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Roles

Default Roles#

User RolesConsignments
CRUD
Devices
CRUD
Reports
CRUD
Geofences
CRUD
Trips
CRUD
Audit Logs
CRUD
User Groups
CRUD
Users
CRUD
Clients
CRUD
Roles
CRUD
Super User green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot
Admin green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot green-dot red-dot red-dot red-dot red-dot
Default Client red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot
Client Admin red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot green-dot green-dot green-dot green-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot
Client User red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot green-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot red-dot
note
  1. Default client role is assigned whenever a client is created from clients tab of the control panel section.
  2. Client admin and client user roles can be given when adding user to a group or to a client from the client tab of the control panel section or the groups tab of admin panel from the control panel section.
  3. There can only be one super user assigned to the company, which would be given by Adapt.
  4. By default, if there is consignments read permission, the user would be given devices read permission.

Managing Custom Roles#

Roles can be managed from Roles tab in Control Panel --> Admin section Roles

Add Role#

Adding role is bit complex. Let me break it down to you and explain the process in detail.

Add Role When the add role button is clicked a form appears with

  1. Role Name - Name of the role you want to have.
  2. Client Access - Check this if you want the role permissions to be restricted to a particular client.
  3. Region Access - Check this if you want the role permissions to be restricted to a particular region.
  4. Permissions - C - Create, R - Read, U - Update, D - Delete
    • green-dot - permission given
    • red-dot - permission denied.

Edit Role#

If you see the edit role button disabled there can be two reasons to it, may be you haven't selected a row from the table or you are not allowed to edit the role. If you have edit role permissions, all you need to do is select a role and now click on the edit button. A dialog box opens up with prefilled information about the role. Edit permissions, roleName, client access, region access and click on update to see the changes in the table.

Edit Role

Delete Role#

To delete a role also you either need to have permissions to delete the role or you need to select a row in order to delete the role. Once the row is selected click on the delete button and now you a confirmation dialog shows up, and if you are sure if you want to delete the role, click on yes and check the table to see the changes.

Delete Role