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Managing permissions

Permissions define what a user is allowed to do in IoT Extension applications. To manage permissions more easily, they are grouped in so-called "roles". Every user can be associated with a number of roles, adding up permissions of the user.

The following types of roles can be associated with users:

  • "Global roles": Contain permissions that apply to all data within a tenant.
  • "Inventory roles": Contain permissions that apply to groups of devices.
  • "Application access": Enables a user to use an application.

Viewing global roles

Click "Roles" in the Account menu to display a list of configured roles.

In the Global roles tab you can find the roles which grant permissions on a general level. There are several default global roles defined, but you can define your own according to your needs.

View global roles

The roles "admins" and "devices" have a special status:

Role Description
admin All permissions are enabled. The initial administrator, the first user created in a tenant, has this role.
devices Typical permission setup for devices. After registration, a device automatically has this role. Edit this role if your devices require less or more permissions, or assign other roles to your devices.

Furthermore, the following roles are configured as a starting point:

Role Description
CEP Manager Can access all smart rules and event processing rules.
Cockpit User Can access the "Cockpit" application. In addition, you should add a role providing access to devices.
Device management User Can access the "Device Management" application. The user will be able to use the simulator and to run bulk operations. In addition, you should add a role providing access to devices.
Global Manager Can read and write all devices.
Global Reader Can read all devices.
Global User Manager Can manage all users.
Shared User Manager Can manage sub-users. The subscription plan needs to include user hierarchies to be able to manage sub-users.
Tenant Manager Can manage tenant-wide settings, such as own applications, data brokerage, data retention, options and tenant statistics.

You may see the following legacy roles:

Role Description
business Can access all devices and their data but has no management permission in the tenant.
readers Can read all data (including users, in contrast to "Global Readers").

Creating and editing global roles

You can edit the existing global roles and you can create new global roles to meet your particular needs.

To edit a global role, simply click on its card. To create a new global role, click "Add Role" in the Global roles tab.

In the role page you will see a list of permission types on the left and a list of applications to be accessed on the right.

The following screenshot shows the settings for the "admins" role.

Edit global roles

Permission levels

For each type, you can select the following permission levels:

  • "Read": Read the specified data.
  • "Create": Create new data like users and inventory data and edit users within your hierarchy.
  • "Update": Modify and delete the specified data (not including "Read").
  • "Admin": Create, update or delete the specified data.

Note

"Create" permissions are related to the concept of ownership in IoT Extension. If you have created an object, you are the owner of it and can manage it without requiring any further permissions. For example, if you have "Create" permission for "Inventory", you can create devices and groups, and fully manage these devices and groups. You cannot manage any devices or groups that you did not create yourself, unless you also have the "Change" permission or an additional inventory role (see below). This concept helps to assign minimal permissions to devices. It also enables you to limit user management permissions to sub-users, if you subscribed to user hierarchies.

Select the checkbox at the top of a column to set the respective level to all permission types.

Permission categories

The following permission categories are available by default:

Category Description
Alarms View or edit alarms for devices.
Application management View or edit the applications available in this account.
Audits View or create audit logs for devices.
Bulk operations View or create bulk operations.
CEP management View or edit CEP rules.
Data broker Send data to other tenants or receive data from other tenants.
Device control View or edit commands for devices resp. send commands to devices. Also used for device registration.
Events View or create events for devices.
Identity View or edit identifiers for devices.
Inventory View or edit inventory data.
Measurements View or create measurements for devices.
Option management View or edit account options such as password policies.
Retention rules View or edit retention rules.
Simulator Configure simulated devices.
Tenant management View, create, edit or delete subtenants.
Tenant statistics View the usage data for this account, as shown on the Home screen of the Administration application.
User management View or edit users, user groups and permissions.
Own user management View or edit your own user.

There may be additional permissions visible depending on the features in your subscription plan. These are documented along with the respective feature.

Note

When new features with new permissions are added to IoT Extension, these are not automatically added to existing roles. If you notice that you cannot use a new feature that was recently announced, check your permissions.

Assigning global roles to users

You can assign global roles to users either directly in the user list, or by opening the page for a particular user and adding them there.

In the user list, click the "Global roles" column of a particular user to open a list of global roles. Select or clear the respective checkboxes and click "Apply" to save your settings.

Assign global roles

Alternatively, click on a user in the list to open its details. Select or clear the checkboxes for the relevant global roles at the right and click "Save" at the bottom of the page to save your settings.

Viewing inventory roles

Inventory roles contain permissions that you can assign to groups of devices. For example, an inventory role can contain the permission to restart a device. You can assign this inventory role to a group of devices "Region North" and to a user "smith". The result is that the user "smith" can restart all devices that are in the group "Region North" or any of its subgroups.

