PEB Studio
Administration & security

Roles and permissions: who uses what

Departments, positions and project roles, how permissions are combined, and which features each department uses every day.

How permissions are decided

  • Each department has – / View / Edit rights for every module.
  • Individual permissions override the department; the Effective column shows the result.
  • Workshop positions (worker, team leader, supervisor, QC, welding engineer, HR…) decide the screens and dashboards a person sees.
  • Packing and Smart Erection add project roles (e.g. packer, carrier, site manager, customer admin, viewer).
  • Everything is checked on the server; hidden buttons are only a convenience.

Departments and their daily features

Department / roleFeatures used every day
Board of DirectorsDashboards, production TV, packing optimisation, weld overview, material requisition approval (A.2, E.4, F.2, H.13, G.1, C.4)
SalesBOM & Excel for estimating, project categories, weld consumable forecast, client project page, periodic reports (B.4, B.9, D.4, G.5, D.2, E.2)
Project managementProject information, client reports, erection-based packing, Smart Erection, handover (D.1, E.2, H.5, I.1–I.10)
Engineering – DesignIFC upload, model checks, BOM, 3D, drawings, cutting plans, requisitions, erection sequence (B.1–B.9, C.1–C.4, I.5)
Materials – PurchasingMaterial take-off, bolts, cutting results, requisitions, weld consumables (B.4, C.2, C.4, G.4)
Production managementWorkflows, component groups, production board, cutting area, dashboards, data link check (F.2, F.5–F.7, F.10, F.13)
Workers / team leadersQR confirmation, welding reports, scan to pack, my dashboard (F.3, F.4, H.3, F.10)
QA/QCQC workflow and queue, NCR, traceability, installation inspection (F.8, F.12, I.8)
Welding engineersWPS / PQR, welder qualifications, weld register, consumables, benchmarking (F.11, G.1–G.6)
HRWorker profiles, teams, worker accounts, QR badges (F.9)
Warehouse – LogisticsPKL editor, packages, loading, handover, client packing lists, shipping marks, packing reports (H.1–H.13)
Site / clientsDigital dossier, online packing report, site receiving, client portal, field app, component passport (H.10–H.12, I.2, I.9)
Administrators / ITUsers, departments & permissions, public settings, system check, demo data, AI translation settings (A.1, A.4–A.6, H.9)

Segregation of duties

IT administrators do not get QC approval rights; whoever reports production cannot approve its QC; whoever records an installation cannot accept it; weld and packing list approvals are separate rights.

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עודכן 01 Nov 2026

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