Roles and permissions allow you to control what features your team can see and use within Reveal. For example, you can hide some report types from users in the “Dispatcher” role, or allow users in the “Analyst” role to view, but not edit, geofence categories.
By defining these access levels, you ensure everyone has the right tools for their job while keeping sensitive data secure.
In this article:
Ways to set permissions
Access to role management depends on your Reveal plan:
- Reveal and Reveal Pro: You can use default roles, create new roles, edit roles, and set permissions by role.
- Reveal Starter: You cannot create roles, but you can set permissions at the user level.
Setting permissions by role (Reveal and Reveal Pro only)
Default Roles and Permissions
If the default roles in your Reveal and Reveal Pro accounts are not suitable, you can customize them, or create your own.
In Reveal, the following roles are already set up for you:
- All Functions
- Analyst
- Dispatch Manager
- Dispatcher
- Fleet Manager
- Safety Manager
- Driver
For certain Reveal features, roles have the following default permissions that determine the level of access for users in that role:
- None: The feature is hidden from the user.
- View only: Users can see the feature but cannot make changes.
- Full access: Users can view and edit the feature.
For example, the “Driver” role has the permissions for the “Places” product area set to None.
Note
Some permissions are unavailable for certain roles.
Accessing the Roles page
Note
You must have administrator rights to be able to access the Roles page.
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Select your account profile icon, and then click Admin.
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In the Users and Roles section, click Manage Roles and Permissions.
Editing roles (Reveal Pro and Reveal accounts)
- On the Roles page, select the Edit existing tab.
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From the Choose a role drop-down list, select a role.
- To rename the role, update the Name field.
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Choose a permission level for each feature.
- Click Save.
Creating a new role (Reveal Pro and Reveal accounts)
To create a new role, follow these steps:
- On the Roles page, select the Create new tab.
- In the Name field, enter a name for the role.
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To copy permissions from an existing role, select a role from the Model After drop-down list. This imports all settings to your new role, where you can change them without affecting the original.
- For each feature, choose None, View only, or Full access. If you do not select a level, the system defaults to None.
- Click Save.
Deleting a role (Reveal Pro and Reveal accounts)
Note
You must unassign all users from a role before you can delete it.
- On the Roles page, select the Edit existing tab.
- Select the role from the Choose a role drop-down list.
- Click Delete at the bottom of the page.
- In the dialog box, click OK.
Setting permissions by user
If you have Reveal or Reveal Starter, or use Basic Settings in a Reveal Pro account, you set permissions at the user level.
- Go to Admin > User List.
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On the Edit User page, click Set Permissions.
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Select the permissions in the dialog box and click DONE.
For more information, see Creating and editing users.