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Manage Permissions and Users Assigned to a Role

 

  • Click 'Users'> 'Role Management' on the left. 
  • Click the 'Roles' tab. 
  • Click a role name to view its details.




    The role management area lets you:


        Edit the name and description of the role

        • Click the 'Edit' button  at the top



         

        • Modify the name and / or description as required
        • Click 'Ok' for your changes to take effect.
           

        Add or remove permissions assigned to a role

        • Click the name of the role to open the 'Role Details' interface
        • Click the 'Role Permissions' tab if it is not already open





        View users assigned to a role 

        • Click the name of the role to open the 'Role Details' interface
        • Click the 'Assign Users' tab
         



        The links in the 'Action' column indicate which users are assigned the role.

        • Click the 'Assign to Role' links to place a user in the role.
        • Click the 'Remove from Role' link to unassign a user from the role.

        Tip: You can search for specific user(s) by clicking the funnel icon at the top right.


        • Click a username to open a list of all roles assigned to that user. You can add or remove roles from the user as required. See Manage Roles assigned to a User for more details.

        Select which companies and devices groups can be accessed by the role

        • Click the name of the role to open the 'Role Details' interface
        • Click the 'Access Scope' tab




        • Use the green 'master' switch beside a company name to enable or disable the ability to manage groups belonging to the company. Please note you should have provided appropriate devices role permission.
        • Use the switches beside a device group to enable or disable access to the specific group within a company.
        • Use the 'Apply to All' switch to enable or disable access to all companies and groups on the page.
        • Click 'Save' for your settings to take effect

         

        Set a role as the default role

        • The default role is automatically applied to any new user unless the admin specifies a different role when adding the user
        • The default role is automatically applied to users if their current role is removed

        Set the default role:

        • Click 'Users' > 'Role Management' > 'Roles'
        • Click the name of the role you wish to make as default
        • Click 'Make Default' under the name of the role:




        The role is set as default. This is indicated as follows: