Manage roles and permissions

Different ways to set permissions

If you have Reveal Pro, you can create and edit roles, and set permissions for each role. Roles and permissions allow you to define how much access users have to a particular Reveal feature. 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.

If you have Reveal or Reveal Starter, you can’t create roles, but you can set permissions at the user level.

Set permissions by role (Reveal Pro only)

Default Roles and Permissions

In Reveal Pro, default roles are predefined, and their permissions are pre-set. We recommend that you use these roles in your organisation, as they are designed to provide suitable access for employees in those job roles. However, if the default roles are not suitable, you can customise them, or create your own.

In Reveal, the following roles are set up for you:

  • All Functions
  • Analyst
  • Dispatch Manager
  • Dispatcher
  • Fleet Manager
  • Safety Manager
  • Driver

For certain Reveal features, roles have the following pre-set permissions that determine the level of access for users in that role:

  • None: The feature is hidden from the user.
  • View only: Users can view the feature but can't make any changes.
  • Full access: Users can view and edit.

For example, the “Driver” role has the permissions for the “Places” product area set to “None”.

Note: Some permissions are unavailable for certain roles.

EN-1-Roles.png

Access the Roles screen

Note: You must have administrator rights to be able to access the Roles screen.

To open the Roles screen:

  1. Click on your account profile, and then select Admin.

    img-en-us-user_dropdown.png

  2. In the Users and Roles section, click Manage Roles and Permissions.

    img-en-us-admin_users_links.png

Edit Roles

To edit an existing role, follow these steps:

  1. On the Roles screen, select the Edit existing tab.
  2. Open the Choose a role drop-down list and select a role to edit.

    EN-3-Choose_Role.png
  3. To rename the role, edit the name shown in the Name field.
  4. For each feature or option that you want to change, choose None, View only, or Full access. If you want to apply the same permission to all features in a Main Product Area, choose the button at the top of the list. For example, to hide all sub product areas in Places, select None in the Places row.

    EN-4-Places.png
  5. To save your changes, click Save at the bottom of the screen. To exit without saving, click Cancel.

Create a new role

To create a new role, follow these steps:

  1. On the Roles screen, select the Create new tab.
  2. In the Name field, enter a name for the new role.
  3. If you want to copy the permissions from an existing role, open the Model After drop-down list and select a role. The permissions are imported from the selected role. You can change these permissions without affecting the original role.

    EN-5-Create_Role.png
  4. For each Sub Product Area you want to change, choose None, View only, or Full access. If you do not choose a permission, the system automatically chooses None.
  5. To finish creating the role, click Save. To exit without saving, click Cancel.

Delete a role

Note: You can’t delete a role that is still assigned to a user. Make sure that you unassign all users before deleting a role.

To delete a role:

  1. On the Roles screen, select the Edit existing tab.
  2. Select the role from the Choose a role drop-down list.
  3. At the bottom of the screen, click Delete.
  4. In the popup window, click OK.

Set permissions at the user level

If you have Reveal or Reveal Starter, or you are using the Basic Settings in a Reveal Pro account, you can set permissions at the user level. To do this:

  1. Admin.
  2. User List.
  3. Edit User screen, click Set Permissions.
    img-en-us-edit_user_access_permissions.png

  4. On the dialog box, select the permissions for this user.
    img-en-us-user_permissions.png

See Creating and editing users for more information.


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