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Roles and Delegated Administration

Marc Pope edited this page Jul 26, 2026 · 3 revisions

Roles and delegated administration

A role is a permission matrix over the console. It lets you hand someone the Users screen, or the logs, without making them a full administrator.

Roles screen showing two roles and the console areas each one grants, at View or Manage level

Roles control what a user can do. They do not control which devices a user sees — that is access scoping, and the two are deliberately separate. Granting the Devices area does not widen anyone's fleet.

Levels

Every area is set to one of three levels:

Level Meaning
None The screen does not appear at all.
View Read-only.
Manage Read and write.

Areas

Area What it covers
Devices View grants the Devices screen; Manage adds edit, approve, delete and restore. Which devices are listed is still decided by device-group access, never by the role.
Users Manage covers creating, editing, disabling and deleting users, and inviting new ones. Only a full administrator can grant administrator or assign roles.
Groups Covers both device groups and user groups.
Address books View grants the Address Books screen; Manage adds books, tags, entries and sharing rules. Per-book sharing rules still apply on top.
Logs View grants Connections, File Transfers and Alarms. Manage also grants Login history and the Console audit trail.
Strategies Client strategies pushed to devices over the heartbeat.
Settings Server settings, SSO, SMTP, retention.
API tokens Tokens for the automation REST API.

Two of these deserve a second read:

  • Logs is not a simple read/write pair. Login history and the console audit trail — the two that show who did what — require Manage, not View. Granting View gives someone operational logs without handing over the record of administrator activity.
  • API tokens is an escalation path. A token can never be granted more permission than its creator already holds, so someone with Manage on tokens cannot mint themselves a more powerful one. Still, treat it as sensitive: it is the area that turns console access into scripted access.

Requiring two-factor

A role can require two-factor authentication of everyone assigned to it. Use it for any role that touches Users, Settings or API tokens.

Creating a role

Roles → New Role. Name it, set each area, save, then assign it on the user.

Users with no role assigned fall back to the built-in behaviour for a regular user: devices and address books manageable, logs viewable, nothing else.

Related

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