Role assignment

Assigning roles 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 across 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.

Create role assignments

You can create role assignments from several locations in 247connect.

Assign roles from the Roles page

Use this method to assign one or more roles to multiple users or user groups.

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

  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, Managed User, On-Demand User 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 device group(s) to assign the role and user(s) to. Choosing Account / On-demand applies the assignment across the whole account. Assigning to a parent device group will automatically include child 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.

During role creation

When creating a role:

  1. Enter the role details and configure the role permissions.

  2. Click Save.

  3. Select the Role assignments tab.

  4. Click New role assignment.

    Role assignment wizard showing step 1, Select user groups, with a searchable list of user groups and navigation buttons.

  5. Select the required user groups.

  6. Click Next.

  7. Select the required users.

  8. Click Next

  9. Select the required device groups.

  10. Click Create.

Note: The Role assignments tab is unavailable until you save the role.

Assign roles to a user

Use this method to assign one or more roles to a specific user.

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

  2. Click the required user.

  3. Select the User role assignments tab.

  4. Click New role assignment.

    Role assignment screen for user Jane Neal showing step 1, Select role, with a searchable list of available roles and selection checkboxes.

  5. Select the required role(s).

  6. Click Next.

  7. Select the required device group(s).

  8. Click Create.

Assign roles to a user group

Use this method to assign one or more roles to a specific user group.

  1. Go to Account > User Groups in the side menu.

  2. Click the required user group.

  3. Select the Role assignments tab.

  4. Click New role assignment.

    Role assignment screen for the user group “Tech Support level 1 access” showing step 1, Select role, with a searchable list of available roles and selection checkboxes.

  5. Select the required role(s).

  6. Click Next.

  7. Select the required device group(s).

  8. Click Create.

Assign roles to a device group

Use this method to assign one or more roles within a specific device group.

  1. Go to Managed in the side menu.

  2. Click the required device group.

  3. Select the Group role assignments tab.

  4. Click New role assignment.

    Role assignment screen for the device group “Japan” showing step 1, Select role, with a searchable list of available roles and selection checkboxes.

  5. Select the required role(s).

  6. Click Next.

  7. Select the required user group(s).

  8. Click Next.

  9. Select the required user(s).

  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 required role and select the Role assignments tab.

  3. View a list of users, user groups and device groups assigned to the role.

  4. To change the device groups for a role assignment, select it from the list, update the device groups and click Update.

  5. To remove an assignment, click the Delete Red trash can. icon next to it.

  6. 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. View the roles assigned to the user and the device groups where those roles apply.

  5. To change the device groups for a role assignment, select it from the list, update the device groups and click Update.

  6. To remove the role assignment, click the Delete Red trash can. icon next to the role.

  7. 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. View the roles assigned to the group and the device groups where those roles apply.

  5. To change the device groups for a role assignment, select it from the list, update the device groups and click Update.

  6. To remove the role assignment, click the Delete Red trash can. icon next to the role.

  7. 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. View the role assignments for the device group.

  5. To change the roles assigned to the device group, select the role assignment from the list, update the roles and click Update.

  6. To remove a role assignment from the device group, click the Delete Red trash can. icon next to it.

  7. 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

Add a role

Manage roles