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:

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

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

Tenants

• Add Customers
  • Allows the admin to add/create a new Customer
• Delete Customers
  • Allows the admin to delete Customers

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 shared 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
• Generate Shared Key
  • DEPRECATED - Allows the ability to generate a shared key (no longer in use)
• View Elevated Access Section
  • Allows the admin the ability to View the Elevated Access Page

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
• Manage Customer Access
  • Allows the admin to view the User Groups page within Customer Access
• Manage Elevated Access Account
  • Allows the admin to view the User Groups page within Elevated Access
• Manage Elevated Access Account Membership
  • Allows the admin to manage elevated access assignments within Elevated Access
• Manage Elevated Access Group Member
  • Allows the admin to manage group membership of Elevated Access
• Manage Elevated Access Shared Account Member
  • Allows the admin to manage shared accounts within Elevated Access
• Manage Elevated Access User Member
  • Allows the admin to manage users within Elevated Access
• Manage Role Based Assignment
  • Allows the admin to manage groups within Role-Based Assignments
• View Group Section
  • Allows the Admin to view the User Group Details page
• View Groups Section
  • Allows the admin to view the Groups 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

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

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

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

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

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

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

Integrations

• View Applications Section
  • Allows the admin to view the Applications page

Billing

• View Billing & Licensing Section
  • Allows the admin to view the Billing & Licensing page

Customers

• 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

Dashboard

• View Dashboard Section
  • Allows the admin to view the dashboard (Overview page of the portal)