Every user of portierX holds one role per organisation, and the role decides which sidebar entries and which buttons they see. The Organisation Admin sets roles under Settings, User. The roles are described there on the Standard roles tab.
Organisation Admin: everything. Users and roles, settings, integrations, creating locations, access points and keys, deleting people, keys and access points.
Access Manager: the daily running. Adding and keeping people up to date, assigning and taking back keys, linking access points to credentials, connecting locking systems. No settings, no users, no adding of keys.
Credential Manager: the issuing desk. Assigning and taking back keys, adding and editing people. No access points, no integrations, no reports.
Security Monitor: reading. Sees people, keys, access points, the audit log and the reports, and changes none of it.
Individual: their own keys and cards and their own assignments, nothing else. Someone named Responsible or Deputy for a place, or who decides requests, gets a dashboard of their own on top.
Requests are decided by whoever is named for them, in any role. The roles overview and the custom roles texts call the Individual role People.
All five roles see Access Credentials, Depots, Reviews and Audit Log. The rest depends on the role.
Role | Also sees |
|---|---|
Organisation Admin | Dashboard, Spaces, Locations, People, Access Points, Integrations, Reports, Settings |
Access Manager | Dashboard, Spaces, Locations, People, Access Points, Integrations, Reports |
Credential Manager | Dashboard, Spaces, Locations, People |
Security Monitor | Dashboard, Spaces, Locations, People, Access Points, Reports |
Individual | nothing more; the Dashboard only when named for a place or deciding requests |
The Individual role does not see the People entry. It sees its own keys, not the staff directory. The Security Monitor sees almost the same entries as an Access Manager and can change nothing in any of them.
The sidebar is the first check, and every button inside a page is the second. A Credential Manager sees the people list and may add and edit a person, but not delete one. An Access Manager assigns and takes back keys, but adding a key to the register is the Organisation Admin's alone. A missing button means the role lacks the right behind it.
When none of the five roles fits a job, the Organisation Admin sets up a custom one under Settings, User, on the Custom roles tab. Create role opens Create a custom role: a name, a description and, under What this role can do, the rights to tick. Only what the person creating it holds themselves is listed. A custom role can be deactivated. Its history stays, and anyone left with no role moves to the Individual role.
Only the Organisation Admin. Under Settings, User, on the Users tab, Update Role in the user's row opens Manage User Role, where the role is chosen under Select Role. The steps are on Add a user and set their role.
A role applies per organisation. Someone working in several organisations holds a separate role in each, see Work in several organisations with one login.
Settings and everything under it is the Organisation Admin's alone.
There is always at least one Organisation Admin. The last one cannot be given another role.
What your work needs and your role does not allow is a question for your Organisation Admin.
