How to use roles

Rights management

Roles are part of our user management system, if you haven't already, we recommend reading our article: Rights management explained.×Dismiss alert

Every user has to get assigned a role in your company. This role determines what permissions that user will have in X4 Remote. You can configure as many roles as you like yourself, or you can use our default roles. Our default roles are: platform administrator, engineer and customer. They are the most common roles for users of X4 Remote. It is always possible to change or remove a role later.

Add a new role

Please follow the steps described below to add a new role.

Go to the Admin which is accessible from the Apps menu in the top right corner if you are currently in a different X4 Remote app.
Open the main menu, go to Roles then click on [add role].
In case you want to give users access to all devices, groups and templates, select company-wide role. This is required for some of the permissions. You can see for what permissions this is required in the table below. A company-wide role doesn’t belong to a group.
Select all the permissions you want to give users with this role. The table below contains a list of your options. Then click on [add].

Permission	Details	Company-wide role required
Configure company identity	Make changes to the branding and company info.	Yes
View audit trail	You can see a log of all changes that have been made in your company.	Yes
View licenses	You can see whether Cloud Logging and Cloud Notify licenses are active.	Yes
Mange roles, access categories and group types	Make changes to rights management.	Yes
Manage groups	Make changes to the groups in your company.	Yes
Can manage pages and cards	You can create, edit and remove all dashboards in your company.	Yes
Upload components	You can create, edit and remove custom components for all the dashboards in you company.	Yes
Manage users	You can add or remove new users within your group and edit the roles and groups that apply to them.	No
Manage devices	You can manage all existing devices in your group and add new devices.	No
Manage device templates	You can create, edit and remove all device templates.	Yes
Access categories	You can give every role permission to all your access categories.	No
Enforce two-factor authentication	You can enforce 2FA for all users with a certain role. You need to turn on 2FA yourself to apply this permission	No

Edit an existing role

Please follow the steps described below to edit an existing role.

Go to the Admin which is accessible from the Apps menu in the top right corner if you are currently in a different X4 Remote app.
Open the main menu, go to roles, then click on [Edit].
Change the role name, if you want.
Edit all the permissions you want to give users with this role. The table above contains a list of your options. Then click on [confirm].

Remote a role

Unable to remove

When a user is assigned to a role you can't remove that role. You first have to assign that user to a different role to remove that role. There has to be a platform administrator. This means you can't remove the platform administrator role..

Please follow the steps described below to remove an existing role.

Go to the Admin which is accessible from the Apps menu in the top right corner if you are currently in a different X4 Remote app.
Open the main menu, go to roles.
Choose the role you would like to remove, then click on [remove].
Confirm by clicking on [remove].

Roles are configured

You have now successfully configured roles. You can also configure access categories and groups in order to fully customise our rights management system.