Device roles

Roles combine Device permissions into assignable access policies. Each role contains a name, notes, and permissions. Assign it to a device in Manage devices.

Page layout (screenshot numbers)

1. Search button: opens Search roles to search names or notes.
2. Delete button: deletes the role after a confirmation prompt at the bottom.
3. Role entry: shows its permission count, name, and notes. Select it to edit.
4. Add button: opens New role.

Role information

• N permissions configured: the number of permissions associated with the role.
• Role name: identifies the role, such as administrator and guest in the screenshot.
• Notes: its purpose and scope.
• Permissions: the paths and operations available to devices using this role.

Operations

1. Search roles

1. Select the search button (overview number 1).
2. Enter a keyword in Role name or notes.
3. Select Search for matching roles, or Reset to clear the conditions.

2. Add a role

1. Select Add (overview number 4) to open New role.
2. Enter a Role name. It cannot be empty; the page shows a validation message if it is missing.
3. Add Notes if needed.
4. Select permissions to associate with the role. Selected entries show a checkmark; select one again to remove it.
5. Select Save at the bottom right to create the role.

If the existing permissions are insufficient, choose Add permission beside the permission area to create one in Device permissions.

3. Edit a role

1. Select a role entry (overview number 3) to open Edit role.
2. Change its Role name or Notes. Close buttons beside the inputs clear their contents.
3. Select permission entries to add or remove them. Selected entries show a checkmark on the left.
4. Select Save at the bottom right.

4. Delete a role

1. Select the delete button (overview number 2).
2. Check the role name in the bottom confirmation.
3. Select Delete to confirm, or close the prompt on the right to cancel.

Recommendations

• Create roles for specific access needs, such as read-only access or temporary guests.
• Assign narrower permissions to unfamiliar devices.
• Check selected permissions before editing a role to avoid expanding access unintentionally.