Role Creation Guide

Quick Steps

1. Click +CREATE ROLE button

2. Enter Role Name (3-50 characters, letters/numbers/spaces/-/_)

3. Select Organization

4. Check permissions for each section

5. Click CREATE

Role Name Rules

✅ Valid: Company Admin, Device_Manager, Field-Technician
❌ Invalid: _Admin (starts with _), Role- (ends with -), Admin__Role (consecutive __)

Permissions by Section

1. Devices

• Register - Add new devices

• View - See device list and details

• Edit - Modify device info

• Unregister - Remove devices

2. Users

• Create - Invite new users

• View - See user list

• Edit - Change names/roles

• Delete - Remove users

3. Roles

• Create - Define new roles

• View - See role list

• Edit - Modify permissions and name

• Delete - Remove roles

4. Organizations

• Create - Add child organizations

• View - See organization list

• Edit - Change names

• Delete - Remove organizations

5. VPN

• Create - Make VPN tunnels

• View - See VPN list

• Edit - Change tunnel names

• Delete - Remove tunnels, and remove devices and users from tunnel

• Start/Stop - Control VPN process

• Enable/Disable - Manage tunnel status

Permission Rules

⚠️ View Dependency

Must check View permission when checking any other permission in that section.

✅ Valid: Devices View + Register
❌ Invalid: Devices Register only (system auto check View)

⚠️ VPN Dependency

Must check Devices View when checking any VPN permission.

✅ Valid: VPN View + Devices View
❌ Invalid: VPN View only (system auto check Devices View)

Common Role Templates

System Administrator

✓ All permissions in all sections

Device Manager

✓ Devices: Register, View, Edit

✓ Users: View

✓ Organizations: View

Field Technician

✓ Devices: Register, View

Network Administrator

✓ Devices: View

✓ VPN: All permissions

Read-Only Viewer

✓ All sections: View only