Permissions
The complete permission catalog exactly as the role switches read, the implication rules between them, and what each permission gates across the app, page by page.
A permission is one switch in a role's panel on the Users page (see Roles).
There are 22 of them, grouped by area, and every screen in the app decides what to draw and
what to allow by testing the permissions of the identity signed in on that connection. This
page lists the catalog exactly as the switches read, the rules that tie switches together,
and what each one gates.
Two refusals look different everywhere in the app, and it helps to know which is which: a
command the role will never permit is not drawn at all (a Viewer reads a bar the size of
what a Viewer can do), while a command refused by the situation (nothing selected, a run
holding the station, the runtime stopped) stays drawn, greyed, with the reason as its
tooltip. Where a permission is also checked when a command is dispatched, the refusal lands in
the action feed with one of the messages quoted below.
The catalog
Each area below is one group of the role panel, in the panel's order, with the counter it
shows and the switch labels and descriptions verbatim.
Dashboard (3)
| Switch |
Description |
| View dashboards |
Open and watch the operator screens. |
| Operate dashboards |
Use buttons, toggles and inputs on dashboards. |
| Edit dashboards |
Create, change and delete screens and components. |
Connector (3)
| Switch |
Description |
| View connector |
Browse devices and tags and read live values. |
| Calibrate tags |
Adjust only a tag's calibration, without configuring devices. |
| Configure connector |
Create, change and delete devices and tags. |
Process (4)
| Switch |
Description |
| Look at models |
Open models, units, visualization, setup and templates without running or changing them. |
| Run procedures |
Run existing procedures and view results. |
| Edit recipes & evaluations |
Change recipes, evaluations and actions without touching the model/unit structure. |
| Manage process |
Create, change and delete procedure models and their unit structure, the label and report layouts, and the unit's printer queues. |
Histories (3)
| Switch |
Description |
| View histories |
Consult recorded runs. The Events page has a permission of its own. |
| Export/import histories |
Export runs and reports (CSV, XLSX, PDF, GLAB) and import GLAB runs. |
| Manage histories |
Delete recorded runs and write, change or remove their comments and annotations. |
Logic (3)
| Switch |
Description |
| View logic |
Browse the address space and read points. |
| Configure logic |
Create and change variables, actions, triggers and alarms. |
| Operate logic |
Write variables, run actions and acknowledge alarms. |
Validation (1)
| Switch |
Description |
| View validation |
Open the Validation page, the configuration-health view of what the station has to repair. |
System (5)
| Switch |
Description |
| View events |
Open the Events page: alarm, occurrence and interlock histories plus the program-level diagnostics console. On by default; Admin always has it and can turn it off for other roles. |
| Change settings |
Change the station's settings. |
| Manage agent (MCP) |
Configure AI-agent access to the station. |
| Manage local users |
Create, edit and remove users, roles and permissions. Admin only. |
| Remote access (LAN) |
Use the station from another device on the network. Off for Not signed in by default, so enabling remote viewing exposes nothing until a role grants this. |
Implication rules
The rules below are the single definition of how switches depend on each other. The role
panel applies them live as you flip, and the station applies them again when it stores a
role, so a stored role is always self-consistent and the check behind every screen is a plain
bit test.
What requires what
| Switch |
Requires |
Turning it on also turns on |
Turning the requirement off also turns off |
| Operate dashboards |
View dashboards |
View dashboards |
|
| Edit dashboards |
View dashboards |
View dashboards |
|
| Calibrate tags |
View connector |
View connector |
|
| Configure connector |
View connector |
View connector |
|
| Run procedures |
Look at models |
Look at models |
|
| Edit recipes & evaluations |
Run procedures |
Run procedures, Look at models |
|
| Manage process |
Edit recipes & evaluations |
Edit recipes & evaluations, Run procedures, Look at models |
|
| Export/import histories |
View histories |
View histories |
|
| Manage histories |
View histories |
View histories |
|
| Configure logic |
View logic |
View logic |
|
| Operate logic |
View logic |
View logic |
|
| View dashboards |
|
|
Operate dashboards, Edit dashboards |
| View connector |
|
|
Calibrate tags, Configure connector |
| Look at models |
|
|
Run procedures, and through it Edit recipes & evaluations and Manage process |
| View histories |
|
|
Export/import histories, Manage histories |
| View logic |
|
|
Configure logic, Operate logic |
The four Process switches are a chain: Look at models, then Run procedures, then Edit recipes
& evaluations, then Manage process. Each level holds the ones before it. Everything else in
the catalog is independent: View events, Change settings, Manage agent (MCP), View validation
and Remote access (LAN) require nothing and are required by nothing.
