Roles and responsibilities¶
Smart Maintenance Task Manager has seven built-in roles. A user can be assigned one or more roles, and a role can be held by many users. Permissions come from the role — not from the individual user — which keeps access consistent across an organisation.
The seven roles¶
Technician¶
What they do. Execute maintenance tasks in the field. Walk the plant, complete task forms, capture photos, scan NFC tags, and submit repair requests or shutdown reports when something's wrong.
Where they work. Primarily the mobile app. A minimal web dashboard is available for review purposes.
Key capabilities.
- View assigned tasks.
- Execute tasks (fill forms, capture measurements, attach photos).
- Scan NFC tags and barcodes.
- Submit repair requests.
- Report shutdowns.
Mapper¶
What they do. Build and maintain the data model that everything else hangs off: production sites, lines, sections, assets, task points, components, tasks, safety procedures. Write NFC tags that link a physical asset to its digital record.
Where they work. Both apps. The web portal is easier for bulk editing; the mobile app is essential for NFC writing on the factory floor.
Key capabilities.
- Full CRUD on asset hierarchy.
- Full CRUD on tasks, components, schedules, safety procedures.
- Write NFC tags (mobile app only).
- User management (within their company).
Supervisor¶
What they do. Assign work to technicians, monitor progress in real time, and approve completed tasks. They're the human routing layer between what needs doing and who does it.
Where they work. Web portal. Mobile access is limited to scanning and oversight.
Key capabilities.
- View dashboards and tasks.
- Assign tasks (drag-and-drop).
- Approve or reject completed tasks.
- View and export reports.
Manager¶
What they do. Consume reports and dashboards. The platform's analytics consumers.
Where they work. Web portal.
Key capabilities.
- View dashboards.
- View tasks (read-only).
- View and export all reports.
Admin¶
What they do. Run the company's tenant. Create users, assign roles, manage master data (thresholds, units, products, tools), configure company settings, manage NFC tag lifecycle, and handle everything short of cross-company operations.
Where they work. Web portal.
Key capabilities.
- Every permission available to a single-tenant role.
- User and role management.
- Company settings.
- Master data CRUD.
Viewer¶
What they do. Look at data without the ability to change any of it. Intended for auditors, compliance officers, and anyone who needs visibility but not edit rights.
Where they work. Web portal.
Key capabilities.
- Read-only view of dashboards, tasks, hierarchy, schedules, safety, components, settings, and reports.
- No create, edit, delete, or assign permissions.
- No mobile access.
PegotecUser¶
What they do. Cross-tenant support and platform audit. The only role that can see data from more than one company.
Where they work. Web portal, with company-switching between tenants.
Key capabilities.
- All permissions in every company.
- Switch the active tenant context.
Role summary¶
| Role | Scope | Web portal | Mobile app |
|---|---|---|---|
| Technician | Company | Limited | ✅ Primary |
| Mapper | Company | ✅ | ✅ Primary |
| Supervisor | Company | ✅ Primary | Limited |
| Manager | Company | ✅ Primary | — |
| Admin | Company | ✅ Primary | ✅ |
| Viewer | Company | ✅ Only | — |
| PegotecUser | Global | ✅ Primary | ✅ |
For a full permission-by-role matrix, see Permissions matrix.
Multiple roles¶
A user can hold more than one role. If you're an Admin and a Mapper, you get the union of both permission sets. There's no conflict resolution — more roles means more access.
Changing roles¶
Admins change role assignments in Users on the web portal. See User management.