Permissions & Modules
Equipment and Capacity access follows ianaiERP's usual two-part permission model:
- Module (company-wide) — turns a whole feature on or off for everyone at your company.
- Permission (per user) — controls what an individual user can see or do within a feature that's turned on.
Both have to be true for a user to use something: the company must have the module enabled, and the user must hold the matching permission. Turning a module on for the company doesn't automatically give every user access to it — permissions are still assigned per person.
Modules (company-wide)
| Module | What it turns on |
|---|---|
| Equipment | Equipment Hub, asset status board, runtime status updates, the asset detail page, work-center capacity fields |
| Capacity | Capacity Planner, the capacity heatmap on the hub, on-demand recompute |
| Maintenance | Maintenance Hub, preventive-maintenance schedules, maintenance events, spare-part links, low-stock alerts |
Each is independent — enable any combination. Where a module isn't enabled, the Equipment Hub shows an "Enable this module" card for the affected widgets instead of hiding them, so an admin can see what's available.
To enable a module: Settings → Subscription → enable the relevant add-on. Changes apply immediately — no restart, and no need to touch individual users afterward.
Permissions (per user)
| Permission | Grants |
|---|---|
| View Equipment | View the Equipment Hub, its KPIs, status board, and alerts |
| Edit Equipment | Save dashboard layouts, trigger an on-demand capacity recompute, edit hub widget settings |
| Flip Runtime Status | Change an asset's runtime status (operator-level — does not include editing the asset's own accounting fields) |
| View Capacity | View the Capacity Planner, heatmap, and ETAs |
| Edit Capacity | Recompute capacity on demand, drag-reschedule operations |
| View Maintenance | View preventive-maintenance schedules, maintenance events, spare-part links, and downtime history |
| Edit Maintenance | Create or edit preventive-maintenance plans, log and complete maintenance events, link spare parts |
A few related actions reuse permissions from elsewhere in the product rather than adding new ones:
- Marking an item as a spare part uses the regular item view/edit permissions.
- Moving an asset in the equipment hierarchy uses the regular asset edit permission.
- Editing a work center's capacity fields uses the regular settings edit permission.
Typical role recipes
ianaiERP doesn't ship built-in role presets for this suite — these are patterns for which permissions to assign together.
Plant manager — View Equipment, View Capacity, View Maintenance (plus the underlying asset/item view access). Read-only across the whole suite: sees the hub, the planner, and maintenance history, and can flag issues, but can't make changes.
Production planner — View + Edit Capacity, plus View Equipment. Can use the Capacity Planner to recompute and rebalance load, but can't change an asset's status or its maintenance events.
Maintenance lead — View + Edit Maintenance, View Equipment, Flip Runtime Status, plus item edit access (for spare parts). Creates preventive-maintenance plans, logs and completes events, links spare parts, and can flip an asset's status when starting or ending maintenance by hand.
Floor operator (tablet) — View Equipment, Flip Runtime Status only. Sees the hub and can flip an asset's status, but can't edit accounting fields or create maintenance events directly — a breakdown event is created automatically when they mark an asset Down, so they never need to create one themselves.
Finance / asset accountant — Regular asset view/edit access, no Equipment-suite permissions at all. Works from the Assets list for acquisitions, depreciation, and disposal — none of that requires the Equipment module.
Common problems
A user sees the menu item but the page says they don't have access. The menu shows based on the view permission alone; the page itself also checks whether the company has the module enabled. The module is probably off — check Settings → Subscription.
The recompute button is greyed out. The user has View Capacity but not Edit Capacity.
The "spare part" toggle on an item won't save. The user needs item edit access.
The status menu is missing from an asset's chip. The user lacks Flip Runtime Status.
A module was just enabled but the page is still blocked. Permissions are read at login — ask the user to sign out and back in.
Related
- Introduction — how the modules fit into the broader platform
- Asset Management — where the edit-asset vs. flip-status distinction matters day to day
- Runtime Status — the operator-tier permission in practice