If you find that the built-in roles described in What User Roles Are Available? aren't sufficient for your organization's needs, you can create a custom role one of two ways: by duplicating (and modifying) an existing role or creating a new one from scratch. Both methods are covered below, in separate sections.

 Skip down to "Duplicating a Role" if you are duplicating an existing role.

Note: A role determines the level of privileges your CTC Admin users have within your account. For details about what the roles are allowed to do, go to What User Roles Are Available?.

Creating a New Role from Scratch


To build a completely new role from the ground up, follow these steps:


  1. Navigate to your organization's top-level account in the Account Switcher. (See Switching Accounts if needed.)
    Note: As roles are primarily created to be used throughout CTC Admin, they are best assigned to your top-level account (and set to be inheritable, as shown in step 7).
  2. Click  on the left sidebar menu.
     
  3. Click Roles on the flyout menu that appears.
     
    The Roles screen will appear.
      
  4. Click Add New at the top right.
     
    The Add Role dialog box will appear.
      
  5. Type a name and description for the new role.
     
  6. If CTC Admin isn't automatically selected for the application, click the Application drop-down arrow and choose it.
     
  7. Select Inheritable so that the role can be seen by subaccounts of the account it is assigned to (so the subaccounts, or child accounts, inherit the role from the parent account).
     
    In the Features section, you will find a list of all the screens and available functionality for CTC Admin.
     
  8. Select the check box for the level of access for each feature/screen the new role will need, given these options:
    Note: If a check box is grayed out, that means the feature either isn't applicable for that privilege or you don't have rights in your own role to grant it.
    • All: Adds Create, Read, Update, and Delete rights, plus Assign in the File Permissions rows. (Clicking All will select all the other check boxes.)
       
    • Create: Gives users with the role the ability to add new entities for the screen.
       
    • Read: Allows users with the role to only view the page.
       
    • Update: Grants the right to edit previously created entities.
       
    • Delete: Enables the ability to remove entities.
       
    • Assign: Applicable only for file permissions, lets users with the role assign that file type to jobs (when they are creating a new job), plus add files of the type via the Add New feature on the Device Files screen (see Adding Files to an Account). These are the file type groups:
       
      • Script (PEG and PEG2)
         
      • LMU firmware and coprocessor
         
      • VBUS (JPOD, VBU3, JPOD2, OBDII including all VBUS configs)
         
      • Bluetooth (BLE/BT — all 8)
         
      • Radio firmware (including BSP)
         
      • HostedApp, EdgeApp, and OPKGs
         
      • Customer database files (DriverID, geozone, APN list)
         
      • MDT
         
      • KeyFiles (assigning only)

USING PERMISSIONS INSTEAD OF FEATURES

You many have noticed the Permissions option at the bottom left of the Add Role dialog box. This enables you to more specifically fine-tune the permissions given to the new role. Unless you have a definite need for this level of control, it is recommended that you instead use the Features option, which turns on privileges on a screen-by-screen basis.
 

  1. Click Done.
     
    The new role will appear in the Roles grid.

WHAT IS THE DIFFERENCE BETWEEN THE DEVICE FILES ROW AND THE VARIOUS FILE PERMISSIONS ROWS?

Some users have been confused about the Device Files row under Provisioning versus the list of File Permissions types. The Device Files options give the role access to the Device Files screen (which you can navigate to via the Provisioning menu item's flyout menu): If the role has Create rights, its users can add a new file on the Device Files page; Read allows them to just view the page; Update enables the edit file action; and Delete lets them delete files.

File Permissions determines which file types are available to the role: If the role has the Create privilege, users with the role can add that type of file on the Device Files screen; with the Assign right, they can assign the file type to new jobs they are creating. 


Duplicating a Role


First, find a role whose privileges are similar to those of the new role you need to add. Then follow these steps:


  1. Navigate to your organization's top-level account in the Account Switcher. (See Switching Accounts if needed.)
    Note: As roles are primarily created to be used throughout CTC Admin, they are best assigned to your top-level account (and set to be inheritable, as shown in step 9).
  2. Click  on the left sidebar menu.
     
  3. Click Roles on the flyout menu that appears.
     
    The Roles screen will appear.
      
  4. Scroll down to the role you need to copy or sort the Name column to find it. (See Sorting and Rearranging Columns if needed.)
     
  5. In the row of the role, click  at the far right.
     
    A menu will appear.
       
  6. Click Clone.
    Note: If Clone is grayed out, your user role doesn't have rights to its level of access. You'll need to choose a different role to duplicate or create a completely new role, as shown in the preceding section.
    The Clone Role dialog box will appear with certain settings of the original role already applied.
       
  7. In the Name field, type an identifier for the role, such as Driver Supervisor or Basic User.
     
  8. In the Description field, select the current text and type what the new role is designed for.
     
    CTC Admin should be automatically selected for the application.
     
  9. Make sure that Inheritable is selected so that the role can be seen by subaccounts of the account it is assigned to (so the subaccounts, or child accounts, inherit the role from the parent account).
     
    In the Features section, you will find a list of all the screens and available functionality for CTC Admin.
     
  10. Select the check box for the level of access for each feature/screen the new role will need. (See the preceding section for a description of All, Create, Read, Update, Delete, and Assign, plus the file permissions.)
     
  11. Click Done.
     
    The new role will appear in the Roles grid.