The fixed bits
| Rule |
What it means |
| The floor: View dashboards |
Held by every role, always. The switch is on and tagged Required on every editable role, and a stored role always carries it. A user whose role has been deleted still holds it, and nothing else. |
| Admin only: Manage local users |
Only the Admin role holds it. The switch is locked off on every other role, and a role saved with it is stored without it. |
| Admin holds everything |
The Admin mask is every switch in the catalog, and it cannot be edited. |
| Required |
The tag on a switch that is on and locked because it is the floor or because a switch that requires it is on. Admin's switches show no tag; they are simply fixed. |
The default masks
| Role |
Switches |
| Not signed in (as shipped) |
Every switch except Manage local users and Remote access (LAN). |
| A new role |
View dashboards only. |
| Viewer |
View dashboards, View connector, Look at models, View histories, View logic, View validation, View events, Remote access (LAN). |
| Operator |
Viewer plus Operate dashboards, Operate logic, Run procedures. |
| Maintainer |
Operator plus Calibrate tags, Configure connector, Export/import histories, Manage histories. |
| Developer |
Maintainer plus Edit dashboards, Configure logic, Manage process (and so Edit recipes & evaluations). |
No factory role except Admin holds Change settings, Manage agent (MCP) or Manage local users.
Not signed in as shipped holds the first two.
The reach strip
Every role on the Users page is also drawn as six pips. Each pip shows the deepest switch the
role holds in that area, on a four-rung ruler: No access, View, Operate, Manage. The strip is
a silhouette, not the catalog: the exact truth is always the switches.
| Pip |
Manage (full) |
Operate (middle) |
View (low) |
| Dashboard |
Edit dashboards |
Operate dashboards |
View dashboards |
| Connector |
Configure connector |
Calibrate tags |
View connector |
| Process |
Manage process |
Edit recipes & evaluations, or Run procedures |
Look at models |
| Histories |
Manage histories |
Export/import histories |
View histories or View validation |
| Logic |
Configure logic |
Operate logic |
View logic |
| System |
Manage local users |
Change settings or Manage agent (MCP) |
Remote access (LAN) |
Two switches leave no mark on the strip: View events lights nothing, and View validation only
counts toward the Histories pip's View rung. The summary beside a strip, "Can change of 6
areas", counts the pips at Operate or Manage; "View-only" means at least one pip at View and
none higher; "No access" means every pip empty.
What each permission gates
The rail draws an entry only for an identity that holds the permission the entry names (any
one of them where several are listed), and the page behind it refuses the route on the same
test: a browser that types the address anyway gets the sign-in surface instead of the page.
Inside a page, the verbs and fields below are drawn only for a role that holds the switch,
and re-checked when pressed.
Dashboard
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| View dashboards |
View (always drawn); the View page, the Users page and the Account page open for every identity. |
Watching any screen. Which screens a role sees is further narrowed by each screen's Visible to checklist (see Screen settings): no role checked means everyone, and Admin always sees every screen. Materialized model screens follow Look at models instead. |
| Operate dashboards |
|
Every command component on an operator-authored screen: buttons, toggles, inputs, selectors, setpoints, step keys. A denied press stays in place with "Dashboard operation permission required." A component whose target is a Process operation (starting a run, staging, a comment, a procedure pick, an interlock rearm) needs Run procedures as well; the refusal reads "Run procedures permission required." |
| Edit dashboards |
|
On View: the Edit pencil, New dashboard, Copy, Delete, and the folder commands (New folder, Rename, Remove, moving screens). On Process: Edit dashboard on a model's screen, left out rather than greyed for a role without it. It also makes the identity one that decides on updates, so the new-release notice is addressed to it. |
Connector
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| View connector |
Connector; the Connector page. |
Browsing drivers, lines, folders, devices and tags, reading live values. |
| Calibrate tags |
|
On a tag, the Calibration stage's manual fields and its two-point assistant, and nothing else. Without it (and without Configure connector) the stage reads "The “Calibrate tags” or “Configure connector” permission is required to edit the Calibration stage." |
| Configure connector |
|
Every configuration verb: New device, Add tag, Copy device, Enable, Disable, Delete, folders and serial lines, Rename, Refresh and Discover, Matter pairing, the Scale stage ("The “Configure connector” permission is required to edit the Scale stage."), every device and tag field, and Replace all references. Rewriting a reference that a unit interlock uses needs Manage process on top ("Replacing a Unit interlock source requires Process manage permission."). The general refusal reads "Changing the Connector requires the "Connector configure" permission." |
Process
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| Look at models |
Process (any of the four Process switches, or View histories); the Process page and the detached run and recipe chart windows. |
