Create a role

Define user roles to manage access and responsibilities. Assign roles with specific permissions for secure and efficient team management.

Default staff roles

To assign roles to your staff, select from the following default positions, each with unique access rights and responsibilities:

• Newbie: Has view-only access to device information, allowing them to learn without the risk of modifying settings. Ideal for trainees or observers who need an overview of system operations.

• Junior Technician: Similar to Senior Technicians but with restricted access to device operations. Suitable for support staff assisting in technical tasks under supervision.

• Senior Technician: Focuses on handling device operations and solving technical problems without access to key administrative functions.

• Manager: Manages device functions and operations, but lacks admin rights. Perfect for department heads managing daily tasks without configuring settings.

• Administrator: Full system access to configure settings and manage users, except for deleting facilities. Designed for C-level executives to manage resources effectively.

• Owner: Has full access to all system functionalities, settings, and features.

How to create an additional role

1. Go to Settings → Role in your account.

2. Click on Add role.

3. Enter Role name.

4. Select an appropriate Role Template to expedite the process. Each template offers a foundational set of permissions that can be tailored to meet specific requirements.

   1. Check the boxes of the system sections or actions to which you will open access to:

   2. Admin Permissions: Oversee staff management, facility and task automation.

   3. Facility Permissions: Manage devices, including import, move, reboot, delete, and update firmware. Handle device pools and password settings.

   4. Task Permissions: Handle task creation, editing, assignment, and tracking.

   5. Client Permissions: Control view, add, edit, and manage your clients.

5. Click Add.

If you need to delete role that is already assigned to employees, assign new position to them before deleting. To do this click "Delete" near role.

FAQ

Why do I need this?

Assigning roles ensures staff have access only to what they need, enhancing security and efficiency. It reduces unauthorized access risk and simplifies task management, accountability, and compliance.

Why don't I have access to view roles?

If you lack the permissions necessary for viewing roles, check if your user account is in the appropriate user group. Alternatively, contact your administrator for help or verify if staff management is enabled in your Facility.

Can I assign multiple roles to a single staff member?

It is not possible to assign multiple roles to a single staff member

Why should role assignments be reviewed?

Reviewing role assignments ensures users have appropriate access, enhancing security and compliance.

What should I do if a staff member requests additional permissions?

If a user needs additional permissions, you can either modify their existing role, assign a new role with the required permissions, or create a custom role tailored to their needs. Always review and verify permission changes to maintain security and compliance.

Why can't I edit or delete my role?

Roles that are assigned to you may need permissions from an admin. Contact someone with the appropriate permissions to make changes.

Is there a way to track changes made to roles?

Yes, modifications to roles can be tracked in Admin logs, detailing who made the changes and when.

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