User Permissions and QMS Roles

Overview

Historically, 1factory provided four default Legacy Roles—Read Only, User, Editor, and Admin—each with a predefined set of permissions. Guided by our commitment to continuous improvement and inspired by your feedback, we’ve reimagined these permissions into a more configurable system. While providing greater flexibility, we’ve kept the new system intuitive and simple, allowing you to easily tailor roles and permissions to align with your organization’s specific needs.

To access the User Permissions and QMS Roles can be found by navigating the the Master Data tab and clicking on the Users Tile. From here you can select a user you would like to make a permissions or role change to. 

1.0 Modules & Associated Tabs

1factory is organized into four modules—QC, QMS, Gage Management, and Customer Portal—each linked to specific tabs within the platform. Depending on the modules available to your organization, users with "Manage Users" permissions can configure individual user access. By default, any new user created within your organization will have access to all the modules assigned to your account. See below for details as to which tabs correlate to each Module. 

Only corresponding tabs will be shown to the user based on modules selected (for that user):

• QC - Manufacturing, Receiving, Suppliers, Analytics (all except NCRs and CAPAs charts)
• QMS - QMS (Formerly NCR/CAPAs), Analytics (NCRs and CAPAs charts only)
• Gage Management - Gages
• Customer Portal - Customers

The example below shows a user with access to ONLY the QC Module. This user does not have access to the Customer, QMS, or Gages tabs.

2.0 User Permissions

By default, all users have "read-only" access to all tiles, objects, and menus within 1factory, based on the modules enabled for that user. However, there are specific exceptions to this default access, as detailed below:

Exceptions:

• Master Data tab > Users tile: Controlled by COMMON > Manage Users permission.
• Settings: Controlled by COMMON > Manage Settings and LoV permission.

Terminology

• CUD: Create, Update, Delete
• Issues: NCRs, CAPAs, Process CAPAs, Complaints

Common Module Permissions (Always Enabled)

• Manage Users: Create and update users (CU), but users cannot delete themselves to avoid lockouts. This permission cannot be removed from oneself.
• IT Operations: Includes access to Settings (SSO, API, Logout), Backup, and IP Addresses, but does not include "Manage Settings and LoV". 
• Manage Settings and LoV: Create, update, and delete (CUD). Grants access to Organization Settings and List of Values. The settings and List of Values visible will correspond to the modules assigned to the user.
• Manage Part Master: Create, update, and delete (CUD). User have access to make changes to the Part Master list. 

QC Module Permissions

• Manage Plans: Full control over plans, including creating, updating, and deleting (CUD). This also includes:

  • Master Data > PPAP Processes (CUD)
  • Setting SPC on charts page
  • Managing Spec Libraries and PPAP Core Docs (CUD)

• Manage Suppliers: Full control over Supplier List tile, including creating, updating, and deleting (CUD). 

• Manage Inspections: Includes:

  • Deleting Inspections/FAIs
  • Reviewing Inspections/FAIs
  • Signing off on behalf of other users (accounts with e-signature)
  • Managing CMM Machines (CUD)

• Inspection User (formerly "User" role): This includes:

  • Creating and updating Inspections/FAI (CU)
  • Entering data and accepting/rejecting inspections
  • Creating and updating PPAPs, SCARs (CUD)
  • Creating and updating Gage R&R (CUD)
  • Handling Receipts (CUD)

Note: Permissions are not hierarchical. For example, a user with only the Manage Plans permission, but not the Inspection User permission, will be able to manage plans but won’t have the ability to create or edit inspections.

QMS Module Permissions

• QMS User: Create and edit Issues (NCRs, CAPAs, Complaints) and Tasks.
• Manage Issues: User with this permissions are able close and delete Issues.
• Manage Docs: Ability to create and revise QMS documentation (Procedures, Works Instructions & Forms). 
• Manage Training: Ability to create and view ALL of the organizations training records. 

Note: Manage Docs and Training permissions only apply to organizations using the 1factory Document Control and Training modules. To learn more about these offerings, please contact [e-mail] or reach out to your account representative. 

Gages Module Permissions

• Gage User: Create transactions and manage Gage R&R (CUD).
• Manage Gages: Full control over gages, including creating, updating, and deleting (CUD), as well as managing Gage Kits
• Calibrate Gage: User with this permissions can create, update and delete Calibrations (CUD). 

Customer Portal Module Permissions

• Portal User: Ability to create, update and delete PPAP's found under the Customer tab > PPAPs