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Version: 24.9

Roles included by default

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

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

Roles included by default:

This role configuration 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.

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, power actions, or viewing device information. It does not enable access to Analyzer and allows the user to view 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 visibility only, allowing to view information in Read Only mode without the ability to perform support actions or modifications.

Level 2​

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

  • Portal: User
  • Workspaces: Level 2
  • Analyzer: Allow access

This role allows access to Workspaces with Level 2, which includes all support functionalities of Level 1 plus Level 2 functionalities, among which are the management of servers, networks, locations, wifi networks, and alert configuration. Allows access to Portal as a user and also access to Analyzer to view information about the inventory of applications or devices, 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 visibility only, allowing to view information in Read Only mode without the ability to perform support actions or modifications.

Organization admin​

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

  • Portal: Organization admin
  • Workspaces: Level 2
  • Analyzer: Allow access

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