Roles

In Roles, you can control user permissions and manage all access according to your company’s security needs and policies. This gives you greater control, limiting the actions and privileges of users who utilize the resources available in Sensedia products.

The rules are applied to each user, ensuring that resources are accessed only by authorized individuals.

Roles can be assigned to a user during creation or editing of that user.

You can create and edit your own roles, as shown below, or you can use the default roles.

The main Roles page in Access Control lists the existing roles. In addition to the role name, you can see the description (when it exists) and the products to which the role applies.

Super Admin Users

A user who has the Super Admin role permissions can perform all available operations, however:

  • a Super Admin user cannot remove themselves (i.e., they cannot delete their own Super Admin user);

  • only a Super Admin user can remove another Super Admin;

  • no user can edit the Super Admin role’s permissions.

Remove own user

Remove (another) Super Admin user

Remove regular user

(except their own user)

Edit or delete Super Admin role

Create, edit, delete default roles

Create, edit, delete roles

(except Super Admin and default)

Super Admin

no

yes

yes

no

no

yes

Regular user

no

no

yes

no

no

yes

Creating a role

To add a new role:

  1. Go to Roles in Access Control Settings.

    • You can access these settings by clicking the icon in the top right corner of any Sensedia product screen, or from the right side menu of a home page.

      access to Access Control Settings

      highlight of the Roles link on the Platform’s home screen

  2. On the Roles screen, click the + Create Role button in the top right corner of the screen.
    highlight of the Create Role button on the Roles screen

  3. Provide:

    • Name: Role name (mandatory).

    • Description: Role description (optional).
      Click Continue.
      highlight of the Create Role button on the Roles screen

  4. In Assign permissions, select the permissions you want to add to this role and click Continue at the bottom of the screen.
    highlight of the Assign Permissions screen

  5. Review the role information and click Create Role to finish creating the role.

Editing a role

Default roles cannot be edited.

  • To edit a role, go to Roles in Access Control Settings.

    • You can access these settings by clicking the icon in the top right corner of any Sensedia product screen, or from the right side menu of a home page.

      access to Access Control Settings

      highlight of the Roles link on the Platform’s home screen

  • To edit the role’s name and/or description:

    1. On the Roles screen, click > in the Actions column of the row for the role you want to edit.
      highlight of the Edit Role button on the Roles screen

    2. On the Role Info tab, click Edit Role.
      Role Info with Edit Role button highlighted

    3. Edit the role’s name and/or description and click Save.
      role editing screen

  • To edit a role’s permissions:

    1. On the Roles screen, click > in the Actions column of the row for the role you want to edit.
      highlight of the Edit Role button on the Roles screen

    2. Click the Permissions tab.
      highlight of the Permissions tab

    3. To remove a permission, click the trash can icon, located in the Remove column of the row corresponding to the permission you want to remove.
      highlight of the trash can icon on the Permissions tab

    4. To add a permission:

      • Click + Add Permissions.

      • Select the permissions you want to add to the role.

      • At the end of the screen, click + Assign n Permissions, where 'n' is the number of permissions you selected.
        highlight of the Assign Permissions button

Editing users associated with a role

The USERS tab lists the users who have the permissions associated with the selected role. From this tab, you can:

  • search for users by keyword;

  • see the user’s email, name, and status;

  • remove a user from this role (revoke the permissions related to this role, for this user);

  • assign user(s) to the selected role (see below).

Some exceptions apply to the Super Admin role. See the Super Admin table.

To edit the users associated with a role:

  • Go to Roles, in Access Control Settings.

    • You can access these settings by clicking the icon in the top right corner of any Sensedia product screen, or from the right side menu of a home page.

      access to Access Control Settings

      highlight of the Roles link on the Platform’s home screen

  • On the Roles screen, click > in the Actions column of the row for the role you want to add users to.
    highlight of the Edit Role button on the Roles screen

  • Click the USERS tab.
    highlight of the Users tab on the Roles screen

  • To remove a user associated with this role, click the trash can icon, located in the REMOVE column of the user’s row you want to remove.
    The user will no longer have the permissions associated with this role. highlight of the trash can icon on the Users tab

  • To assign a user to this role:

    • Click + Assign Users.
      highlight of the Assign Users button on the Users tab

    • Select the users you want to assign to the role.

    • Click + Assign n Users, where '<n>' is the number of users you have selected.
      The assignment will be effective, and the selected users will now have the permissions associated with this role.
      highlight of the Assign Users button on the Users tab

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