Role assignment

After creating roles with the necessary permissions, you must assign them to your users or user groups. Role assignment in 247connect determines which users can access specific features, managed devices and sessions. You can assign one or more roles to one or more users or groups and choose to apply these roles at account level or to specific device groups.

Notes:

  • Assigning a role at device group level applies those permissions only to the selected group and its sub-groups. Roles assigned to users at account level give users permissions to the entire organisation and take precedence over roles assigned at device group level.

  • Changes to role permissions take effect when assigned users log out and log back in. Updates may take up to five minutes to apply.

  • You can easily see which roles have users assigned to them, as they are indicated by the Role assignment [person and padlock] Blue icon showing a person symbol next to a padlock..

Assign roles

  1. In the 247connect Web Portal, go to Account > Roles in the side menu.

    Web Portal with Account > Roles selected. It lists four roles: Global Administrator, On-demand Operator, Operator, and Support level 1 access. Each role has a brief description. The Actions column includes icons for role assignment, editing, and deleting. At the top right are two buttons: Role assignment and Add role.

  2. Click Role assignment.

  3. Select the role(s) you want to assign.

    Role assignment wizard, showing step 1: Select role. A search bar is available to filter roles. Four roles are listed with checkboxes: Global Administrator, On-Demand Operator, Operator and Support level 1 access. The checkbox for Support level 1 access is selected. Navigation buttons for Next and Back appear at the bottom right. Steps 2 (Select users) and 3 (Select device group) are grayed out.

  4. Click Next.

  5. To assign the role(s) to a group, select the user group(s).

    Role assignment screen in 247connect showing step 2, Select user groups. A list of six groups is displayed with checkboxes, including IT Administrators, Team Leaders, Tech Support levels 1 and 2, and UK/US Support teams. The UK Support team group is selected. Navigation buttons for Back and Next appear at the bottom.

  6. Click Next.

  7. To assign the role(s) to individual, select the user(s) from the list.

    Role assignment wizard, showing step 3: Select users. A search bar is available to filter users. Four users are listed with their names and email addresses. Checkboxes are shown next to each name. At the bottom right are Back and Next navigation buttons. Steps 1 (Select role) and 3 (Select device group) are also visible in the progress indicator.

  8. Click Next.

  9. Select the level at which you want to apply the assignment:

    • Account/On-demand: Applies the assignment across the whole account, including on-demand and device groups.

    • Device groups: Applies the assignment only to the selected device group, including sub-groups.

    Role assignment wizard, showing step 4: Select device group. A folder tree displays device groups under the parent group Account / On-demand, including subgroups. A search bar is provided to filter device groups. At the bottom right are Back and Create buttons. Steps 1 (Select role) and 2 (Select users) are marked as complete.

  10. Click Create.

View and remove role assignments

You can view where each role is assigned and, if you have the required permissions, remove those assignments.

Note: Removing a role always removes it from the assigned device group.

By role

See which users, user groups and device groups are assigned to a role.

  1. Go to Account > Roles in the side menu.

  2. Click the Role assignment [person and padlock] iconBlue icon showing a person symbol next to a padlock. next to the role.

  3. The Web Portal displays a list of users, user groups and device groups assigned to the role.

  4. To remove a user or user group, click the DeleteRed trash can. icon next to it.

  5. Click Yes to confirm the removal.

By user

View the roles assigned to a user and the device group where those roles apply.

  1. Go to Account > Users in the side menu.

  2. Click the required user.

  3. Select the User role assignments tab.

  4. The Web Portal displays the roles assigned to the user and the device groups where those roles apply.

  5. To remove the role assignment, click the DeleteRed trash can. icon next to the role.

  6. Click Yes to confirm the removal.

By user group

View the roles assigned to a user group and the device group where those roles apply.

  1. Go to Account > User Groups.

  2. Click the required group.

  3. Select the Role assignments tab.

  4. The Web Portal displays the roles assigned to the group and the device groups where those roles apply.

  5. To remove the role assignment, click the DeleteRed trash can. icon next to the role.

  6. Click Yes to confirm the removal.

By device group

See the roles, users and user groups assigned to a device group.

  1. Go to Managed in the side menu.

  2. Click the required device group.

  3. Select the Group role assignments tab.

  4. The Web Portal displays the role assignments for the device group.

  5. To remove a role assignment from the device group, click the DeleteRed trash can. icon next to it.

  6. Click Yes to confirm the removal.

Notes:

  • To delete multiple users or roles at once, select the checkboxes next to each item and click the Delete Red trash can. icon in the top right.

  • To add users, user groups and device groups to a role, click Role assignment and follow the steps in Assign roles.

See also:

Roles

Create a role

Manage roles