Note
A company must have at least one user assigned with the Admin role.

Assigning Permissions to Roles

Select the App Drawer icon.
Select Admin to access the Admin dashboard.
On the Role card, select Manage Roles.
On the Roles window, select the Role from the Role drop-down.
The available permissions displayed below each application name. You may find that you need to scroll to the right to view all applications.
- The Admin role automatically has access to all permissions for each application. The Admin permissions are not editable.
- Every role has Company Read access.
Under Application Permissions, select the permissions for the applications.
- To mark all Read or Full Access permissions, mark the checkbox to the right of the application.
- You can selectively mark category checkboxes.
The permission changes are saved automatically as you mark/unmark the checkboxes.

Additional Role Permission by Application
Anchor
additional
additional

Admin
Role	Description
Company Read	Read Companies
Company Full Access	Deregister Companies Modify Companies
Integrations Read	Read Integrations Read Installed Integrations
Integrations Full Access	Install Integrations Modify Integrations Modify Installed Integrations Update Authentication Key Update Authentication Key Invoke Integrations Uninstall Integrations
Roles Read	Read Authorization Roles
Roles Full Access	Register Authorization Roles Modify Authorization Roles Deregister Authorization Roles
Service Call Read	No permissions associated
Service Call Full Access	Accept/Reject Service Requests
Users Read	Read Accounts Associated with Companies
Users Full Access	Revoke Access from Companies Grant Access to Companies Resend Invitation to Platform

Home - Deprecated 3/2/22
Role	Description
Home Read	Read Sites Read Connect Site Scores Read Signature Locations Read Connect Sites Read Connect Watchdog Events Read Signature Equipment Read Equipment Types Read Site Equipment Read Connect Devices Read Remote Device Scores Read Clients Read Signature Customers
Home Full Access	Unlink Signature Customer with ESMS Client Link Signature Customer with ESMS Client Deregister Clients Modify Clients Register Clients Link Client with Site Unlink Client from Site Deregister Site Equipment Modify Site Equipment Register Site Equipment Unlink Connect Device with ESMS Equipment Link Connect Device with ESMS Equipment Unlink Signature Equipment with ESMS Equipment Register Sites Deregister Sites Modify Sites Link Connect Site with ESMS Site Unlink Connect Site with ESMS Site Unlink Signature Locations with ESMS Sites Link Signature Locations with ESMS Sites

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See also:

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