Permissions

The Permissions section provides for users to be added and one of several roles to be assigned to a user for access control. A user’s assigned role (Integrator, Admin, Manager, or Reporter) determines what specific Cloud Node features and options may be accessed or denied (People, Groups, System Events, Auto Open, Elevators, Reports, Partitions, States, Live Events, and Configuration).

When a permission is given to a 'Dealer Level' user, the permission needs to be added at the 'Dealer Level'. This will grant them access/permissions to all customer accounts on the Dealer Account.

When a permission is given to an end-user, first click on that customer’s account, and then create the permission within that account. Adding a permission for an end-user to the 'Dealer Level' will grant them access to all 'Customer Level' accounts, in addition to their own, for that dealer. 

Permission roles of Integrator, Admin, and Manager can add users in Permissions. The permissions table below illustrates the roles and allowed permissions of the Cloud Node features. 

The Permissions section (on the same screen as Customers and Cloud Nodes) provides for users to be assigned one of several roles for access control.

Permissions Table 

The following table illustrates the roles and allowed permissions of the various Cloud Node features that can be accessed with each of the roles. To illustrate, the permission role of Reporter may only access Reports and Live Events.

	Integrator	Admin	Manager	Reporter
People	✓	✓	✓
Groups	✓	✓	✓
System Events	✓	✓
Auto Open	✓	✓	✓
Elevators	✓	✓
Reports	✓	✓	✓	✓
Partitions	✓	✓
Door States	✓	✓	✓
Live Events	✓	✓	✓	✓
Configuration	✓
Ecards	✓

NOTE: Adding permissions to a Cloud Node must be done by the dealer/customer; it cannot be done by Technical Support.

Add Permission Screen 

To add users and assign permissions, click the + icon next to Permissions. 

The Add Permission screen is displayed. 

User Email 

Enter the email address of the new user that will log in and utilize pdk io.

Role

Click inside this field or on the down arrow to view the list of roles. Select the appropriate role for the user from the list. 

Integrator

Has full access to make edits for all aspects of the system, both users and doors. May access and modify all Cloud Nodes, including Configuration and Ecards. 

Admin

May access and manage People, Groups, System Events, Auto Open, Elevators, Reports, Partitions, Door States, and Live Events. May not access or manage Configuration. 

Manager

May add, delete, and edit users and may only assign rules to doors to which they have been assigned. A Manager may access and manage People, Groups, Reports, Door States, and Live Events. 

Reporter

May only access and manage Reports and Live Events. May not configure or edit any settings on the system. 

Click ADD.

When ADD is clicked, an invitation email is sent to the user informing them of being added to the system. 

Until the invitation is accepted by the user, (Invitation Pending) appears for that user in the Permissions section rather than the new user’s name.

Once the email is accepted (and by association, the user account setup) by the user, (Invitation Pending) is replaced by the user’s name that is associated with the email address. 

User Info 

Click on a user’s name in the Permissions section to view the User Info screen. The user’s Email address, (First and Last) name, Company Name, Title, and Phone Number are displayed. (The lists of Customers and Cloud Nodes are also found with the Permissions list.)