User Roles, access and rights on the Taqt dashboard

How user roles and access levels work on Taqt ?

Learn how user roles work on the Taqt dashboard. Understand the differences between internal and external users, and how the status they are assigned to determine their access and rights across menus.

User categories on Taqt

From the Users & Teams menu, you can invite as many users as you want to your Taqt account.

There are two main user categories:

  • Internal users (within your company)

  • External users (outside your company)

Each category offers different roles (Administrator, Editor, Reader…) and different access scopes depending on their status.


Internal users

When adding an internal user, you can assign one of the following three roles:

1. Administrator

This is the highest level of access on the Taqt dashboard.

  • Full access to all menus

  • Can view all devices, locations, alerts, and schedules

  • Can edit or delete any setting, including location names, alerts, and schedules

  • Can invite both internal and external users and assign them any role

Note: Only the Taqt team can delete a device

2. Editor

Editors have access to all menus but within a restricted scope : only the devices, locations, and projects they are associated with.

  • Can create and edit settings (locations, schedules, reports, etc.) within their scope, even if they didn't create them originally

  • Can only edit reports and alerts they created themselves

  • Can invite internal users (as Editors or Readers) and external users

3. Reader

This is the most limited access level for internal users.

  • Read-only access to data consultation menus (Tasks, Data, Service Request, Reports)

  • Access is restricted to the scope they are assigned to

  • Cannot make changes or invite other users


External Users

Roles such as Client, Provider, or Other are reserved for users outside your company.

  • Can only view consultation menus: Tasks, Data, Service Request and Reports

  • Access is limited to a specific scope

They cannot:

  • Edit locations or reports as they don't have access to

  • Invite other users

These roles help you categorize external users and find them more easily later.


Module Access by Role

  • Administrator / Editor: Access to all menus (Editor’s access is restricted to the scope they are assigned to)

  • Reader / Client / Provider / Other: Read-only access to a limited number of menus (Tasks, Data, Service Request, Reports)


Summary Table

User Type
Role
Module AccessCreate / Edition RightsView Rights
Internal
Administrator
All modules 
Yes
Yes
Internal
Editor
All modules (within assigned scope)
Yes : within scope.
Reports & alerts: only self-created
Yes, within scope
Internal
Reader
Homepage, Tasks, Data, Reports, Service Request
No
Yes, within scope
External
Client
Homepage, Tasks, Data, Reports, Service Request
No
Yes, within scope
External
Provider
Homepage, Tasks, Data, Reports, Service Request
No
Yes, within scope
External
Other
Homepage, Tasks, Data, Reports, Service Request
No
Yes, within scope

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