A role determines the level of privileges your iOn users have within your account. This article describes the various features of the Admin - Roles screen, which you access by clicking>> Admin >> Roles. The Admin - Roles screen is where your organization's iOn administrator will add new roles and edit or delete ones they've created. When you design a role, you assign which screens it can access and modify.


Note: For information about the banner at the top and accordion menu on the left (which you open by clicking ), see Navigating the iOn Site.


By default, your roles are listed by name in ascending order (from A to Z). The three roles in the preceding figure come prepopulated in iOn, and they offer the following levels of access to your data:


  • Admin: Can view every iOn screen (for your purchased modules) and can modify almost every item, with the exception of deleting groups.
     
  • Demo: Can view only the Tracking page.
     
  • User: Can view and make changes on many screens, including Tracking, Alerts, Geofence Events, Reports, and the Dashboard.


Here is an explanation of the grid icons and column headers:


  • Group: The name of the fleet group the role belongs to.
     
  • Name: The role identifier, such as Admin.
     
  • Description: An explanation of what the role does.
     
  • Inheritable: Whether the role can be seen by subgroups of the group it is assigned to (so the subgroups, or child groups, inherit the role from the parent group).
    Note: The Inheritable attribute is not really employed as a role feature, as primarily roles are created to be used throughout iOn (and are best assigned to your top-level group), and is somewhat a leftover from similar screens.
  • Status: The role's current state in the database, such as Enabled.
    Note: If the Status value is set to Disabled, you won't be able to assign the role to a user. The Suspended value doesn't affect the role (and is just a leftover from similar screens).
  • Actions: Functions you can perform for the role on this screen.
     
  • : Opens the properties window for the role, in which you can see its basic settings (such as description text) and the screens it can access and modify, such as the Tracking screen. (See Viewing or Editing a Role for details.)
    Note: The three prebuilt roles — Admin, Demo, and User — will have under Actions instead of .  means you cannot change any of their properties — just view them.
  • : Opens the Edit window for the role, in which you can modify its settings. (See Viewing or Editing a Role for details.)
    Note: You will only be able to edit roles you've created, not the ones that come prepackaged with iOn.
  • : Opens the Audit window, in which you can see what edits have been made to the role's data and by whom. (See Auditing Changes Made to an Role for details.)
     
  • : Deletes the role. (See Deleting a Role for details.)
    Note: You will only be able to delete roles you've created, not the default ones (Admin, Demo, and User).


These are the options along the bottom of the screen:


  • Select Columns: Enables you to add or remove columns. (See Customizing the Grid Layout for details.)
     
  • Clear Filters: If you have applied filters to any columns (see Sorting and Filtering Column Data), removes them. Note that this is necessary before you can apply any subsequent filters for a column.
     
  • Clear Sort: If you have sorted the data in a column (see Sorting and Filtering Column Data), removes the sort.
     
  • Export to CSV: Exports and downloads the grid data to a CSV (comma-separated value) file.
     
  • Include Subgroups: Displays the roles of the subgroups (if any) of the group you have selected in the Group Chooser. (See Choosing a Group to View Globally for details on how to change the group each screen will display the data for upon launch.)
     
  • Add Role: Begins the process of adding an individual role to your iOn account. (See Adding a Role for details.)
     
  • Refresh: Refreshes the data on the screen (which can be especially useful if other users are making changes).


Below the grid are icons that enable you to navigate through the pages of data, if needed. See Paging Options for an explanation of these.