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User Roles

A role is a named set of permissions ("capabilities"). You assign one role to each user, and the user can do exactly what the role allows. Roles are how you give people the right amount of access.

How to get here​

You reach this page through Settings, so you need administrator (settings) permission. If you don't see the Settings icon, ask your administrator for access.

  1. Sign in to EndpointOps.
  2. In the top-right of any screen, click the Settings (gear ⚙️) icon.
  3. The Settings screen opens with its own menu down the left side. Click User Management (the first group) to expand it.
  4. Click User Roles.

Navigate to: Settings → User Management → User Roles

URL path: /settings/user-management/user-roles (for example, https://your-endpointops-site/settings/user-management/user-roles).

The User Roles screen​

User Roles listUser Roles list

Columns: ID, Name, Description, Created On.

Each row has edit (✏️) and delete (🗑️) actions. The built-in Super Admin role has every capability and can't be deleted.

The toolbar​

Above every list sits the same toolbar:

The list toolbar: Create, Import, Refresh, Export, and ColumnsThe list toolbar: Create, Import, Refresh, Export, and Columns
  1. Create- add a new item.
  2. Import- bulk-import items from a file (only on screens that support it, such as Users).
  3. Refresh- reload the latest data.
  4. Export- download the current list.
  5. Columns- choose which columns to show (covered under "Choosing which columns to show" lower on this page).

Working with the list​

Every list in EndpointOps behaves the same way, so these controls work here too:

  • Search- type in the Search… box above the table to filter the rows as you type.
  • Sort- click the arrows in a column header to sort by that column, ascending or descending.
  • View details- click a row's link in the first column (its name or ID) to open a read-only view of that record.
  • Edit / delete- use the edit (✏️) and delete (🗑️) icons at the end of a row. Built-in/default records show no delete icon.
  • Pagination- when a list runs to more than one page, use the page controls at the bottom-right, and the / page selector to change how many rows show at once.
  • Permissions- you only see Create, edit, and delete if your role grants the matching permission. Without those permissions the screen is read-only.

When you save a new or edited record, a success message appears, the panel closes, and the list refreshes. Required fields are marked with a red asterisk; if you miss one, an inline error shows when you try to save.

How do I create a role?​

  1. Click Create. The Create Role panel opens.

    Create Role form with the capabilities pickerCreate Role form with the capabilities picker

  2. Enter a Name and a Description.

  3. Under Capabilities, choose what the role can do:

    • Capabilities are grouped by module (for example Inventory, with View Inventory, Create Inventory, Delete Inventory, Remote Desktop, Terminal, Add User, Change Password, and so on). The exact set of capabilities depends on your product edition/license.
    • Tick the capabilities you want on the left, then move them to the right (selected) list with the › button. Use ‹ to move them back.

  4. Click Create.

To change a role later, use the edit (✏️) icon and adjust its capabilities.

Choosing which columns to show​

Click the Columns icon on the right of the toolbar to open the column picker.

User Roles column pickerUser Roles column picker

Tick the columns to show, untick to hide, and drag to reorder. Click Apply to save (remembered next time), Reset for defaults, or Cancel.

Tips​

  • Build narrow roles (for example a read-only or helpdesk role) for everyday users, and reserve Super Admin for administrators.
  • If a user can't see or do something, check their Role here first- edit the role's capabilities, or assign a different role on the Users page.