The Models and Templates roots, whole and read-only. Model screens on View are visible with it. |
| Run procedures |
Same entry. |
On a unit: Start, Hold, Resume, Stop, Abort, staging the next procedure and its metadata, comments, rearming an interlock; Start all and Stop all; the same operations reached from a dashboard component (together with Operate dashboards on an operator-authored screen). In Histories: emitting a label for a recorded run and resending a report or label, both together with View histories. |
| Edit recipes & evaluations |
Same entry. |
The command bar's Setup verbs: Alias set, Procedure, Datalog, Recipe, Evaluation, Occurrence, Action and Command, and their Remove counterparts, plus the fields of the recipe, evaluation, occurrence, alias set, datalog, procedure and action panels ("Changing actions needs the "Edit recipes & evaluations" permission."). Without Manage process the tree shows Models reduced to their Setup groups and hides Templates. |
| Manage process |
Same entry. |
Model, Folder, Rename folder, Remove folder, Copy model, Delete model, units, Channels, Metadata, Automation, Productivity, Printers, interlocks, Dashboard and Panel under Visualization with Remove dashboard, Remove panel and Show on View, and Report and Label templates with Delete report and Delete label template. The workspace refusal reads "Managing this workspace requires the "Manage process" permission." |
Histories
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| View histories |
Process (on its own, even with no Process switch); the Histories root in the Process tree; the recorded-run browser and the run chart windows. |
Browsing recorded runs, their documents and notes. Resending a report or label also needs Run procedures ("Resending a report needs both Histories access and the Run procedures permission."). |
| Export/import histories |
|
Export CSV, XLSX and GLAB, Generate PDF, opening or downloading a generated report, importing GLAB runs. On the Events page, every Export and the support package ("Taking rows or a support package off the station is an export"). |
| Manage histories |
|
In the recorded-run browser: Delete on the command bar, the ticks that gather runs and the bulk Delete strip above the list, and the note and marker boxes of a run, adding, editing in place and deleting a row of either. A role without it is drawn none of them, so it reads the record without a verb that changes it; the situations that refuse Delete for a role that holds it stay as they are: nothing selected, a run still recording, another delete in flight, the station read-only. |
Logic
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| View logic |
Logic; the Logic page. |
Browsing the address space and reading points. A view-only role sees the whole page read-only. |
| Configure logic |
|
Creating, copying, renaming, enabling, disabling, deleting and filing variables, actions, triggers, alarms and folders, every definition field, and the asset library imports (images, icons, colors, symbols). The refusal reads "Your role can view Logic but cannot configure it (variables, actions, triggers, alarms and assets)." |
| Operate logic |
|
Set value on a variable, Run on an action, Acknowledge and Ack all on alarms, on the Logic page and on the Events page's Current alarms card. The refusal reads "Your role can view Logic but cannot operate it (write values, run actions, acknowledge alarms)." |
Validation
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| View validation |
Validation; the Validation page. |
The findings and Rescan. |
System
| Switch |
Rail and routes |
Verbs, fields and surfaces |
| View events |
Events; the Events page. |
The four tabs. On Settings, the OPC UA server's Warnings count is a link into Events only with it; otherwise a plain number. |
| Change settings |
Settings; the Settings page. |
Every setting on that page (client and equipment access additionally need the station's own window). On the Events console, Start and Stop capture ("Starting or stopping the detailed capture needs the Change settings permission."). Like Edit dashboards, it makes the identity one that decides on updates. |
| Manage agent (MCP) |
Agent; the Agent page. |
The master switch, the port and the allowed areas. |
| Manage local users |
|
On the Users page: the Users and Roles branches, the column footer, Remove user and Delete role, and every panel behind them. On the Account page: Sign in and Sign out of the Ganter account, and the Support & maintenance contact and Integrator ID fields. Admin sees every dashboard regardless of its Visible to checklist. |
| Remote access (LAN) |
Viewing at all from a device on the network. |
A browser on another machine whose identity lacks it gets the sign-in surface, "Sign in to view this station from the network.", instead of any page. The station's own window and a browser on the station's machine are never gated by it. See Signing in. |
What permissions do not gate
- The runtime. Acquisition, recording, the logic sweep, alarms, the embedded OPC UA server
and the MCP endpoint run whatever the roles say; only the free-mode limit stops them (see
Subscription).
- Signing in and out. The user chip and the Signed in now root are open to every identity.
- The station's own operations behind the screens: an agent connected over MCP has its own
allowed areas on the Agent page and does not sign in as a local user.
- The Feedback form on the Account page, which is gated by the Ganter account rather than by a
local role.