Assigning or editing security roles is typically a function performed by the Client Admin or a user name setup with similar permissions as the Client Admin. Security allows you to assign security roles (user permissions) to users and user groups. Security roles control which menus and menu items are available for use on the website. You can assign one or more of the following security roles to users and user groups:
- Asset Admin: view and edit Asset System Status, Asset Admin, and Asset Type Editor.
- Billing Admin: view, print, or export unit billing data, billing reports, and billing plans in Billing Admin, Billing Report , Cost Center Setup and Unit Billing Data.
- Client Admin: view and edit Client Profile, Security, User Admin, and Contact Groups, as well as Extracts and all Billing menus.
- Unit Admin: view and edit Unit System Status, Unit Admin, Send Commands, and Unit Template Editor.
Click Admin > Security and then perform any of the following tasks when working with security roles in Security:
- assign a Security Role
- remove a Security Role
To assign a security role
- Select a security role in Security Roles, such as Asset Admin, Billing Admin, Client Admin, or Unit Admin.
- To assign the security role to a user, click Add User. Select a user name in the list and then click the add icon (+). Repeat this step as needed.
- To assign the security role to a user group, click Add User Group. Select the name of a user group in the list and then click the add icon (+). Repeat this step as needed.
Note: If you want to view a current list of users and user groups assigned to a certain security role, click the security role in Security Roles and then view the information that displays in Groups & Users.
To remove a security role
- Select a security role in Security Roles, such as Asset Admin, Billing Admin, Client Admin, or Unit Admin.
- Click the delete icon (–) associated with the user or user group in Groups & Users.