A role can only be edited by an administrator who has access to all the groups the role has been made available to. For more information about roles, click here.
You cannot edit a role if you have fewer permissions than the role gives access to, e.g. if a user does not have access to the Config module, they cannot make changes to a role that has access to the Config module. Make sure that the user who is editing the role has the same permissions as the role that is being edited.
- Click Manage.
- Under User Admin, click Roles.
- Click on the required role name or click on the downwards action arrow located at the end of the line and click edit.
- Make the required changes to the role details and/or permissions by clicking on the relevant tab on the left:
- You can view in how many groups the role has been made available and add more groups by clicking on the Make available button. Remember that roles are created at a specific level in the organisation hierarchy and this determines who can access the role.
- The role can be shared with many groups. When you share a role to another dealer or to a group in the organizational hierarchy where you may not have editing rights, you may not be able to edit the role in future.
- The list of organisations available for selection is dependent on the user who is creating the role and his/her permissions.
- The role will be visible to anyone who has "view role" access to the group(s) that the role is allocated to.
- Any user that has access to the organisation group can make use of this role when they are creating users.
- On the permissions page, start by enabling or disabling the features for the role. Note that the sections are grouped into the features and functionality as they are displayed in MiX Fleet Manager as menu times, e.g. The Activity Timeline section groups together the functionality as found under the Activity Timeline menu under Monitor.
Also note that you get functional permissions and permissions to data. A functional permission could, for example give users the ability to import contacts and when you give access to the contacts permission you give permission to data, in other words to access, update or delete the contacts data. Read more about the data permission below.
- Click Save.
Data permissions
As explained above, a data permission gives access to data, e.g. to the assets data or to the driver data, where a functional permission gives permissions to a function, e.g. to export assets or to update the assets' license information.
If the administrator set up the organisation with a role that is only allowed to perform basic tracking (a functional permission) and assigned this role to a group of users who do not have permissions to access the assets data they will not be able to view any assets details in Live tracking and therefore not be able to perform their job, which is to monitor vehicles within Live tracking.
Therefore, in order for the user to successfully track their assets in Live tracking, the assets data permission will automatically be assigned in the background, which means the user will be able to view assets in the Live tracking feature, but will not still be able to view the assets module as they do not have the functional permission to assets.
By virtue of the fact that you have permission to see Live tracking, you also have the ability to plot the events on the trial. You need a data permission to see the events, but you won't be able to access the events in the Config groups module if you haven't been given access to functionality.
Thus, this data permissions is automatically assigned in certain modules, e.g. if a user has not been granted access to the contacts module but need to set up subscriptions to reports in the Insights module. They now need a data permission in Insights to access the contacts data. They will not automatically gain access to the Contacts module however.
If you are having trouble editing a role, read more here.