Skip to main content

Role Creation Guide

Quick Steps

    Navigate to the Roles page and click theClick +CREATE ROLE button(top left corner). This will take you to the "Create New Role" page.button

    obraz.png

    The "Create New Role" form is used to define a new role by assigning specific permissions across different sections.


    Input Fields

    Role Name*:
    Enter the name for the new role.

    Input Rules:

      The Role Name  must be 3 (minimum) to 3-50 (maximum)characters, charactersletters/numbers/spaces/-/_) long. It can include letters (A–Z, a–z), numbers (0–9), spaces, hyphens (-), and underscores (_). The Role Name cannot start or end with a hyphen (-) or underscore (_). It cannot contain consecutive hyphens or underscores (e.g., Admin__Role or Role--Manager).

      Organization Name*:
      Select the Organization

      from the dropdown

      Check menu.permissions for each section

      Click CREATE

      Role (1).png

      Role Name Rules

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


      Permission

      Configuration

      Permissions areby organizedSection

      into

      1. five main sections.
      Check the boxes to grant the corresponding abilities to the users who will be assigned this role. Permissions Breakdown Section Permission Description Devices Register Allows the user to register new devices.   View Allows the user to view the list and detail page of a device.   Update Allows the user to change a device’s location or edit its description.   Unregister Allows the user to remove a device from its assigned organization. Users Create Allows the user to invite new users.   View Allows the user to view the list of existing users.   Update Allows the user to edit a user's name or change their assigned role.   Delete Allows the user to delete a user account. Roles Create Allows the user to define and create new roles.   View Allows the user to view the list and profiles of roles.   Update Allows the user to modify the name or permissions of an existing role.   Delete Allows the user to delete a role. Organizations Create Allows the user to create new child organizations.   View Allows the user to view the list of organizations.   Update Allows the user to modify the name of an organization.   Delete Allows the user to delete an organization. VPN Create Allows the user to create new VPN tunnels and add devices/users to them.   View Allows the user to view the list and overview page of VPN tunnels.   Update Allows the user to edit the name of a VPN tunnel.   Delete Allows the user to delete a VPN tunnel, which also removes users and devices from it.   Start/Stop Allows the user to start and stop an existing VPN tunnel.   Enable/Disable Allows the user to enable and disable an existing VPN tunnel. ⚠️ Important Notes on Permissions

      • ViewRegister Dependency:- TheAdd Viewnew permission for any section is required if you intend to grant any other permission (Create, Update, Delete, etc.) in that same section.devices

      • VPNView Dependency:- See device list and details

      Edit To- grantModify anydevice info

      VPNUnregister permissions,- theRemove Devices View permission must also be selected.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