view, share, download and export all assets and document types (Wells, Surface Locations, Facilities and Pipelines).
View/Search assets and documents
Download asset documents
Export asset lists to Excel
Share asset documents via email either to internal users or external third party users
View Accessible Projects
Export Projects to Excel
View Wells, Surface Locations, Facilities and Pipelines via StackDX Maps
Wells & Locations Write
Apply this role if the user is required to perform fundamental tasks (Upload, Edit, Modify, etc.) for Wells & Locations assets/documents.
All Asset Read role actions
Upload Well & Location Documents
Move/Copy/Merge/Delete/Restore Well & Location Documents
Edit Document Information (Category, Title, Document Type, Doc Date, File Name)
Set Document as ‘Mark As Reviewed’
Create Well & Location Folders
Add/Delete Linked Folders
Create/Edit Surface Locations
Edit Wells not in Land/Source System
Access to Microsoft Office 365 Editor
Access to PDF Editor
Access to PDF Splitter
Create/Assign Internal Projects with ‘Contacts Only’ access
Add/Modify Wells & Locations in Owned/Accessible Projects
Access to view and refresh Project Criteria settings
Facilities & Pipelines Write
Apply this role if the user is required to perform fundamental tasks (Upload, Edit, Modify, etc.) for Facilities & Pipelines assets/documents.
All Asset Read role actions
Upload Facilities & Pipelines Documents
Move/Copy/Merge/Delete/Restore Facilities & Pipeline Documents
Edit Document Information (Category, Title, Document Type, Doc Date, File Name)
Set Document as ‘Mark As Reviewed’
Create Facilities & Pipelines Folders
Add/Delete Linked Folders
Access to Microsoft Office 365 Editor
Access to PDF Editor
Access to PDF Splitter
Create Internal Projects (‘Contacts Only’ access)
Add/Modify Facilities & Pipelines in Owned/Accessible Projects
Access to view and refresh Project Criteria settings
Wells & Locations Admin
Apply this role if the user is required to perform administrative system tasks for Wells & Locations assets/documents.
All Asset Read & Write role actions
Set ‘Sent to Regulator’ dates
Set ‘Sent to Partner’ dates
Add Licensed/Planned Wells
Soft Delete Wells not in Land/Source System
Soft Delete Surface Locations
Access to the ‘Well Compare’ module
Generate Admin Reports
Stack Mapping for Wells
Create/Assign Internal Projects with ‘Assets Read’ or ‘Wells & Locations Write’ users access
Grant External Access/Create Invites to Projects
Add Internal Users to Projects
Modify Project Criteria settings
Set Projects as Active/Inactive
Facilities & Pipelines Admin
Apply this role if the user is required to perform administrative system tasks for Facilities & Pipelines assets/documents.
All Asset Read & Write role actions
Set ‘Sent to Regulator’ dates
Set ‘Sent to Partner’ dates
Soft Delete Facilities & Pipelines not in Land/Source System
Generate Admin Reports
Stack Mapping for Facilities & Pipelines
Create/Assign Internal Projects with ‘Assets Read’ users access
Grant External Access/Create Invites to Projects
Add Internal Users to Projects
Modify Project Criteria settings
Set Projects as Active/Inactive
Client Admin
Apply this role if the users’ needs are focused on administrative user management of your StackDX site.
Edit User information (Name, Phone #, Land User ID, Accounting User ID)
Assign/Update User Roles
Set users as Active/Inactive
View users Land/Asset Search and Notification Preferences
Create Invites to new users
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