Making Account Permissions Easier with Roles [New Feature]

With this new release, we are excited to introduce the new concept of Roles. Prior to this feature, customer accounts had two type of users: Owners and Subusers. Owners had full permissions to change anything tied to their account in the Administration section, while Subusers would have minimal Administration access. This prevented Subusers from modifying any critical settings that had been previously set up.

Another issue we had before Roles was we could only allow a single Owner on an account to prevent billing issues. This meant only one user could have full control over the account. We recognized this issue and expanded on the concept by introducing two new roles: Admins and Managers.

The hierarchy from most permissions to least permissions is:

  1. Owner
  2. Admin
  3. Manager
  4. Regular

The Owner and Admins essentially have the same level of permissions except that billing emails will go to the Owner (there can still only be one owner). They will have permissions to modify all settings in the Administration tab.

The Manager role has reduced permissions where they do not have the ability to change the Collector Profiles, Server Sets, Logs, Users, Providers, Partners, or Account settings. And the Regular user role will have no access to the administration tab at all. Refer to the table below for graphical representation.

Feature Owner
(single)
Admin Manager User
Receives Billing Email
X
-
-
-
Admin | Settings
X
X
X
-
Admin | Applications
X
X
X
-
Admin | Collector Profiles
X
X
-
-
Admin | Collectors
X
X
X
-
Admin | Server Tags
X
X
X
-
Admin | Server Sets
X
X
-
-
Admin | Alert Settings | Alerts
X
X
X
-
Admin | Alert Settings | Polled Data
X
X
X
-
Admin | Alert Settings | Maintenance
X
X
X
-
Admin | Polled Data
X
X
X
-
Admin | Logs
X
X
-
-
Admin | Providers
X
X
-
-
Admin | Partners
X
X
-
-
Admin | Users
X
X
-
-
Admin | Profile
X
X
X
-
Admin | Account
X
X
-
-
Dashboard | Modify Widgets
X
X
X
-
Dashboard | Move Widgets
X
X
X
-

The introduction of Roles also plays a “role” (see what I did there?) in improving the overall experience of customizing Dashboards. Only users with Manager permissions or higher will be able to modify the widgets and/or move their positions. All Regular users will only be able to view the data which means that you can finally give your non-technical CEO access to their own dashboard without worrying about accidental tweaks or edits.

It is important to note that with this push, everyone that is not an Owner will be defaulted to Manager. We hope you enjoy this new feature and, as always, let us know if there are any issues.

3 thoughts on “Making Account Permissions Easier with Roles [New Feature]

  1. Hi

    Thanks for implementing that feature. We are going to be able to deploy the dashboard to a lot more people. With the previous setting we simply could not.

    Now what is really missing for us is the ability to script UI setting. Having to do all setting by hand is crazy. we want to have an API so that we can define the dashboard though code. That would make it a lot easier to really use the system and reuse UI building block.

    Cheers

    Vincent

    • Hey Vincent,

      Thanks for the feedback. Right now there isn’t an API available to do that and not sure where it is on our roadmap. I’ll share your feedback with our product manager and keep you posted.

      Best,

      Steve Pessah

    • Vincent:
      As a representative of the product team here, I’d like to thank you for this suggestion. We have been considering similar functionality as to what you have described. I’m going to reach out to you directly to show you our thoughts and to solicit more feedback. Again, thanks for the suggestion!
      -Bob

Leave a Reply

Your email address will not be published. Required fields are marked *

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>