To add an individual role to your iOn account, you have two options: duplicating (and modifying) an existing role or creating a new one from scratch. Many roles can't be duplicated, if you don't have edit rights to them, but you can copy roles you created yourself. Both methods are covered below, in separate sections.


Skip down to "Duplicating a Role" if you are duplicating an existing role.


Note: A role determines the level of privileges your iOn users have within your account. iOn comes prepackaged with two roles — Admin and User. For details on which screens they can view and modify, go to Viewing Your Roles.


Creating a New Role from Scratch


To build a completely new role from the ground up, follow these steps:


  1. In the sidebar menu on the left, click .
     
  2. Click Roles on the flyout menu that appears.
     
    The Admin - Roles screen will appear.
      
  3. Click Add New at the top right of the screen.
     
    The Add Role dialog box will appear.
       
  4. In the Name field, type an identifier for the role, such as Driver Supervisor or Basic User.
     
  5. Click the Group drop-down arrow and select the group the role will be assigned to.
    Note: As roles are primarily created to be used throughout iOn, they are best assigned to your top-level group (and set to be inheritable, as shown in step 8).
  6. In the Description field, type what the role is designed for, including which screens it will be able to view and modify.
     
  7. Leave the Role Status field at its default value of Enabled.
    Note: The Disabled and Suspended options will make the role unable to be assigned to a user, but this won't likely be necessary when you are adding a new one (or generally speaking, ever).
  8. Select Inheritable so that 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 and is somewhat a leftover from similar screens.
    In the Features section, you will find a list of all the iOn screens, each of which will be initially set to Deny (meaning that the role cannot view the page).
     
  9. Scroll through the list of screens and click the selector to slide it to Allow (meaning the role can view the screen) for each page you need the role to access. ( means selected [Allow], and  deselected [Deny].)
    Note: You won't be able to give access to screens you yourself don't have rights for. For example, if your role is the iOn prepackaged Admin, you won't be able to allow the new role to delete groups, as your role doesn't have that privilege.

    Tip: If you've received queries from your users, asking if there's a way to disable the session timeout, you'll be happy to learn that you can add that as a role feature, as follows:
     
    1. Scroll down to the bottom of the Admin section.
       
    2. Select Admin Command Center.
        
      After you save the new role, users you assign to it will not be logged out of their iOn sessions according to the normal timeout rules. 
  1. Click Done.
     
    The new role's name and other details will appear in the Admin - Roles list, and a success message will appear at the bottom of the screen.
      
  2. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)


Duplicating a Role


First, find a role whose privileges are similar to those of the new role you need to add. Then follow these steps:


  1. In the sidebar menu on the left, click .
     
  2. Click Roles on the flyout menu that appears.
     
    The Admin - Roles screen will appear.
      
  3. Scroll down to the role you need to copy or filter the Name column to find it. (See Sorting and Filtering Column Data if needed.)
     
  4. In the row of the role, click  at the far right.
     
    A menu will appear.
       
  5. Click Clone Role.
     
    The Clone Role dialog box will appear with certain settings of the original role already applied.
       
  6. In the Name field, type an identifier for the role, such as Driver Supervisor or Basic User.
     
  7. Click the Group drop-down arrow and select the group the role will be assigned to.
    Note: As roles are primarily created to be used throughout iOn, they are best assigned to your top-level group (and set to be inheritable, as shown in step 10).
  8. In the Description field, select the current text and type what the new role is designed for, including which screens it will be able to view and modify.
     
  9. If the Role Status field isn't set to Enabled, click its drop-down arrow and select that.
    Note: The Disabled and Suspended options will make the role unable to be assigned to a user, but this won't likely be necessary when you are adding a new one (or generally speaking, ever).
  10. Make sure that Inheritable is selected so that 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 and is somewhat a leftover from similar screens.
    In the Features section, you will find a list of all the iOn screens with Deny/Allow toggles; Deny means that the role cannot view the page, whereas Allow indicates that the role can access it and make changes.
     
  11. Scroll through the list of screens and click the selectors to slide them to Allow or Deny, depending on whether you want the role to have rights to the pages. ( means selected [Allow], and  deselected [Deny].)
    Note: You won't be able to give access to screens you yourself don't have rights for. For example, if your role is the iOn prepackaged Admin, you won't be able to allow the new role to delete groups, as your role doesn't have that privilege.

    Tip: If you've received queries from your users, asking if there's a way to disable the session timeout, you'll be happy to learn that you can add that as a role feature, as follows:
     
    1. Scroll down to the bottom of the Admin section.
       
    2. Select Admin Command Center.
        
      After you save the new role, users you assign to it will not be logged out of their iOn sessions according to the normal timeout rules. 
  1. Click Done.
     
    The new role's name and other details will appear in the Admin - Roles list, and a success message will appear at the bottom of the screen.
      
  2. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)