Roles and permissions

Each organisation membership has its own role and permissions. If you belong to more than one organisation, your role can be different in each one.

Current capabilities and controlled review remain the authority for available actions. The repository's milestone 55 role-capability matrix records the existing baseline; it does not change stored memberships or grant new authority when an operating model changes. A member preparing evidence, requesting a category or receiving a setup assignment still needs each action's permission. An administrator's membership-management access does not establish technical competence or independent quality-approval authority.

Before you begin

You need an active, email-verified account and membership in the organisation. Open the correct organisation before reviewing or changing access.

The Organisation page is available only when your membership can view members. Edit controls appear only when your role allows the action. Metra checks access for each action.

Choose the right role

The customer-facing roles are:

Actions use the effective permissions of your current organisation membership. For example, a user cannot approve calibration work they submitted, and a dossier preparer cannot review their own dossier.

Use the role help beside membership or invitation choices to review the current capabilities of roles you can assign. The help uses saved permissions rather than assuming that a role name grants an action. Your own access summary describes your current effective permissions. These explanations do not change access or waive technical competence, independent approval or scope checks.

Role names do not imply every operational capability. In the current canonical baseline, measurement-point updates are available to calibration engineers, calibration managers and quality managers, subject to the record's work access and lifecycle. Owners and organisation administrators do not have that update capability automatically. A member who can upload a certificate PDF may therefore need an authorised coordinator to assign the saved draft to an eligible measurement writer before independent review.

Procedure approval and separation of duties

Owners and quality managers can create, submit, approve, reject, withdraw, retire, and archive procedures. Calibration managers can draft, edit and submit procedures, uncertainty budgets and decision rules; they can also create and schedule calibration requirements and templates. They cannot independently approve technical revisions, apply quality overrides or issue generated certificates through this drafting access. Calibration engineers can register equipment and perform authorised assigned work; their role does not grant controlled technical drafting or independent approval.

Metra enforces separation of duties. Even a user with high-level permissions cannot approve their own draft or submission. The author and submitter are checked as underlying people, including when their membership or role changes.

Invite a member

You need member-management permission. Owners and organisation administrators usually have this access.

1. Open the organisation.
2. Select Organisation.
3. In Members and invitations, enter the person's Email address.
4. Select the least-privileged suitable Role.
5. Select Invite member.

The invitation appears under Pending invitations. Use Resend invitation if the recipient needs a new invitation message.

Change a member's role

1. Open Organisation and find the member under Active and previous members.
2. Select the new value in Role for [member name].
3. Review the confirmation dialog.
4. Select Confirm.

The new role applies only inside this organisation. You cannot change your own role. If an owner must give up ownership, use ownership transfer instead.

Suspend, reactivate, or revoke access

To temporarily remove access:

1. Find the active member.
2. Select Suspend.
3. Enter the required Reason.
4. Select Confirm.

A suspended member can be restored with Reactivate.

To remove access permanently, select Revoke, enter a reason, and confirm. Revocation is not reversible through the current user interface. Use suspension when access may need to return later.

You cannot suspend or revoke your own membership. Access changes are tracked and remain in history.

Transfer ownership

Only the current owner can transfer ownership.

1. Open Organisation.
2. Find an active member who is not already an owner.
3. Select Transfer ownership.
4. Read the warning and select Confirm.

Your role and authority may change immediately. Confirm the destination member and organisation before continuing.

If a control is missing

• Confirm that you opened the intended organisation.
• Confirm that your membership is active.
• Ask an owner or organisation administrator to check your role.
• Remember that quality approval, calibration performance, and organisation administration are intentionally separate.

For symptom-led checks, see Troubleshoot access and missing actions.

Next steps

• Create sites and location hierarchies
• Register equipment
• Get started with Metra

Reference-standard permissions

Calibration engineers may select eligible standards for editable work. Quality and calibration managers manage profiles, limits, restrictions, and validity exceptions. Approvers must remain independent and acknowledge warnings before proceeding.

Uncertainty permissions

Quality managers and other explicitly authorised members control uncertainty-budget definitions and independent approval. Authors and submitters cannot approve their own revisions.

Members with warning-acknowledgement permission can acknowledge a warning and later remove that acknowledgement with a reason. Both actions keep actor and timestamp history. Blocking findings cannot be acknowledged, and this permission does not grant event approval.

Find work waiting for your independent review

Open Calibration > Approvals inbox. It lists the exact revisions you can currently review, with their author, submitter and submission time. The count describes actionable work and is separate from unread notifications. Your own drafts and submissions are excluded, and permission changes are rechecked when you open or approve a record.

Review the exact content, changes, evidence, scope and limits. Record an Independent review statement, then complete any signature required by the organisation. Role permissions, setup assignments and operating-model answers do not waive this review.

Requirement activation remains governed by its existing workflow. Calibration results require approval describes the event review setting; it does not create a separate requirement-release approval or a critical-equipment release exemption.