Roles

With Roles you can control user permissions and manage all access according to your company’s security needs and policies. You can have greater control, limiting the actions and privileges to the resources available in your Sensedia products.

The rules are applied for each user, ensuring that resources are only accessed by those who have the appropriate permissions to do so.

These roles can be assigned to a user when you create or edit that user.

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

The main page Roles shows a list of existing roles. In addition to the role name, you can see the description (when there is one) and the products the role applies to.

Editing a role

To edit a role, enter Main menu  Roles. In the list of roles, look for the role you want to edit and click on it. You will be directed to a new page, which has two tabs: PERMISSIONS and USERS.

The PERMISSIONS tab lists the permissions assigned to the selected role. From this tab you can:

  • search for permissions using a keyword;

  • edit role name and description by clicking the EDIT ROLE INFO button;

  • delete a permission from a role by clicking the icon of a blue trash can inside a circle button;

  • assign permissions to the role by clicking the ASSIGN PERMISSIONS button.

The USERS tab shows a list of users who have the permissions associated with the selected role. From this tab you can:

  • search for users using a keyword;

  • view the email, name, and status of the user;

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

  • assign one or more users to the selected role (see below).

Some exceptions apply for the Super Admin role. Please refer to table below.

Assigning users to a role

To assign a user to a role, after you have clicked on the role name on the Roles main page, click on the USERS tab.

This tab shows a list of users who are associated with this role.

Click ASSIGN USERS to assign users to the selected role. A modal screen will open, showing a list of users so you can select the ones that can have these permissions. After selecting one or more users, click the SAVE button to finish the user assignment process.

To remove a user from this role, click the image of a blue trashcan icon in the REMOVE column. You need to confirm the action by clicking the DELETE button.

Creating a role

To add a new role, click the New Role button, represented by the + sign, located on the lower right corner of the Roles main page.

The process of creating a new role has three steps, with a screen for each step:

  • OVERVIEW: enter a name (required) and description (optional) for the role;

  • PERMISSIONS: select the permissions you want to add to this role;

  • REVIEW: review the details of the role you are creating.

When finished creating the role, click the FINISH button.

To navigate between steps, click the corresponding step in the navigation bar (breadcrumbs) or click the NEXT button to advance.

The CANCEL button cancels the entire process.

animation showing how to create a new role

Super Admin users

A user with Super Admin role permissions can perform all available operations, however:

  • a Super Admin user cannot delete itself (i.e. it cannot remove its own Super Admin user);

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

  • no user can edit the Super Admin role permissions.

Remove its own user

Remove (another) Super Admin user

Remove regular user

(except 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
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