Create a custom role

In addition to the default roles of Viewer, Operator, and Administrator, you can create custom roles with the permissions and access levels you want.

Step 1: Create a custom role

  1. In Formant, in the upper-left corner, open the menu and click Settings.
  2. Click Roles, and then in the upper-right corner, click Create Role.
  3. Give your new role a name and click Continue.

Step 2: Configure your role

Next, configure your role's permissions:

configuring a custom role

Configuring a custom role.

The following table defines the role's permissions for each permission level:

ResourceNoneViewExecuteAdminister
OrganizationNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
UsersNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
DevicesNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
FleetsNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
RolesNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
StreamsNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
ViewsNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
ChannelsNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
CommentsNo access to this resource.View- View
- Create
- Edit
- View
- Create
- Edit
- Delete
TeleopNo access to this resource.N/A- View
- Teleoperate device
- View
- Create
- Edit
- Delete
- Teleoperate device
TerminalNo access to this resource.N/AOperate device terminalEnable/disable terminal access
Port ForwardingNo access to this resource.N/AStart port forwarding sessionEnable/disable port forwarding
EventsNo access to this resource.View- View
- Mark event as read
- View
- Create
- Edit
- Delete
- Mark event as read
CommandsNo access to this resource.View- View
- Run command
- View
- Create
- Edit
- Delete
- Run command
AnnotationsNo access to this resource.View- View
- Create annotation
- View
- Create
- Edit
- Delete
CaptureNo access to this resource.N/A- Create capture link- Create capture link
ShareNo access to this resource.N/A- Create share link- Create share link
File StorageNo access to this resource.N/A
IntegrationsNo access to this resource.View- View
- Create
- Edit
- Delete
InterventionsNo access to this resource.N/A- View
- Create
- Edit
- Delete
Key Value StorageNo access to this resource.
SchedulesNo access to this resource.ViewN/A- View
- Create
- Edit
- Delete
KioskNo access to this resource.N/A
Task SummariesNo access to this resource.N/A

When you have your desired set of permissions, continue to Step 3.

Step 3: Configure access levels

You can restrict the entities to which this role, and therefore any user with this role, has access. To do so, click the Restrict Access tab. Assign a set of tags which restricts this role's access to your desired level.

For more information, see Configure access levels.

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A role with no tags associated will have unrestricted access to resources within your organization to which it has View access. The permissions will still be set by what you configured in Step 2.

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