What are the user groups I can assign?

User groups define rights. Groups can restrict access to operations as well as specific data sets

The User groups allow the admistrator to restrict what specific users or groups can access.  Through the User groups, access can be restricted to only specific areas, such as only seeing Dashboards, or restrict data access, such as not being able to see specific wells.

To modify the user roles, go to the Cloud Administration Page and select the Workspace and User groups.

After selecting User groups the user will be prompted on the next screen to select the name of the group.  The example shows Administrator.

Selecting a group on the right, will pull up a screen will all the users associated with the workspace and if they have that access.

Operation Access

Click on the Operations tab to see a list of operations that the User role can access.  The admistrator can select which operations the user role can access by selecting View or Manage.

View Permission allows users to see information.  For instance, if DCA is not selected, the user would not see DCA in the Navigation Panel.

Manage Permission allows users to create new, edit and delete.

The list covers the Operations Rights that can be assigned to users in PetroVisor:

  • Chart: create new, edit and delete chart in Values Editor module
  • Cleansings: create new, edit and delete cleansing snippets. Users without this right will be able to run cleansing scripts but the won't be able to save them to P# snippets. (for more information on P# Snippets see the PetroVisor Workflow Tool help, in the section on P#.
  • Contexts: create new, edit and delete existing contexts in the PetroVisor Workflow module.
  • Custom Activities
  • Data: edit and save values using the PetroVisor Values module.
  • Data Connections: create new, edit and delete data Data Connections using the PetroVisor Data Integration Tool.
  • Data grid sets:
  • Data Grids: imports and shows data grids in Data grids module.
  • Data grid (Geo)  
  • Data Integration Sets: create new, edit and delete Data integration sets using the PetroVisor Data Integration Tool.
  • Data Sources: create new, edit and delete Data sources using the PetroVisor Data Integration Tool. (see PetroVisor Data Integration Tool help file for more information)
  • DCA: create new, edit, delete and export DCA using the PetroVisor Analysis
  • Entities: create new, edit and delete entities, e.g. sensors, wells, etc. using the PetroVisor Workflow Automation Tool's Hierarchy module.
  • Entity Sets: create new, edit and delete entity sets in the PetroVisor Workflow Automation Tool's Contexts module or using the snippets in P#.
  • Entity Types: create new, edit and delete entity types in the Server Tool's Workspace Configuration menu.
  • Event Calculation: create new, edit, delete and extract rule & event snippets. Users without this right will be able to run scripts using rule- & event keywords but won't be able to save them to P# snippets. (for more information on P# Snippets see the PetroVisor  help, in the P# language chapter.)
  • Event Subscriptions: create new, edit and delete an event subscription in the Server Tool's Workspace Configuration menu.
  • External Activity:  upload new, delete, and import external workflow activity. External workflow activities are typically imported as part of a package. Users without this right will still be able to run existing external activities in workflows.
  • Filters: create new, edit and delete filters, e.g. the one implemented in the  PetroVisor Workflow Values module.
  • Hierarchies: create new, edit and delete hierarchies in the PetroVisor Workflow Automation Tool's Hierarchy module.
  • Manage Locked Items: edit, save and delete locked items, e.g. P# scripts or workflows. Items are locked after they have been deployed on a workspace using the Server Tool's Repository module.
  • ML Models: create new, modify, delete and train ML models in the PetroVisor Workflow Tool
  • P# Scripts:  create new, edit, delete & run P# and cleansing scripts in the P# editor.
  • Packages
  • Pivot Tables: create new, modify, delete, view and save Pivot tables in the PetroVisor Workflow Tool.
  • Plots: edit and save plots in dashboard applications. Also, create new, edit and delete plot snippets in P#.
  • Polygons: create, modify, delete and export Polygons in the PetroVisor Data Integration Tool.
  • PowerBI:  edit, copy, and save PowerBI dashboards in the Dashboards view.
  • Process Templates: create a new, edit and delete a process template in the Process Designer menu.
  • Python Activity:  create new, edit, delete, and run Python scripts in the Python editor. Users without this permission can still run Python activities in workflows.
  • R Activities:  create new, edit, delete, and run R scripts in the R editor. Users without this permission can still run R activities in workflows.
  • Reference Tables: create new, modify, or delete Reference Tables using the PetroVisor Workspace configuration menu
  • Rules:
  • Scenarios: delete Scenarios and pick the official one. Users without this right will be able to view scenario runs but won't be able to create or delete them. Also, users without this right won't be able to pick the official scenario.
  • Schedules: create new, save changes and delete Workflow schedules using the PetroVisor Workflow Scheduler.
  • Scopes: create new, edit and delete scopes in the PetroVisor Workflow module.
  • Signals: create new, edit and delete signals in the Workspace Configuration menu. Note: standard signals cannot be changed at all, not even by users who have that right.
  • Tables: create new, edit, delete and extract table snippets. Users without this right will be able to run scripts including tables but won't be able to save the tables as P# snippets. (for more information on P# Snippets see the PetroVisor help, in the P# language chapter.)
  • Tags: add and delete tags in the PetroVisor Tags module.
  • Tag Entries: add, edit and delete tag entries in the PetroVisor Workflow Tags module.
  • Tickets: use the feedback, expert & proceed options of the Tickets module in PetroVisor Workflow Tool. Users without this right can create new, close and re-activate tickets but they cannot change the current step within a ticket.
  • Units: create a new, modify or delete a unit in the in the Unit Configuration menu.
  • Voronoi Diagrams: create, modify or delete a VoronoiGrid in Voronoi diagrams module
  • Web Activities:
  • Workflows: save and delete Workflows using the PetroVisor Workflow module. Users without this right can load and view but not save or delete workflows.
  • Workspace Package:  create new, modify, delete, deploy, and import workspace packages.
  • Workspace Values: create a new, modify or delete Workspace values using the PetroVisor Workspace configuration menu.

Note: system- relevant workspace values cannot be deleted not even by users who have the Workspace Value right.


  • Start Ticket Process: create a new ticket using the PetroVisor Workflow module. Users without this right cannot create a new ticket.

Data Access

To restrict data access, select the Entities Tab.

Notice to restrict access, select the Restrict access to entities.   Notice the Expression Builder to build the entities to restrict access.

Using the Expression Builder, there are multiple ways to build the restricted set.

1. Selection from a list

2. Entities by type or hierarchy

3. Name

After creating the set, select OK.  

The list will appear on the screen.

Hit Save.