Goal:
To give a newly created user access to certain machines and define what actions they can perform.
Access the Role Management Panel
On the left-hand menu, click Authority to expand it.
Select Role Management.
Click the + Add button.
In the pop-up:
Enter the Role name (e.g., “Sales Only”).
Set Role ranking (lower number = higher authority).
Click Confirm.
Assign a Role to the User
Still under Authority, go to Functional Authority.
Under the User Device tab:
Locate the desired user from the list.
Click the orange Role button beside the user's name.
In the Assigning Roles window:
Select the appropriate role (e.g., “Sales Only”).
Click the blue checkmark to confirm.
Set Feature Permissions
Navigate to the User permissions settings tab.
On the left, check the role name (e.g., “Sales Only”).
In the middle, you'll see all available directories (e.g., User Machines, Products, System).
Check the boxes next to the features you want this role to access.
On the right, you can fine-tune machine-related permissions such as:
Add group
Edit device
Transfer device
Add/remove device
View OM list
Once selections are made, click the green Assign Permission button to save changes.
Assign a Machine to a Specific User
On the left-hand menu, go to User Machines and select the Machine Groups tab.
Find the machine group you wish to assign.
Under the Operation column, click Edit.
In the Operation and Maintenance Account dropdown menu, select the email address of the user to assign them this group.
Click the blue Confirm button at the bottom to finalize the assignment.