Add, Edit, and Delete Custom Roles

In addition to preset roles, Dealer Admin now gives you the ability to create custom roles. This enables you to choose the Dealer Admin features that personnel have permission to manage. For more information about available permissions, refer to Custom Role Permissions.

Add a Custom Role

To add a custom role, complete the following steps:

1. In the menu, go to Personnel > Custom Roles.

2. Select the Add icon next to Custom Roles List.

3. Enter a Name for the role and a brief Description.

4. Configure the following options:

Applications

1. Select whether you want the role to apply to Dealer Admin, the Tech APP, or both.

2. Select the checkbox next to Two Factor Authentication to require personnel to enter a security code when logging in.

Day/Time

1. Select the checkbox next to All Day for selected applications to apply to the user for the entire day. Otherwise, enter a Start Time, End Time, select the Time Zone in the drop-down menu, and select the days of the week when you want the applications to apply to the user.

2. Select the checkbox next to Observe Daylight Saving Time if you want the applications to apply during during daylight saving time.

Limit Access

1. Select the checkbox next to Only show systems that have performed a system test to require personnel to perform a system test at the keypad to access the system on Dealer Admin.

   • After selecting the checkbox, a new checkbox displays. Select Show All Customers to allow personnel who are adding a new system to choose an existing customer to associate the system with.

2. Select the checkbox next to Only allow access to Dealer Admin from whitelist IP addresses to require personnel to only connect to Dealer Admin from the allowed public IP addresses you set. For more information about how to add whitelist IP addresses, refer to IP Whitelisting.

3. In the drop-down menu next to Tags, choose a tag to allow personnel to only see the systems or customers that contain the selected tag(s).

Permissions

1. Select the permissions from preset roles that you want the user to have. For more information, refer to Preset Role Permissions.

2. For Administrative, Firmware Updates, Reports, and System Programming, select which pages and functions you want the user to have access to. For more information, refer to Custom Role Permissions.

Assign to Personnel

At the top of the page, select Show Personnel to choose the users that you want to assign the new custom role to. If you have not created any personnel, select Add Personnel.

Once you’ve finished configuring creating the custom role, select Save at the top of the page.

Edit a Custom Role

To edit a custom role, complete the following steps.

1. In the sidebar on the left, go to Personnel > Custom Roles.

2. Select the name of the role, then make changes as needed.

3. At the top of the page, select Save.

Delete a Custom Role

To delete a custom role, complete the following steps.

1. In the sidebar on the left, go to Personnel > Custom Roles.

2. In the row of the role that you want to delete, select the Delete icon.

3. A dialog box displays to confirm your decision. To delete the role, select OK.