User Management: Roles

All Ubidots accounts begin with a single App that can be accessed by users under a specified permission role to view, create, or edit resources (Devices, Dashboards, Events, Tokens and End users) within it. Here's a quick reminder of Ubidots' hierarchy:

Ubidots License Admin: A person who manages the Ubidots Account at industrial.ubidots.com, its App(s), Devices, Dashboards, Events, Organizations, Roles, and Users. Ubidots accounts may have one or several admins.
App: An IoT portal that contains organizations and is defined by a set of configurations for its appearance, domain, locale, visible features, and language.
Organization: An entity containing devices, dashboards, events, tokens, and users. Users may have permissions over one or multiple organizations.
Role: A group of permissions which specify the type of access (create, view, edit, and/or delete) a user has over the entities contained in the Organization(s) they belong to.
User: A password-protected account that has access to one or several Organizations through an App, and engages with them based on the particular Role that the user has been given.

In this quick guide about Roles, you'll learn how to create, edit, and manage different user Roles to give users access to different aspects of an Ubidots App.

1. Creating a new Role

First, select the Roles tab from the main navbar.
Then, click the "+" icon located in the top-right corner of the interface to add a new Role group.
Add a title for the Role and description of the user group.
Select or deselect any available permission allowing a user with this role to access the specific functionality of the designated permission.

When editing permissions, you will see the "✓" next to any enabled permission. When an "X" is visible, the permission will not be available to the users who've been assigned this Role.

2. Ubidots default Roles

Explorers: Can create, edit, view, and delete dashboards and events. They can view the devices, variables, and values, but can't edit or delete these.
Viewers: Can view dashboards, devices, variables and their values, but can't create, edit, or delete them.
Dashboard viewers: Can only see data dashboards of their organization.
Managers: Can do everything an admin can do, except creating, editing, or deleting end-users.
Create your own: Using Roles, you can create custom user-access permissions as you see fit.

3. Edit & delete roles

To edit or delete a Role, simply click on the options button (the 3 dots) next to the Role you want to modify and select the option you need.

Other users also found helpful:

User Management: Apps

User Management: Users

Security: Managing Token Permissions Using Organizational API Roles

User Management: Managing Users as an End User

User Management: Managing Organizations as an End User

Table of Contents:

1. Creating a new Role

2. Ubidots default Roles

3. Edit & delete roles