Permissions

Feature Summary

Permissions give administrators control over how account users access, modify, and interact with objects in the platform — assets, places, geofences, and shared views. They are usually set when creating a user, an object, or a Shared View, and can be adjusted at both the user and object level at any time.

How to Use

1. Access Permissions for Assets:

   1. Navigate to the Assets Module.

   2. Click the cog icon next to the desired Asset to open the Asset Options panel.

   3. Select "Edit Asset" to view the permission tabs:

      1. Users: Manage which portal users can access the Asset.
      2. Driver: Specify which Drivers can log in from the Asset.

2. Access Permissions for Places:

   1. Go to the Places Module.

   2. Click the cog icon next to the desired Place to open the Place Options panel.

   3. Select "Edit Place" to view the permission tabs:

      1. Users: Manage which portal users can access the Place.

3. Access Permissions for Geofences:

   1. Open the Geofences Module.

   2. Click the cog icon next to the desired Geofence to open the Geofence Options panel.

   3. Select "Edit Geofence" to view the permission tabs:

      1. Users: Manage which portal users can access the Geofence.

4. Access Permissions for Shared Views:

   1. Navigate to the Shared Views Module.

   2. Click the cog icon next to the desired Shared View to open the Shared View Options panel.

   3. Select "Sharing" to view the permission boxes:

      1. Assets: Specify which Assets visitors can access in the Shared View.
      2. Places: Specify which Places visitors can access in the Shared View.
      3. Geofences: Specify which Geofences visitors can access in the Shared View.
      4. Groups: Specify which Groups visitors can access in the Shared View.
      5. Drivers: Specify which Drivers visitors can access in the Shared View.

5. User Setup Permissions:

   1. When adding new users to the portal, use the User Setup tab to control their permission level for interacting with the portal.

Additional Information

Permissions work primarily by inclusion: administrators grant access by selecting the objects a user may access (ticking the boxes next to their names). Each object also carries its own permission settings that can be set during creation or later from its details panel — for example, toggling which users can interact with a Place directly from the Add a Place interface. Permissions can be revoked or changed at any time, at both the user and object level.

Key Features

• Granular control over access for individual users and objects.
• Permissions added or removed dynamically at any time.
• Independent settings per object type (Assets, Places, Geofences, Shared Views).
• Permission level set during user creation.

Use Cases

• Restricting sensitive data to authorized personnel.
• Giving teams access only to the objects relevant to their roles.
• Tailoring Shared Views so visitors see only the intended data.

See Also

Supporting Features

• Assets

• Places

• Geofences

• Groups

• Drivers