Roles

Before creating any user access to the platform, it is necessary to create the different roles or access profiles, which will have associated permissions to the different functionalities of Octopus Platform.

Role list

Open

The information in each column is:

• Name: Identifying name of the role.

• Type: Defines the type of role, which can be:

  • Partner Administrator: Associated to the partner, destined to the global management of the clients.

  • Client Generic: Generic and reusable for all clients.

  • Client Administrator: Roles created or that can be administered by the clients themselves.

• Grants: Representative image of the groups of permissions granted to each role.

• Propietary: Field indicating in which Organisation, Location Group or Location the Role is associated. It will only appear in roles of the "client-administered" type.

• Users: Number of users associated to a role. By clicking on the value, a window will open, where the users assigned to the role and the possibility of assigning new ones can be viewed.

Open

• Creation: Date of creation of the Role.

• Individual operations:

  • Delete: Delete the role. Only roles that are not associated to a user can be deleted.

  • Clone: Possibility to clone a role, edit its configuration and save it with another name.

  • Edit: Change the role configuration.

Adding or editing roles

When creating a new Role you can grant read or write permissions for the different functionalities, and as its name indicates, read permissions will only allow you to view the content, and write permissions will allow you to make changes. The fields to fill in are:

• Name: Identifying name of the role

• Description of the role

• Type: There are 3 types of roles available:

  • Partner Administrator: Role intended for multitenant administrator users and therefore will view all partner organizations. It has privileges with respect to the other role types, with the following extra permissions available:

    • View the different organizations.

    • View the organization's licenses.

    • Simulation of users.

  • Generic clients: Role intended to create generic and reusable access profiles for all customers / organizations. For example, you can create a "Generic customers" role for marketing and have permissions to configure the marketing module and view analytics. On this role you could create multiple users for different Organizations/Customers.

  • Manageable customers: It is intended to be managed by customers and will be the type associated when customers create a new one, therefore it is necessary to select an owner that will identify the users that will have permissions to manage it.

The different permission groups are described below:

• Analytics: Associated to all the submenus and functionalities of the Analytics module, where statistics and reports generated by the different modules contracted are displayed.

• Accesses: Different functionalities of creation and management of accesses to users or devices. Oriented to daily management.

• Marketing: Functionalities of the Marketing module, such as campaigns, contents, segmentation,...

• Monitoring: Submenus of different monitoring functionalities in real time.

• Configuration: Configuration permissions of the project architecture, different elements and services to manage the connectivity of users and devices.

• Administration: Global administration configurations such as users and roles.