Configuring Roles

For an overview, watch the video below. For details, consult the following written information and linked sections.

Adding a New Role

KMC Commander comes with four preset roles (Admin, Owner, Technician, and Occupant). In addition, you can create custom roles.

To create a new custom role:

Go to Settings , Users/Roles/Groups, then Roles.
Select Add New Role.
Enter a name for the new role.
Select Add.
Define that role by choosing the features you want to give that role access to. (See Defining Roles.)
Select Save.

Defining Roles

Go to Settings, Users/Roles/Groups, then Roles.
Choose the KMC Commander features that you want to give a role access to (see the table below) by checking the boxes for those features in the row for that role.
Select Save.

Note: To apply a role to a user, see Configuring Users.

Note: The Admin role is permanently set to have Admin permissions, giving those users access to all features.

Note: See Editing a User's Topology Access for information on that separate process.

Column Label	What it Does
Admin	If Admin permissions are selected for a role, those users will have full access to all features, whether the other features' checkboxes are selected or not.
Dashboard	Selecting this for a role gives those users access to Dashboards (which displays cards and decks). Clearing this hides Dashboards from their side navigation menu. (See Dashboards and Their Elements.)
Networks	Selecting this for a role gives those users access to Networks Explorer . Clearing this hides Networks Explorer from their side navigation menu. (See Configuring Networks.)
Schedules	Selecting this for a role gives those users access to Schedule Manager . Clearing this hides Schedule Manager from their side navigation menu. (See Managing Schedules and Events.)
Alarms	Selecting this for a role gives those users access to Alarm Manager . Clearing this hides Alarm Manager from their side navigation menu.(See Managing Alarms.)
Trends	Selecting this for a role gives those users access to the Trends setup. Clearing this hides Trends from their side navigation menu. (They can still view trend cards on a dashboard.) (See Managing Trends.)
Data Explorer	Selecting this for a role gives those users access to Data Explorer. Clearing this hides Data Explorer from their side navigation menu (in Add-ons ). (See Using Data Explorer.)
Hide Card Detail	If selected for a role, those users will not be able to flip over dashboard cards.
Read Only	If selected for a role, those users will only be able to view (not edit) dashboards.
Dashboard Autoshare	The dashboards of the user that you select from the dropdown list (the source user) will be autoshared (copied) as templates with any new users given this role. When new users with this role are added to the project, their dashboards will populate with the templates (as they are at that moment). Subsequent changes by the source user to the dashboards will not reflect in the accounts of the users that they were autoshared with. Likewise, the new users can modify the populated dashboards without affecting the source user's templates. It is recommended to make template accounts to serve as the source "user", rather than using an individual's account.