Roles

NOTE: Only a user with administration permissions can access this page.

Getting There: In the Navigation Panel, clicktap Roles under Settings. If the menu is hidden, clicktap The Settings icon..

Overview

User access to Insite and its products can be secured through the use of Roles, which are collections of authorities that define a user's permissions for managed systems and products.

EXAMPLE:
#1

You have a team of accountants who are all part of the security group ACCOUNTING. By default, everyone in the ACCOUNTING group gets access to basic Insite functionality. However, you have a few accounting supervisors who need access to the Powertech test systems. You want to give them this authority without changing the privileges of everyone in the ACCOUNTING security group.

 

To achieve this, you would create an Accounting Supervisor Role with access to the Powertech test systems and assign it to an ACCOUNTING SUPERVISOR Security Group. Because the accounting supervisors are part of both Security Groups, and because both Security Groups have their respective Roles attached, the supervisors will inherit permissions for basic Insite functionality and the Powertech test systems. Regular accounting users will not be affected.

#2

You have three system engineers that only need access to the Robot products in Insite (Robot Network and Robot Schedule). You want to give them authority to all product functions for Robot but limit their access to other areas of Insite. To achieve this, you could create a Role that is authorized to Robot Network, Robot Schedule, and Insite Product Licensing, then assign it to each administrator

Insite comes with a default role that is created when you first log on as an admin. The admin role cannot be deleted and has full authority to all areas of Insite.

Managing Roles

ClickTap a link to learn how to add, edit, or delete roles:

NOTE: Permissions granted through roles are additive. If you create two roles with different authorities and assign them to a user, that user will have the authorities from both roles.