A role determines the level of privileges your users have within your account. Certain roles come predefined in the iOn platform, but you may also have roles specific to your organization that you or another administrator has added, such as Driver Supervisor. The two basic prepopulated roles you will use most often are as follows:

Note: You will see other roles as well that control access to different software versions.

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


To view your roles, follow these steps:


  1. On the sidebar menu on the left, click .
     
  2. Click Roles on the flyout menu that appears.
     
    The Admin - Roles screen will appear.
      
    By default, your roles are listed by name in ascending order (from A to Z for words).
     
  3. If you want to see roles in subgroups of the one you have selected in the Group Chooser, make sure that View Subgroups is toggled on at the top of the screen.
     
  4. You can scroll down the grid to see all the roles you have available to assign to your users.
     
  5. To find a particular role, you can sort or filter the Name column, as shown in Sorting and Filtering Column Data.
     
  6. To see a role's privileges or edit it, you can click at the far right of its row and then select View Role or Edit Role. (See Editing a Role for details.)
    Note: You likely won't be able to edit the iOn-provided roles of Admin and User, but you can view their properties.
  7. You can refresh the page by clicking  at the top right of the grid.
     
  8. You can export the grid data to a CSV (comma-separated value) file by clicking .
     
  9. You can add or remove columns by clicking at the top right of the grid and following the steps in Customizing Displayed Columns.
     
  10. If you don't have iOn save grid modifications you make automatically for all the application's screens (if the Automatically Save Grid Settings toggle in the Preferences area of My Profile is deselected — see Viewing Your Profile and Setting Your Preferences), you can save any layout changes you've made to the Admin - Roles screen by clicking . (If you haven't made any layout updates you can save, will be above the grid instead.) See Saving Grid Changes for an Individual Screen for more details.
     
    Here is an explanation of the column headers:
     
    • 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.
    • Group: The name of the fleet group the role belongs to.
       
    • Status: The role's current state in the database, such as Enabled.
      Note: If the Status value is set to Disabled or Suspended, you won't be able to assign the role to a user.
  11. Just 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.