User roles and permissions

User roles and permissions

Module / Menu
Component and features
Permissions
Estate Owner Admin
Reseller Manager
Merchant Admin
Merchant Supervisor
Merchant User

Estate Management > Home screen

  • Rollout

  • Alerts

  • Active / New Devices

View

Yes

Yes

Yes

Yes

Yes

Estate Management > All Devices menu > Notifications

  • Notifications

  • Alerts

  • Export

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Dashboard > KPIs

  • Total Devices

  • High Alerts

  • Active Rollouts

  • Low Memory Devices

  • Low Battery Devices

  • SW Out of Sync Devices

  • Card Reader Failures

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Dashboard > Charts

  • Open Alerts

  • Rollouts

  • Swapped Devices

  • Health

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Device Search

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Device Search

Actions > Configure

  • Add Device

  • Clone Device

  • Delete Device

  • Move Device

  • Move to Estate Owner Pool

  • Assign to Group

Yes

Yes

No

No

No

Actions > Status

Change Status

Yes

Yes

No

No

No

Actions > Export

  • Export Devices

  • Export Device Metadata

  • Export VRK Certificate

Yes

Yes

Yes

Yes

No

Actions > Automation

Enable

Disable

Yes

Yes

No

No

No

Actions > Software assignment

Assign software

Yes

Yes

No

No

No

Device Details

View

Yes

Yes

Yes

Yes

Yes

Device Details

Actions

  • Clone Device

  • Delete Device

  • Move Device

  • Move to Estate Owner Pool

  • Automation

  • Set Log Level

  • Download Schedule

    • Software and Parameters

    • Content

    • Diagnostics

  • Software assignment

  • Change Status

Yes

Yes

No

No

No

Actions

  • Swap

  • Generate Report

Yes

Yes

Yes

Yes

Yes

File Chain of Custody

File Chain of Custody*

Yes

Yes

Yes

Yes

Yes

Asset Lifecycle

Full Tracking Report

Yes

Yes

Yes

Yes

Yes

Key Indicators

View

Yes

Yes

Yes

Yes

Yes

Profile table

View

Yes

Yes

Yes

Yes

Yes

Details table

View

Yes

Yes

Yes

Yes

Yes

History table

View

Yes

Yes

Yes

Yes

Yes

Jobs table

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Deleted Devices

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Deleted Devices

Actions

  • Undelete

  • Delete Permanently

Yes

Yes

No

No

No

Estate Management > Rollouts

View

Yes

Yes

Yes

Yes

Yes

Estate Management > Rollouts

Actions

  • Create New Rollout

  • Create new batch

  • Edit batch

  • Cancel job

Yes

Yes

No

No

No

Estate Management > Tenants

Actions

  • View Tenant

  • Add Tenant

  • Edit Tenant

  • Delete Tenant

  • Reference Set & Parameter Template

  • Content Files

Yes

No

No

No

No

Estate Management > Locations

Actions

  • View Location

  • Add Location

  • Edit Location

  • Delete Location

Yes

No

No

No

No

Groups

View

Yes

Yes

Yes

Yes

Yes

Groups

Actions

  • Add

  • Edit

  • Delete

  • Unassign

Yes

Yes

No

No

No

Actions

Export

Yes

Yes

Yes

Yes

No

Alerts

View

Yes

Yes

Yes

Yes

Yes

Alerts

Actions

Notes/Close

Yes

No

No

No

No

Actions

Export

Yes

Yes

Yes

Yes

Yes

Hierarchies

Actions

Update Hierarchy

Yes

Yes

No

No

No

Manage Alert Configuration

  • View

  • Edit

Yes

No

No

No

No

Manage Alert Subscriptions

  • View

  • Edit

Yes

No

No

No

No

Estate Management > System Configurations

  • View

  • Edit

Yes

No

No

No

No

Estate Management > Sponsors

View

Yes

No

No

No

No

Estate Management > Sponsors

Actions

Add

Yes

No

No

No

No

Estate Management > Key Handles

  • View

  • Add

Yes

No

No

No

No

Software/ Apps > Software Library

View

Yes

No

No

No

No

Software/ Apps > Software Library

Actions

  • Add

  • Edit

  • Delete

  • Upload/Download Parameters zip

  • Configure Parameters

  • Import Parameter Templates

Yes

No

No

No

No

Software/ Apps > Reference Sets

View

Yes

No

No

No

No

Software/ Apps > Reference Sets

Actions

  • Add

  • Edit

  • Delete

  • Copy

  • Lock

  • Unlock

Yes

No

No

No

No

Reports > Standard Reports

View

Yes

No

No

No

No

Reports > Chain of Custody

View

Yes

Yes

Yes

Yes

Yes

Reports > Device Asset Tracking

View

Yes

Yes

Yes

Yes

Yes

*The Shipment checkbox and Device Inspection window are available only for the Estate Owner Admin and Reseller Manager roles.

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