Member Roles
This guide describes the types of roles that can be assigned to members at the project, group, and organization levels, and how to change them.
For information on hierarchical structure and role inheritance, see Project Overview.
Role Types
| Role Type | Description |
|---|---|
| View | Granted by default when a member is invited. Allows viewing Dashboard and other menu pages. |
| Edit | Allows adding/modifying/deleting Dashboard, moving/modifying/deleting groups and projects, registering/modifying/deleting maintenance plans, and using the process grouping feature of Server products. |
| Member management | Allows adding and deleting members and editing roles at the organization, group, and project levels. At least one member must have this role. |
| Alert reception | Allows managing alert reception settings in the Alert > Notification setting menu. Without this role, you can only change the reception settings for your own account. |
| Alert settings | Allows adding/modifying/deleting alerts, registering/modifying/deleting maintenance plans, and using the process grouping feature of Server products. |
| View log | Granted by default when a member is invited. Allows access to the Log menu, the log tab in event settings, the transaction log tab, and the container map log tab. |
| Personal information query in log | Allows viewing personal information included in logs (unmask). For more details, see the description below. |
| Log edit | Allows editing settings in the Log > Log setting menu. Not available if the access key has not been issued or log monitoring is disabled. |
| Project flexboard update | Allows access to Edit Mode, Admin mode, and Filter features in the Flex board menu of the project. |
| BILLING | Allows billing at the organization, group, or project level. For more details, see the description below. |
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The maintenance plan settings require the Edit or Alert settings role. For more details, see Maintenance Plan.
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The process grouping feature of Server products requires the Edit or Alert settings role. For more details, see Process Grouping.
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For more details on Flex Board, see Flex Board.
Log Personal Information View
WhaTap masks personal information included in logs by default.
Items classified as personal information are as follows:
- Resident registration number, passport number, driver's license number, alien registration number
- Credit card number, account number
- Biometric information
Users with the Personal information query in log role can unmask personal information by enabling the Display personal information toggle button in log-related menus.
For more details on personal information de-identification settings, see Log Settings.
Billing
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Only one member per unit can have the Billing role, and at least one member must have it.
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The BILLING tag is displayed next to the member with the Billing role.
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When the Billing role is transferred, the previous member's role is automatically revoked. The transfer applies to all sub-groups and projects.
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A verification email is sent to the receiving member, and the Billing role is finalized after approval.
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To receive the Billing role, payment information must be registered first. You can register it in the My usage menu. For more details, see Payment Information.
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If each level has a billing manager, billing is charged in the order of project, group, and organization. If a lower level does not have a billing manager, the billing manager of the upper level is charged.
For more details on transferring the billing role, see Transfer Billing Role.
Changing Member Roles
Changing Project Member Roles
You can change member roles from the member list of a project that does not belong to an organization or group.
Set the roles using the toggle buttons on the right, then click the Apply button.
Changing Organization or Group Member Roles
You can change member roles for projects that belong to an organization or group.
In the User role per group or User role per project of a group section, click the 
button for the item whose role you want to change. When the Edit member role window appears, you can set roles with the following options:
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Inheritance(Allow): Inherits the roles from the parent organization or group.
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Allowed: Enables the role for the currently selected group or project.
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deny: Disables the role for the currently selected group or project.
For more details on adding, deleting members, and changing roles, see the following documents: