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Version: 24.9

Roles included by default

The settings of the default roles affect all report groups of only the current organization. If the organization is of partner type and has client-type organizations below, or is client type and has sub-organizations below, they should be included as a new record in the Permissions tab in two formats:

  • All tenants: allows you to set a unified level of access and visibility for all organizations dependent on the root organization.
  • Individually: allows you to set different levels of access and visibility for each organization

Default included roles:

This role setting only affects the current organization. It is possible to assign more organizations with different permission levels in the Permissions tab of the same role in edit mode.

Level 1​

Users with the Level 1 role assigned will have the following accesses for their organization:

  • Portal: User
  • Workspaces: Level 1
  • Analyzer: No access

This role allows the most common support actions in Workspaces, such as providing remote assistance, sending microservices, energy actions or consulting device information. It does not enable access to Analyzer and allows the user to consult information without modifying it in Portal.

Level 1 Read Only​

Users with the Level 1 Read Only role assigned will have the following accesses for their organization:

  • Portal: User
  • Workspaces: Level 1 Read Only
  • Analyzer: No access

This role is identical to Level 1, but also restricts access to Workspaces to view-only, allowing information to be consulted in Read Only mode without the possibility of performing support or modification actions.

Level 2​

Users with the Level 2 role assigned will have the following accesses for their organization:

  • Portal: User
  • Workspaces: Level 2
  • Analyzer: Access

This role allows access to Workspaces with Level 2, which includes all the support functionalities of Level 1 plus Level 2 functionalities, including server management, networks, locations, WiFi networks, and alert configuration. Allows access to Portal as a user and also to Analyzer to consult information about application or device inventory, as well as user experience, carbon footprint, and more.

Level 2 Read Only​

Users with the Level 2 Read Only role assigned will have the following accesses for their organization:

  • Portal: User
  • Workspaces: Level 2 Read Only
  • Analyzer: No access

This role is identical to Level 2, but also restricts access to Workspaces to view-only, allowing information to be consulted in Read Only mode without the possibility of performing support or modification actions.

Organization admin​

Users with the Organization admin role assigned will have the following accesses for their organization:

  • Portal: Organization admin
  • Workspaces: Level 2
  • Analyzer: Access

This level is the highest level of access that can be granted to a user. It allows full visibility in Analyzer, all Level 2 actions in Workspaces and the ability to modify organization properties in Portal, including the creation and activation of Microservices or Flows, Patch Policies and more.