Manage user permissions

Learn how to set different levels of permissions for individual users or groups, restricting or granting access to certain system features and functionalities.

Permission levels

Permission levels determine what actions users can perform, what resources they can access and to what extent they can view or administer the system.

No permissions

Without being bound by any permissions, the user will have access to view the devices that are part of their context in the Devices > Inventory menu.

All specific permissions also grant this access.

Admin

This is the highest level of permission and grants full access and control over all features and functionality. Administrators have extended privileges and are responsible for managing and configuring the system, as well as performing maintenance and administration tasks.

It is important to remember that the administrator permission level should be assigned with care, as it grants access to critical and confidential system resources.

Administration

This permission level will have full access to all views and actions related to customers, sites, units, groupings, users, administration of unmanaged devices, dashboards, reports and alerts.

Clients
View the client grid	View customers in the Administration > Customers menu grid Open the customers' properties and view the Info tab
Client management	Grant the View the client grid permission together. Create or edit customers
Department management	Grant the View the client grid permission together. View the departments in the grid when opening a customer in the Administration > Customers menu Create or delete customer departments
Sites
View site grid	Grant the View the client grid permission together. View the sites in the grid when opening a customer in the Administration > Customers menu Open the properties of the sites and view the tabs Info and Devices
Site management	Grant the View the client grid and View site grid permissions together. Create, edit or delete sites Set sites as default Add devices to the site Assign department to site devices

Units
View unit grid	View the units and subunits in the Administration > Units menu grid Open the properties of units and subunits and view the Info, Assignment Rules, Users and Devices tabs
Unit management	Grant the View unit grid permission together. Create, edit or delete units and subunits

Users
User management	View users in the Administration > Users menu grid Open the user properties and view the Info, Permissions and Units tabs Create, edit or delete users
Permission group management	View the permission groups in the Administration > Permission Groups menu grid Open the properties of the permission groups and view the Info, Permissions and Users tabs Create, edit or delete permission groups

Administer unmanaged devices

View unmanaged devices in the Devices > Unmanaged menu grid
Go back to managing devices in the Devices > Unmanaged menu
Stop managing devices in the Devices > Inventory menu
Open device properties

Dashboard
View Alert indicators	View, create, duplicate and edit the dashboards with indicators related to the Warnings category: Alerts by criticality
View Printer indicators - Monitoring	View, create, duplicate and edit the dashboards with indicators related to the Printers - Monitoring category: Monitoring - Online and offline Monitoring - Online and offline by customer Printer monitoring Printer monitoring by customer Total Printers - Monitored Total printers - Online
View Thermal Printer indicators - Monitoring	View, create, duplicate and edit the dashboards with indicators related to the Thermal Printers - Monitoring category: Thermal Printers - Online and Offline Thermal Printers - Online and Offline by customer
View Printer indicators - Production	View, create, duplicate and edit the dashboards with indicators related to the Printers - Production category: Average pages per printer Daily production - last 30 days Environmental impact Printed pages Prints by organization
View Printer indicators - Supplies	View, create, duplicate and edit the dashboards with indicators related to the Printers - Supplies category: Demand planning Premature exchanges Supplies running low
View inventory indicators	View, create, duplicate and edit the dashboards with indicators related to the Inventory category: Customers Total printers
View Computers indicators - Monitoring	View, create, duplicate and edit the dashboards with indicators related to the Computers - Monitoring category Computers - Active and inactive Computers - CPU usage Computers - Memory usage Computers - Disk usage Active and inactive computers by customer Usage indicators by customer

Business Intelligence (Beta)

View the indicators available in the Business Intelligence menu

Viewing is conditional on licensing the functionality; without this license, even with the permission activated, it will not be possible to access the menu.

Segregation by units is not applied in this functionality. Therefore, users will view the indicators based on the data of all the portal's customers.