To view the currently configured inventory roles, click "Roles" in the Account menu and switch to the Inventory roles tab.

View inventory role

In the Inventory roles tab you can manage user permissions for particular groups and/or its children. There are several default inventory roles defined, but you can define your own according to your needs.

The following default inventory roles are available in new tenants as a starting point:

Role Description
Manager Can read all data of a group but cannot perform operations. In addition, can manage inventory data (including dashboards) and alarms.
Operations: All Can send operations to devices in a group (e.g. software updates, remote configurations).
Operations: Restart Device Can restart devices in a group.
Reader Can read all data of a group.

Creating and editing inventory roles

You can edit the existing inventory roles and you can create new inventory roles to meet your particular needs.

To edit an inventory role, simply click on its card. To create a new inventory role, click "Add Role" in the Inventory roles tab.

At the top of the page you can edit the name of the inventory role. Click on the name, edit it and click the green checkmark to save your edits.

Edit inventory role

Permissions are grouped into the following categories:

Category Description
Alarms Permissions related to working with alarms from devices.
Audits Permissions related to audit logs.
Events Permissions related to working with events from devices.
Inventory Permissions for viewing and editing devices.
Measurements Permissions related to measurements.
Device control Permissions to remote control devices.
Full access Complete access to the associated devices, mainly to simplify configuration.

Note

Service providers will see an additional permission "Support" in their "management" tenant. This permission lets users of the service provider give support to their customer's users. See "Supporting users in other tenants" below.

Add a permission to the role by clicking the plus icon next to the desired category.

In the "Type" field, specify a type to further restrict the type of data that this permission applies to.

For example, assume that your device sends measurements related to device management, such as "c8y_SignalStrength", and actual production measurements. You want a user to only see the device management measurements. In this case, enter "c8y_SignalStrength" as type.

By default, the "Type" field contains an asterisk "*" selecting all types.

Note

For further information on possible types, check your device documentation, the IoT Extension sensor library or the device management library. The type being used here is the so-called "fragment type", not the "type" property. You need to enter all fragment types send in a measurement to make the measurement visible; similar for other types of data.

In the "Permission" field, select a permission level from the dropdown list:

  • "Read" - to view objects
  • "Change" - to modify objects (does not include "read" permission)
  • "All" - to read AND modify objects

Permission level

Notice

When you add a permission, you may see a small exclamation mark. The exclamation mark indicates that the permission that you have just added is not effective, because another, "higher" permission set for the user already includes the respective permission. Check if you have set, for example, "Full access" or if there is another permission in the same section with "*" as type and "All" as permission.

As another example, assume that you are using tracking devices. You want to allow your user to see all devices, but not to change anything. In addition, the user should be able to follow tracks of devices on a map. Tracks are recorded using an event with fragment type "c8y_Position" (see Sensor library). To do so, assign read permission on inventory as well as on events with type "c8y_Position".

Assigning inventory roles to users

Inventory roles are assigned to a user and a group of devices.

To assign inventory roles, click "User" in the "Account" menu, select a user in the user list and switch to its Inventory roles tab.

In the Inventory roles tab you will see a tree of device groups. To assign an inventory role, click on the arrow right from a device group. Select the relevant roles and click "Apply". For details on the roles hover over the info icon next to it or refer to "Viewing inventory" roles.

Notice

If a user already has a global role containing inventory permissions, the user will be able to see or change all devices regardless of what inventory roles you set here.

View inventory

Inventory roles are inherited from groups to all their direct and indirect subgroups, and to the devices in these groups. If you select, for example, a role with read permissions on alarms for a group of devices, the user will be able to see alarms of all devices in this group and all its subgroups.

If a user has inventory access to a group of devices, the user will also have that access to all dashboards for that group of devices in the Cockpit application.

You can also copy inventory roles from another user. To copy roles, click "Copy inventory roles from another user". In the upcoming window, select a user from the list and click "Copy". At the top you can select if you want to merge the roles with the existing user roles (the default) or if you want to replace the existing user roles. Copying roles makes it easier to manage the permissions of many users as you can create a reference user and then copy the permissions from there.

Copy

Granting application access

In the Application Access tab you assign applications to the user.

The Application Access tab shows a list of all available applications in your tenant in alphabetical order. Select the applications for the user and click "Save". For more information on application management, see Managing applications in Administration.

Grant application access

Note

If a user has global permission to read all applications, an information box will be shown.

Troubleshooting permissions

If you try to perform actions without sufficient permissions, an error message will occur.

To help troubleshooting permissions, click the "User" button at the right of the top bar. From the context menu, select "Access denied requests". In the upcoming window details on the denied accesses are provided. An administrator user or the support can help in fixing the permissions.

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Last update: May 9, 2022