Roles

Roles define the specific actions and permissions users can perform in 247connect. By assigning roles, you can control access to features and functions, ensuring each user has the right level of responsibility and authority.

Each role combines a set of permissions tailored to tasks, such as managing account settings, device groups and users or controlling what features are available during managed device and on-demand sessions.

Available roles

When you first create your 247connect account, a Global Administrator role is created automatically. This role has full permissions and can't be edited or deleted. We recommend using it only for the initial set-up of 247connect, then creating your own administrator roles.

247connect provides the following pre-defined roles:

Global Administrator

This role has full access to all actions and settings.

Note: To allow the Global Administrator to access on-demand support sessions, you must assign an On-demand licence to them.

Managed User

Grants permissions to perform actions required for support sessions on managed devices.

On-demand User

Grants permissions to perform actions required for on-demand support sessions.

Notes:

  • There must always be one user that has the Global Administrator role assigned to them.

  • You can’t delete a user if they are the only one assigned the Global Administrator role.

  • If there is only one user with a Global Administrator role, you can't remove the role from them.

View roles

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

  2. The display area shows a list of roles.

    Web Portal with Account > Roles selected. It lists four roles: Global Administrator, Managed User, On-demand User 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.

    You can sort the table by clicking a column header. Click again to change the sort direction. An arrow icon next to the column header indicates the current sort direction.

    You can customise the table by selecting which columns to show and adjusting their order. Click the settings Gear icon. icon at the top of the display area. In the Manage columns pane, remove a column by clicking the close X symbol. icon or drag and drop column names to reorder them, then click Save.

    Note: Locked columns (indicated with a padlock Closed padlock. icon) can't be removed. To reinstate a removed column, select it from the Add new column drop-down list. To restore the default column layout, click Reset.

    You can export the table to a PDF or .CSV file. Click the three dots icon Three vertical dots. at the top right of the display area, then select Export to PDF or Export to CSV. The file is saved in your Downloads folder.

Search for a role

  1. Click in the search bar and enter your search term.

  2. A list of matching roles appears as you type. Select the required role.

  3. Click Close X symbol. to end the search.

Notes:

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

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

See also:

Create a role

Manage roles

Assign a role to a user