Reports
Customized	View, filter and generate the custom reports created by other users in public mode in the Reports > Custom menu grid
Predefined	View, filter and generate predefined reports from the Reports > Predefined menu
Manage	Grant the Customized permission together. Create, edit or delete the custom reports from the Reports > Custom menu
Export	Grant the Predefined and/or Customized permissions together. Export the reports generated in the Reports > Predefined and/or Reports > Custom menus

Alerts
Viewing alert rules	View the alert rules in the Settings > Alert rules menu grid Open the properties of the alert rules and view the Registration and Notifications tabs
Manage alert rules	Grant the Viewing alert rules permission together. Create, edit or delete alert rules
View alerts	View alerts in the Warnings > Open, Warnings > Processing and Warnings > Closed menus grids View alerts in the Warnings tab of a device's properties in the Monitoring > Printers menu Open the alert properties and view the Info and History tabs View the Warnings column in the Monitoring > Printers menu grid View the Active alerts indicator on the Summary tab of a device's properties in the Monitoring > Printers menu
Manage alerts
Handle alerts	When this permission is selected, the View alerts permission will be checked automatically. Send alerts for process in the Warnings > Open menu or in a device's properties in the Monitoring > Printers menu
Forward alerts	When this permission is selected, the View alerts permission will be checked automatically. Forward alerts by e-mail in the Warnings > Open and Warnings > Processing menus, or in a device's properties in the Monitoring > Printers menu
Close alerts	When this permission is selected, the View alerts permission will be checked automatically. Close alerts in the Warnings > Processing menu

Computers

This permission level will have full access to all views and actions related to computers.

View computer grid	View the computers in the Monitoring > Computers menu grid Open the computer properties and view the Summary, Info, Performance, Location and Moves tabs
Disable management	Grant the View computer grid permission together. Stop managing computers in the Monitoring > Computers menu
Edit computers	Grant the View computer grid permission together. Edit the computer register

Installations

This permission level will have full access to all views and actions related to the installations.

View Module and Service grids

View the modules and services in the Installations > Modules and Installations > Services menus grids
Open the module properties and view the Details, Services and Logs tabs
Open the service properties and view the Details, Printers and Logs tabs
Open the properties of the module services in the Services tab
Refresh the service and module logs
Export the service and module logs

Installation management

Grant the View the Modules and Services grids permission together.

Editing service settings
Configuring service logs

Service status
Service status grid view	View the Installations > Automatic updates > Service status menu
Updating services	Grant the Service status grid view permission together. Press the Update button to automatically update the desired services
Services download	Grant the Service status grid view permission together. Press the Donwload button to download the update file for the desired service

Update rules
Update rules grid view	View the Installations > Automatic updates > Update rules menu
Update rules management	Grant the Update rules grid view permission together. Create, edit or delete update rules

Managing service rules	View the Installations > Enable services menu Configuring service rules
Enable or disable general service rule	View the Installations > Enable services menu Edit services to enable or disable them

Printers

This permission level will have full access to all views and actions related to printers, supplies, meters and product compatibility.

Create printers	Grant the View printers permission together. Create the printers manually in the Monitoring > Printers menu and in the Printers tab of a service's properties in the Installations > Services menu
View printers	View the printers in the Monitoring > Printers menu grid Open the printer properties and view the Summary, Info, Meters, Supplies, Services and Moves tabs Open the properties of the supplies in use and exchanged and view the Summary and Readings tabs
Edit Printers	Grant the View printers permission together. Edit the printer register
Disable management	Grant the View printers permission together. Stop managing printers in the Monitoring > Printers menu
Enable or disable monitoring	Grant the View printers permission together. Stop monitoring or return to monitoring printers
Printer settings management	Manage all settings in the Settings > Monitoring menu
Enable or disable replenishment service	Grant the View printers permission together. Activate or deactivate the replacement service when opening a printer in the Monitoring > Printers menu

Supplies
Warning management	View the alerts in the Supplies > Supplies running low and Supplies > Premature exchanges menus grids Open the properties of the supplies running low alerts and view the Summary, Historic and Readings tabs Open the properties of the premature change alerts and view the Summary and Readings tabs Request supply demands Finish premature exchanges
Supply settings management	Manage all settings relating to supplies from the Settings > Supplies menu
Demand planning	View the demands in the Supplies > Demand planning and Supplies > Completed demands menus grids Open the demand properties and view the Info and Historic tabs Change product, change status, finish or refuse supply demands Register customized demand statuses in the Settings > Supplies menu
Forecast generation	Generate supply forecast in the menu Supplies > Forecasts > Generate forecast
Supplies in use	View all supplies in use in the Supplies > Supplies in use menu grid
Administration of product settings	Activate or deactivate the automatic registration of products and compatibilities in the Settings > Supplies menu

