How to Manage Users and Roles

To access administrative functions, click the Admin icon on the top of the left panel.

Click the Users icon to manage users.

Viewing Users and Roles

When you click the Users icon, you will see two lists:

• Users – Displays names of all Users, along with the Role and number of Cameras for which the User has permission.
• Roles – Displays names of all Roles, along with the number of Users and Cameras for which the Role has permission.

Each list is sorted alphabetically and enables you to edit the User or Role directly from the list. Editing Users and Roles is described below.

For a brand new account, only the user who created the account is listed.

Two Methods of Adding Users

Review Understanding Permissions and Roles for background information to help you best manage your users for your installation.

A. Add users individually – suggested for small installations with limited numbers of cameras and users.

B. Add roles – suggested for larger installations with many cameras and users, to which you will likely add more users.

Refer to the corresponding lettered sections below for information on each of these methods.

A. Adding Users Individually  

To add a user, click Add New User at the top of the Users List.

1. In the Add User dialog, specify basic information for the user:
   • First and Last Names
   • Email (must be unique)
   • Password
2. Specify a Role for this user. Each user can only be associated with one role.
   
   • Superuser – Full permissions on all cameras. Can create and edit other users. There is no limit on the number of Superusers you can have on your account; however, this role has full control of the system, so be highly selective when assigning it to users.
   • – Select a Role you defined in the Adding a New Role section below.
   • Custom – Select camera privileges for this user. You can add privileges by location or by individual camera. Use the Filter field to help you search for cameras or locations.
     • In most cases, you will specify permissions by location, to specify the same permissions for all cameras within a location, including any cameras you add to the location in the future. To associate user permissions with a location, select Admin, User, or None in the same row as the location name.
     • If you need a mix of permissions for a location, expand the location name, then select the permissions for each individual camera.
     The available permissions are:
     • Admin – Users can perform administrative functions cameras and locations.
     • User – Users can only view the individual cameras and locations, and cannot make any adjustments to them.
     • None – Users cannot see the camera or location.
   The image below shows how you can select one permission for all cameras within a location (see the blue box around the ATL location and all locations after FAT), or a mix of permissions for cameras within a location (see red box around the BLR location).
   
   Note that when multiple roles are selected for different cameras within a single location, the role selectors at the top of the location are light gray, and display the various roles that are selected below. For example, the role for the BLR location in the image below has both User and None privileges, so both the User and None indicators at the BLR top level are light gray. The role for the ARB location in the same image must have a combination of Admin and None privileges, given the coloring of the indicators at the ARB level. The role for other locations in the image below all show the None privilege, since the None indicators are all dark gray.
3. Click Save to save the settings for the new User.

B. Adding a New Role

If you will have multiple users with the same permissions, it is helpful to define those permissions as a Role, then assign the Role to the users when you add the users.

To add a new Role:

1. Click Add New Role.
2. In the Add Role dialog, specify a name for the Role.
3. Specify the permissions for the role, either by location or by individual cameras in each location.
   This process is the same as that described above for Users.
4. Click Save to save your changes.

Editing Users and Roles

Editing a User

To edit an existing user:

1. Locate that user in the Users List.
2. Click Edit User in the row of the user you want to edit.
3. Make changes to the values described in the Adding a User section above.

Editing or Renaming a Role

To edit an existing role:

1. Locate that role in the Roles List.
2. Click Edit Role in the row of the role you want to edit.
3. Change the name of the role or change permissions, as described in the Adding a New Role section above.
   Changes you make to the role will allfect all users assigned to that role.  

Deleting Users and Roles

Deleting a User

To delete an existing user:

1. Locate that user in the Users List.
2. Click Edit User in the row of the user you want to delete.
3. In the Edit User dialog, click Delete User.
4. Confirm that you really want to delete the user.

Deleting a Role

Note: You can only delete a role if there are no users assigned to it.

To delete an existing role:

1. Locate that user in the Roles List.
2. Ensure that there are no users associated with that role.
3. Click Edit Role in the row of the user you want to delete.
4. In the Edit Role dialog, click Delete Role.
5. Confirm that you really want to delete the role.