Within Role-Based Permissions, you will see dozens of roles! Some of them are self-explanatory, while others may sound a bit confusing. This article will break down these roles and what they do:
Access
- Add Role Group
- Allows the admin to create a new Role group
- Delete Role Group
- Allows the admin to delete Role groups
- Edit Role Group
- Allows the admin to edit Role groups
- Edit User Access to Customer Access
- Allows the admin to view the Customer Access page
- View Role-Based Permissions Section
- Allows the admin to view the Role-Based Permissions page
Access Token
- Add Access Token
- Allows the admin to add/create an Access Token
- Delete Access Token
- Allows the admin to delete Access Tokens
- Edit Access Token
- Allows the admin to edit Access Tokens
- View Access Token Section
- Allows the admin to view the Access Tokens page
Billing
- View Billing & Licensing Section
- Allows the admin to view the Billing & Licensing page
Convert to Admin
- Convert Admin to User
- Allows the admin to convert an admin user to an end-user
- Convert User to Admin
- Allows the admin to convert an end-user to an admin
Customer Activity
- View Customer Activity
- Allows the admin to view the activity of the customer
- View Customer Audit Events
- Allows the admin to view the audit log
Customers
- Add Customers
- Allows the admin to add/create a new Customer
- Delete Customers
- Allows the admin to delete Customers
Dashboard
- View Dashboard Section
- Allows the admin to view the dashboard (Overview page of the portal)
Devices
- Delete Endpoint
- Allows the admin to delete a Device
- Disable/Enable Endpoint
- Allows the admin to Enable/Disable the Device
- View Endpoint Details
- Allows the admin to view the details of the Device
- View Endpoints Section
- Allows the admin to view the Devices page
Directories
- Add Directory
- Allows the admin to create directories
- Delete Directory
- Allows the admin to delete directories
- Edit Directory
- Allows the admin to edit directories
- View Directories Section
- Allows the admin to view the Directories page
Elevated Access
- Add Elevated Access
- Allows the admin to create/add an Elevated Access Assignment
- Can be elevated Admin
- Allows the admin the ability to elevate to a domain account (important for Elevated Access)
- Delete Elevated Account
- Allows the admin to delete an Elevated Access Assignment
- Edit Elevated Access
- Allows the admin the ability to delete Elevated Access Assignments
- Allows the admin the ability to delete Elevated Access Assignments
- View Elevated Access Section
- Allows the admin the ability to View the Elevated Access Page
Elevation Requests
- Manage Elevation Notifications
- Allows the admin to create, enable, disable or delete notifications from the Elevation>Configuration section for a Tenant.
- Manage Elevation Requests
- Allows the admin to approve or deny Elevation Requests.
- Manage Elevation Rules
- Allows the admin to create, enable, disable or delete Rules at Tenant level.
- Manage Environment Level Elevation Notifications
- Allows the admin to create, enable, disable or delete notifications from the Elevation>Configuration section at a Global Level.
- Manage Environment Level Elevation Rules
- Allows the admin to create, enable, disable or delete Rules at Global level.
Groups
- Add Group
- Allows the admin to create a User Group
- Add Group Members
- Allows the admin to add users to a User Group
- Delete Group
- Allows the admin to delete User Groups
- Delete Group Members
- Allows the admin to delete members of a User Group
- Edit Group
- Allows the admin to edit the User Group
- View Group Section
- Allows the Admin to view the User Group Details page
- View Groups Section
- Allows the admin to view the Groups page
Integrations
- View Applications Section
- Allows the admin to view the Applications page
Keys
- Add Key
- Allows the admin to add a key
- Delete Key
- Allows the admin to delete keys
- Disable/Enable Key
- Allows the admin to Enable or Disable Keys
- View Keys Section
- Allows the admin to view the Keys page
Local Admin Accounts
- Manage Local Admin Accounts
- Allows the admin to view and manage Local Admin Accounts
Onboarding
- Add Onboarding
- Allows the admin to create a new onboarding campaign
- Delete Onboarding
- Allows the admin to delete onboarding campaigns
- Edit Onboarding
- Allows the admin to edit onboarding campaigns
- View Onboarding Section
- Allows the admin to view the Onboarding page
Rules
- Add New Rule
- Allows the admin to add a new policy
- Delete Rule
- Allows the admin to delete policies
- Disable/Enable Rule
- Allows the admin to disable/enable policies
- Edit Rule
- Allows the admin to edit the policy
- View Policies
- Allows the admin to view the Policies page
Users
- Add new Evo cloud user
- Allows the admin to add a new Evo Cloud user
- Delete User
- Allows the admin to delete Evo cloud users
- View User
- Allows the admin to view the User Details
- Disable/Enable MFA
- Allows the admin to Enable or Disable MFA for users
- Disable/Enable User
- Allows the admin to Enable or Disable users
- Send Welcome Email
- Allows the admin to send a Welcome E-mail to the user
- Send Password Reset
- Allows the admin to send a Password reset to the user
- View People Section
- Allows the admin to view the People page
Web Accounts
- Manage Web Accounts
- This role will allow an admin to create and delete web accounts
- Use Web Accounts
- This role will an admin to check-in/check-out a web account.
White Labeling
- Edit Color Scheme
- Allows the admin to edit the color scheme of the Evo Portal
- Reset Customizations
- Allows the admin to reset to default
- Upload Logo
- Allows the admin to upload a logo
- View Customization Section
- Allows the admin to view the White Labeling page