Meters
Insert meters	Grant the View printers permission together. Add meters manually when opening a printer in the Monitoring > Printers menu
Meter settings management	View the meters in the Settings > Meters menu grid Open the properties of the meters and view the Info and Rules tabs Create, edit, delete, disable and enable meters Create, edit or delete meter rules

Compatibility
Compatibility administration	Grant the View compatibility permission together. Add or remove compatible and standard products from printers
View compatibility	View the compatibilities in the Supplies > Products > Compatibilities menu grid See printer compatibility and view the Compatible products and Standard products tabs

Stocks

This permission level will have full access to all product-related views and actions.

Products
Product management	Grant the View products permission together. Create, edit, delete and import products
View products	View the products in the Supplies > Products > Inventory menu grid Open the product properties and view the Info tab

Print queues

This permission level will have full access to all views and actions related to drivers, print queues and print queue users.

Drivers
Driver administration	When this permission is selected, the View drivers grid permission will be checked automatically. Create, edit or delete drivers
View drivers grid	View the drivers in the Print queues > Drivers menu grid Open the driver properties and view the Info and Print queues tabs The Print queues tab within the driver properties will only appear if the user has View print queues grid permission.

Print queues
Print queue management	When this permission is selected, the View drivers grid, View print queues grid, View user grid, View groupings grid and Administration of SNMP settings permissions will be checked automatically. Create, edit or delete print queues Changing the print queue drivers Importing print queues Force deletion of computers from the queue in the Installation status tab Create or delete print queue removal rules in the Settings > Print queues menu
View print queues grid	View the print queues in the Print queues > Print queues menu grid Open print queue properties View the Info and Installation status tabs View the printers in the Print queues > Printers menu grid
Queue installation management	When this permission is selected, the View print queues grid, View user grid and View groupings grid permissions will be checked automatically. Add or delete computers and groupings

Users
User management	When this permission is selected, the View user grid permission will be checked automatically. Create, edit or delete print queue users
View user grid	View users in the Print queues > Users menu grid Open the user properties View the Info and Print queues tabs

Groupings
Group Administration	Grant the View groupings grid permission together. Create, edit or delete groupings
View groupings grid	View the groupings in the Print queues > Groupings menu grid Open the properties of the groupings and view the tabs Info, Members and Print queues View the Groupings tab in the properties of the print queue users in the Print queues > Users menu

Thermal printers

This permission level will have full access to all views and actions related to thermal printers and odometers.

View thermal printers	View the thermal printers in the Monitoring > Thermal printers menu grid Open the thermal printers' properties and view the Summary, Info, Odometer and Moves tabs
Disable management	Grant the View thermal printers permission together. Stop managing thermal printers in the Monitoring > Thermal printers menu
Edit thermal printers	Grant the View thermal printers permission together. Edit the register of thermal printers

Odometers
Insert odometers	Grant the View thermal printers permission together. Add odometers manually by opening a thermal printer in the Monitoring > Thermal printers menu

EcoPrint

This permission level will have full access to all views and actions related to EcoPrint.

EcoPrint
Rule administration	When this permission is selected, the View rules grid and Administration of SNMP settings permissions will be checked automatically. Create, edit or delete savings rules in the EcoPrint > Rules menu
View rules grid	View the savings rules in the EcoPrint > Rules menu grid Open the rule properties and view the Info and Members tabs

Settings

This permission level will have access to specific settings.

SNMP protocol
Administration of SNMP settings	View the SNMP protocol settings in the Settings > SNMP protocol menu grid Create or delete SNMP protocol settings in the Settings > SNMP protocol menu

How do I manage permissions?

You can manage permissions in four ways:

When creating the user
When editing the user
When creating a permission group
When editing a permission group

The permissions have a hierarchical architecture, meaning that if you select the highest level, the other permissions will already be selected.

Permission levels

No permissions

Admin

Administration

Clients

Sites

Units

Users

Dashboard

Reports

Alerts

Manage alerts

Computers

Installations

Service status

Update rules

Printers

Supplies

Meters

Compatibility

Stocks

Products

Print queues

Drivers

Print queues

Users

Groupings

Thermal printers

Odometers

EcoPrint

EcoPrint

Settings

SNMP protocol

How do I manage permissions?