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Summary

The Roles & Permissions screen in the RAY admin portal controls who can use the portal and what they can see. It has two tabs. Role Assignments lists which user holds which role, and is where users are assigned to or removed from roles. Roles lists the roles themselves, and is where roles are created and deleted. Each role’s detail page has a Features tab (what the role can access) and an Assignments tab (who holds the role). For how roles, features and locations combine into access, see Roles and permissions.

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Where to find the Roles & Permissions screen

  • Menu: Administration → Roles & Permissions (Arabic: إدارة ← الأدوار والأذونات)
  • Tabs: Role Assignments (تعيين الأدوار) and Roles (أدوار)
  • Clicking a role in the Roles tab opens the role’s detail page.

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Who can access the Roles & Permissions screen

The Roles & Permissions menu entry is shown only to users with an Admin role that includes the administration feature. The same feature also shows Features & Audiences, Profile Customization and Organization Settings.

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Role Assignments tab

The Role Assignments tab lists one row per user-and-role pair. A user with three roles appears in three rows. The Role Assignments tab can be filtered by User (search by name or email) and by Role.

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Roles tab

The Roles tab lists every role.

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Role fields

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How to create a role

  1. Open Administration → Roles & Permissions and select the Roles tab.
  2. Click Add.
  3. Enter the Role name.
  4. Choose the Type: Admin, Security or Operator.
  5. Choose the Location: Global, or Specific Location and then the location.
  6. Click Save. The portal opens the new role’s detail page.
  7. In the Features tab, tick the features the role should grant.
  8. In the Assignments tab, click Assign to add users.
When a specific location is selected in the portal header, a new role is always created for that location, and the Location choice is locked. To create a Global role, first select Global in the location selector in the portal header.

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How to choose the features of a role

  1. Open Administration → Roles & Permissions, select the Roles tab, and click the role.
  2. Open the Features tab. It lists the features available for the role’s type, sorted by name.
  3. Tick a feature to grant it, or untick it to remove it.
Each tick or untick is saved immediately, with the message “Your item has been updated successfully”; there is no Save button. The features listed depend on the role’s Type, so an Operator or Security role lists fewer features than an Admin role. Feature names follow any custom name set in Features & Audiences.

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How to assign a user to a role

A user can be assigned from either tab. From the Role Assignments tab:
  1. Open Administration → Roles & Permissions and select the Role Assignments tab.
  2. Click Assign.
  3. Choose the user in Select a User and the Role.
  4. Click Save.
From a role’s detail page:
  1. Open the role from the Roles tab.
  2. Open the Assignments tab and click Assign.
  3. Choose the user in Select a User.
  4. Click Save.

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How to remove a user from a role

  1. Open Administration → Roles & Permissions and select the Role Assignments tab (or open the role and select its Assignments tab).
  2. Click Unassign on the user’s row.
  3. Confirm in the dialog titled “Unassign” followed by the user’s first name, “From” and the role name.
The user loses the screens that only that role gave them. Their other roles are not affected.

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How to rename or delete a role

  • To rename a role, open the role detail page and edit the title. The Type and Location are shown on the detail page but cannot be edited.
  • To delete a role, click Delete on its row in the Roles tab and confirm.

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Common questions about Roles & Permissions

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How do I give a new staff member access to the portal?

Assign the staff member to a role in Administration → Roles & Permissions. The staff member must already exist as a user. If no existing role has the right type, location and features, create one first. Use the Portal map to see which role type and feature each screen needs.

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How do I change a role from Operator to Admin?

A role’s Type cannot be changed after creation. Create a new role with the Admin type and the same features, move the users to it with Assign and Unassign, then delete the old role.

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How do I limit an admin to one building or site?

Roles can be limited to one location, not to one building. Create the role with Specific Location and choose the location. Locations are managed in Multi Location Setup.

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Why can’t I find a feature in a Security or Operator role?

The features listed in a role’s Features tab depend on the role’s Type. A Security or Operator role lists only some features. If the feature you need is not listed, create an Admin role for it instead; check the Portal map to see which role types a screen supports.

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Why can’t I create a Global role?

The Location choice is locked to the location selected in the portal header. Select Global in the header location selector, then create the role. If Global is not offered in the header, your own roles are all limited to specific locations.