Application Access Control: Report & Photo Permissions
This document outlines the Application Access Control - Report & Photo Permissions feature within the Nimbly platform, detailing its functionality, configuration, and best practices.
1. Feature Overview
The Application Access Control - Report & Photo Permissions feature empowers administrators to meticulously manage user role permissions for report creation and photo capture directly within the Nimbly mobile application. This ensures that these critical functionalities are exclusively available to authorized personnel, aligning with their designated roles and responsibilities.
2. Current Status & Compatibility
| Attribute | Detail |
|---|---|
| Current Status | Released (Available in Production) |
| Platform(s) | Nimbly Web Admin, Nimbly Mobile Application |
3. Access & Permissions
This section details the necessary roles for configuring this feature and the target users whose permissions are affected.
| Attribute | Detail |
|---|---|
| Required Roles | Superadmin, Account Holder |
| Interface Location | Settings > Access Control > Application tab |
| Target Users | Permissions apply to users assigned to the following roles: Superadmin, Account Holder, Admin, Supervisor, Auditor, and Customized Roles. |
4. Key Capabilities
The feature offers robust control over mobile application functionalities.
- Role-Based Access Control: Defines specific report creation and photo capture capabilities based on predefined user roles.
- Granular Permission Setting: Allows administrators to precisely enable or restrict the ability to create ad-hoc reports and capture photos within forms for each user role.
- Control Over Report Creation: Manages which roles can initiate the creation of Ad-Hoc reports directly from the Nimbly mobile application.
- Control Over Photo Capture: Governs whether specific roles can utilize the device’s camera functionality to attach photos within forms in the Nimbly mobile application.
5. Core Workflows & UI Walkthrough
Follow these steps to manage application permissions:
5.1. Navigate to Application Access Control
- Log in to the Nimbly Web Admin using an account with sufficient permissions (e.g., Superadmin, Account Holder).
- From the main navigation, go to Settings.
- Select Access Control.
- Click on the Application tab.
5.2. Identify User Roles
The following standard roles are available for configuration:
- Superadmin
- Account Holder
- Admin
- Supervisor
- Auditor
- Customized Role
5.3. Understand Application Permissions
The permissions configurable under the Application tab are:
| Permission Group | Specific Permission | Description |
|---|---|---|
| Report | Create Ad-hoc report | Controls the ability to create custom reports directly from the Nimbly mobile application. |
| Allow Photo(s) Form | Camera only | Controls whether the user role can access the device’s camera to take and attach photos within forms in the Nimbly mobile application. |
5.4. View Current Permissions
Within the interface, observe the indicators for each user role and application permission:
- Checkmark (Purple Box): Denotes that users assigned to this role possess the permission to execute the corresponding action within the Nimbly mobile application.
- Empty Box: Indicates that users assigned to this role do not have permission to execute the corresponding action within the Nimbly mobile application.
5.5. Modify Permissions
To alter access for a specific role and application permission:
- Locate the intersection of the desired user role column and the relevant permission row.
- Click or toggle the permission indicator (checkmark/empty box) to change its state.
- The system will provide visual feedback to confirm the change.
5.6. Save/Reset Changes
- Once all modifications are complete, click the “Save” button to apply the new access permissions.
- Clicking the “Reset” button will revert all configuration settings to their original, default state.
6. Configuration & Customization
Administrators have the flexibility to tailor whether various user roles can create ad-hoc reports and utilize the camera feature within forms in the Nimbly mobile application. This enables fine-tuning the mobile app’s functionality to align with the specific operational needs and responsibilities of each user group.
7. Related Features & System Connections
This feature is interconnected with several other key components of the Nimbly platform:
- User Roles (Role Manager): Directly relies on and interacts with the user roles defined and managed within the “Role Manager” section of the Nimbly Web Admin.
- Nimbly Apps (Mobile Application): Directly controls and influences specific functionalities within the Nimbly mobile application.
- Reports Hub: The “Create Ad-hoc report” permission grants users the ability to generate reports that may subsequently be accessible or managed within the “Reports Hub” on the web admin.
- Checklist Form (within Nimbly Apps): The “Allow Photo(s) Form” permission directly governs the user’s capability to attach visual evidence or supplementary information to forms completed within the mobile application.
8. Best Practices
To ensure optimal use and data integrity, consider the following best practices:
- Role-Based Allocation: Grant report creation and photo capture permissions strictly based on the roles that genuinely require these functionalities for their operational tasks.
- Data Integrity: Exercise caution when granting “Create Ad-hoc report” permissions to maintain data consistency and prevent the generation of unnecessary or redundant information.
- Contextual Photo Capture: Ensure that photo capture permissions are granted primarily to roles where visual documentation is an integral and crucial part of their workflow (e.g., auditors during site inspections).
- Regular Review: Periodically review and adjust these application access permissions to ensure they remain aligned with evolving business processes and security requirements.
- Testing: Following any permission modifications, thoroughly test on the Nimbly mobile application to confirm that users with the affected roles exhibit the intended access (or restriction) to report creation and camera functionalities within forms.
- Documentation: Maintain comprehensive and up-to-date internal documentation outlining which roles possess permission to create reports and capture photos within the mobile application.