Expertise Level and Users

Every role carries one access level, and every piece of expertise carries the access levels allowed to see it. A person sees an item only when their role's access level is selected on it.

Access Levels

There are seven access levels. InSkill recommends using them this way:

Access level	Typically for
User 1, User 2, User 3	Customers, distributors, and everyday operators
Tech 1, Tech 2, Tech 3	Your own trained Technicians and field service staff
Expert	The experts on a specific machine, who need the highest level of expertise

How a Person Gets a Level

A person's access level comes from their role. Each of InSkill's core app roles carries one:

Role	Access level
User 1 - InSkill Apps	User 1
Tech 1 - InSkill Apps	Tech 1
Expert - InSkill Apps	Expert

A custom role can use any of the seven levels. Assign a role when you add a person on the Team tab, or a customer on the Customers tab, of the Admin portal. See Roles and Assigning Roles.

Setting Levels on Expertise

All levels are selected by default. Clear a level to keep an item from people at that level — for example, clear User 1, User 2, and User 3 on a manual for repairing a high-pressure system that operators should not work on.

Expertise	Where to set its levels
Resource	User Levels on the resource. See Editing Resource Attributes.
Task	User Levels in Task Details.
Step	User Levels on the step's Info tab.
Solution	User Levels on the solution's Details tab. See Solutions.
GPT agent	User Levels on the agent. See GPT Agents.

An item is not available to people whose level is cleared, and it is not used to answer their InSkill GPT questions. See Visibility by Role.