Adding a User Role and Granting Permissions

Before you begin

Ensure you have access to the Users and Permissions view in SOTI Connect and the necessary administrative privileges to create roles.

About this task

To add a new user role to SOTI Connect:

Procedure

  1. From the SOTI Connect main menu select Users and Permissions. The Users and Permissions view opens, with the Roles tab selected.
  2. In the left pane, select the Create New Role.
  3. In the Create New Role dialog box, enter a unique name for the role.
  4. Select Save. The new role appears in the left pane.

Results

The new user role has been successfully added to SOTI Connect.

What to do next

Adding General Permissions to a Role

About this task

General permissions define what a role can view and modify within SOTI Connect. For example, you can allow a role to view device reports but restrict modification access.
General Permissions selection interface with Reports permissions highlighted
Note: A dash (–) in a parent node check box (for example, Reports) indicates that some but not all child permissions are selected. In the example below, "Read" is enabled, but "Modify" is not.

Procedure

  1. In the left pane, select the role you created.
  2. Select General Permissions. The General Permissions view appears on the right side of the screen.
  3. Select the Allow check boxes beside the permissions you want to assign.
    Note: Some permissions include both Read and Modify options.
  4. Select Save.

Results

The selected general permissions are now applied to the user role.

Adding Device Group Permissions to a Role

About this task

Device group permissions control the level of access a role has to specific device groups in SOTI Connect. For example, a role might have read-only access to the Western device group but full access to the Eastern group.
Note: By default, all new roles are assigned to All Device Groups with basic "Read" and "Enroll/Unenroll" permissions.
Example of Device Group Permissions

Procedure

  1. In the left pane, select the new role you created.
  2. Select Device Group Permissions. The Device Group Permissions view opens on the right side of the screen.
  3. In the Device Groups area, select the check boxes beside the device groups and sub-groups you want to assign to the role. For example, select the "Manufacturing" subgroup within the "My Company" device hierarchy
  4. In the Permissions area, select the check boxes beside the capabilities you want to assign. For instance, you can grant "Read" and "Enroll/Unenroll" permissions for devices in the "Manufacturing" group.
  5. Select Save.

Results

The role’s device group permissions are saved, and users assigned to this role will inherit the configured access levels.