Editing a role in the Metasys UI - Metasys - LIT-1201528 - General System Information - Metasys System - 12.0

Security Administrator System Technical Bulletin
Product
Building Automation Systems > Building Automation Systems > Metasys System
Document type
Technical Bulletin
Document number
LIT-1201528
Version
12.0
Revision date
2022-08-05
You can edit a role on desktop platforms only.
  1. Open the User menu.
  2. Tap or click Administrative Tasks > User Management.
  3. In the Roles tab, tap or click the Edit Role icon in the Actions column or double click the number in the Users column. The edit role window opens.

You can edit the role details in the Role Details tab.

Figure 1. Role Details tab
  1. Edit the role name in the Role Name field.
    Note: You cannot change the role name of certain roles, including ADMINISTRATOR and USER. The following two special characters are not supported in a role name: at sign (@) and backslash (\).
  2. To add a user to the Assigned Users section, search and select a user in the Available section and then tap or click the right arrow to add the user. To remove a user from the Assigned Users section, tap or click the left arrow.
    Note: You can select multiple users at once by using the keyboard shortcuts Ctrl or Shift. You can also click and drag the mouse over the users to select multiple users.
  3. Edit the description in the Description field.
  4. Edit the system privileges in the System Privileges section. The level of system access privilege applies to everyone assigned to the role. You can select from the following system privileges:
    • Manage Devices & Sites
    • View Metasys Status
    • Discard Acknowledged Events
    • Discard All Events
    • Snooze All Events
    • Manage Audit History
    • Clear Audit History
    • System Configuration Tool
    • Schedule Reports
    • Advanced Reporting
    Note: You cannot change the system privileges for the ADMINISTRATOR role.

    For more information on system access privileges, see System Access Privileges.

  5. Tap or click SAVE to save your settings and exit the Role Details tab, or tap or click CANCEL to exit the tab without saving your changes.

You can edit the category access details in the Category Access tab.

Figure 2. Category Access tab

The categories are listed vertically on the left. The permissions are listed horizontally at the top of the table. Tap or click the information icon to learn more about the permissions. The following table describes the Category Access icons in more detail:

Table 1. Role Category Access icons
Icon Name Description
Access from Roles & User Appears only in the No Access column. This means that this role has one or more permissions assigned for this category, so that the No Access setting does not apply.
Permission from a Role Denotes that the permission is assigned to this role for this category.
No access to category

Appears only in the No Access column. Denotes that this role has no permissions assigned for this category.
Overridden Will not appear for a role (does not apply).
  1. To edit an active permission for the role, tap or click on the role icon. The role icon disappears.
  2. To add a new permission for the role, tap or click on an empty cell. The role icon appears.
  3. To deny access to a category, tap or click on the desired category within the No Access column. This removes all other permissions assigned to this role (clears the other cells) for the currently logged-in user.
  4. Tap or click SAVE to save your settings and exit the Category Access tab, or tap or click CANCEL to exit the tab without saving your changes.
Note: You cannot edit the category access details for the Administrator role.