IT Endpoint Manager

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

• Add or remove permissions assigned to a role

• View the users assigned with the role
  

• Assign / remove a role to / from users

• Select companies and device groups accessible for a role

• Set a role as the default role 

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 open

• Adding or removing the permissions is similar to assigning permissions while creating a role. See the explanation of assigning permissions in the previous section Create a New Role for help on this.

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: