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Permissions

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Users of the Uptrends app are called operators within the app. An operator holds the user’s profile with contact info, personal settings, and more. The operators are members of one or multiple operator groups. More info on this topic can be found in the Academy lesson Operators and operator groups.

Operators have different roles and responsibilities, so they need different permissions within the Uptrends app. One example is the typical administrator role, where the operator has access to everything. Other operators may need access only to certain products or monitors. Or you simply want to restrict who has insight into information or the right to change settings.

The Uptrends app uses two approaches when it comes to permissions: global permissions and permissions bound to specific items. In some cases an item defines which operator can access it and in other cases the operator or operator group defines the global permissions.

The permissions for vault sections and sharing custom dashboards are based on items. You add user permissions to a vault section or a custom dashboard in order to make it accessible for certain users. Check the KB articles Vault permissions and Dashboard sharing to learn more.

The second approach, where permissions are defined for the operator or operator group, are described in this article.

Who can manage permissions?

Only operators with administrator rights can change permissions. The operator has to be a member of the Administrators operator group where the Administrative permissions are default and mandatory.

Managing permissions

We recommend to manage permissions on the operator group level. Technically you can also add permissions to individual operators. In most situtations it will be easier to add the operator to the operator group which already has the permissions defined, instead of having to add all the permissions to the operator.

The process for granting and revoking permissions is the same. The steps for operator groups are described below.

To grant a permission follow these steps:

  1. Go to the menu Account setup > Operator groups.
  2. Select the group you want to add permissions for. The permissions are located on the Permissions tab on the Operator group page.
  3. Select Add group permission.
  4. From the popup dialog choose the permissions you want to add to the operator group and select Add.
  5. The permissions are now added to the list of active permissions for this operator group.
  6. Select Save to save the changes you just made.

To revoke a permission do the following:

  1. Go to the menu Account setup > Operator groups.
  2. Select the group you want to delete permissions from. The permissions are located on the Permissions tab on the Operator group page.
  3. Within the list of active permissions select Delete for the permission that should be revoked. If the permission is grayed out, it cannot be deleted, because it is default or mandatory.
  4. The permission is deleted from the list of active permissions for this operator group.
  5. Select Save to save the changes you just made.

Permission types

Note: The availability of permission types depends on your subscription plan, i.e. some types may or may not be available to you.

All permission types are available on operator and operator group level, unless otherwise mentioned. Some permissions are mandatory, details can be found in the permission desciptions below.

Administrative permissions

This permission is mandatory for the default operator group Administrators and cannot be given to any other operator group or individual operator.

If operators need to have administrative rights, add them to the operator group Administrators.

Financial operator

An operator with this permission can place orders, view invoices, and make payments.
The operator will get notified about account expiration, reaching the SMS credits limit, and will also receive payment reminders.

It is mandatory to have at least one operator within your Uptrends' account with this permission. It is included in the Administrators group’s permissions by default.

Infra access

If you have a subscription to Uptrends Infra, you can give operators access to this product.

This permission is mandatory for the default operator group Administrators.

Technical contact

The permission is set for the operator who should be contacted regarding any technical problems.

It is mandatory to have at least one operator with the permission type Technical contact. Additional technical contact permissions may be added and deleted, provided that you always keep at least one operator with this permission.

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