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Managing roles

In addition to Apporto’s standard administrator and end user roles, customers have the ability to create custom roles.

Use the information in this guide to learn how to:

You may also visit the related article on creating a role.

View the roles list

roles list screen

The Roles page shows a list of all the custom roles in your Apporto instance. To access this page, follow the steps below.

  1. Log in to the system using your credentials.
  2. Click roles or the roles icon icon in the navigation panel.

To make it easier to locate the appropriate role, you may adjust the visible columns or filter or search through the list. See the article on working with lists for more information.

Edit a role

To edit a role, follow the steps below.

  1. Click edit for a role in the list.
  2. The system will display the Update role pop-up screen.
    update role screen
  3. Update any necessary values. The table below shows the values that make up a role.
    Field Datatype Required? Notes
    Role name String Yes
    Role type Lookup value Yes
    • Faculty
    • Sub-admin
    Rule groups List Yes Multi-select list of user groups
    Rule permissions List Yes Multi-select list of entity permissions
    1. If you need to adjust the permissions for your role, check and uncheck permissions from the list. The full list of permissions is as follows:
      1. Analytics – View faculty dashboard
      2. Apps and desktops – Manage
      3. Apps and desktops – View
      4. Audit logs – View
      5. Calendar – Manage licenses
      6. Calendar – Manage maintenance
      7. Calendar – Manage start servers
      8. Calendar – View licenses
      9. Calendar – View maintenance
      10. Calendar – View start servers
      11. Groups – Manage
      12. Groups – View
      13. Home – Launch assigned apps and desktops (present for all users)
      14. Home – View assigned apps and desktops (present for all users)
      15. Licenses – View
      16. Servers – Manage
      17. Servers – View
      18. Sessions – Join
      19. Sessions – Manage – Terminate session
      20. Sessions – View
      21. Users – Launch as (only available for cloud instances)
      22. Users – Manage
      23. Users – View
      24. Presenter mode – Start
      25. Virtual classroom – Start
    2. If you need to add another rule set (combination of groups and permissions), click the rule button. Repeat as needed.
  4. Click update role to save your updated settings.

Remove a role

To remove a role, follow the steps below.

  1. Click remove on a row in the list.
  2. The system will display the Delete role pop-up.
    delete role pop-up screen
  3. Click confirm to complete deletion. The former role record will no longer be visible in the list.