Roles
- Vladislav Turzai
In the BAS-IP Link system, roles define a set of permissions and rules for different user categories. The system includes four primary roles: Company Administrator, Site Administrator, Concierge, and User, each with unique settings for server interaction — from managing groups and licenses to personal housing. Additionally, you can create custom roles to tailor permissions to your project’s needs.
Standard Roles on the Server
The server provides predefined roles with specific functions designed for various system usage scenarios. In this section, we will explain the purpose of each role, their key capabilities, and the conditions for obtaining them.
Company Administrator: Manages company resources, creates subgroups, assigns administrators, and distributes licenses. This role configures resources and defines access for subordinate roles like the Site Administrator. To obtain this role, users must first select "Dealer" or "Installer" during registration and then contact our sales department, where the role will be assigned manually.
Site Administrator: Manages assigned resources such as rooms, devices, and groups. Can view, edit data, and control bookings and access. Assigned manually by the Company Administrator or automatically during registration by a dealer or installer.
User: Has basic access to a personal account. Can configure their profile, view devices and bookings, create guest passes, and receive messages. Permissions are limited to personal settings without system management. Assigned manually by the Company Administrator or Site Administrator.
Concierge: Manages resident interactions, including sending messages, making and receiving calls, and controlling bookings and access. Has access to group information and devices to ensure communication and security. Assigned manually by the Company Administrator or Site Administrator.
Roles allow for convenient distribution of permissions and areas of responsibility when using the server. This can be compared to positions in a hierarchical system: administrators oversee operations at the server level, while users manage their personal resources and tasks.
Permissions Table for Each Role
This section provides a detailed overview of the permissions assigned to each role in the system. The table below lists all roles with their respective capabilities, marked with a plus (+) for available permissions and a minus (–) for restricted ones.
Creating a Custom Role
In addition to standard roles, the system allows you to create custom roles with a unique set of permissions tailored to your project’s needs. You can fine-tune access, define functional limitations, and allocate rights for specific tasks or users.
Stages of creation:
Go to the Profiles tab in the User Management section.
Click on the plus icon in the bottom-right corner of the page.
In the pop-up window, enter a name for the new role.
Add a description for the role if needed.
In the Available Profiles section, select the roles that the new role will be able to edit.
In the Permissions section, select all the necessary permissions for the new role.
Click on the save icon in the bottom-right corner to apply the changes.
Creating a Role by Copying
In addition to the standard role creation process, you can copy an existing role on the server and customize it to suit your needs. This significantly reduces setup time, especially when the new role requires similar settings to an existing one.
Stages of creation:
Go to the Profiles tab in the User Management section.
Click on the copy icon to the right of the role name.
In the opened window, enter a name for the new role.
Add a description for the role if needed.
In the Available Profiles section, select the roles that the new role will be able to edit.
In the Permissions section, add or remove the necessary permissions for the new role.
Click on the save icon in the bottom-right corner to apply the changes.
Assigning a Role to a User
To assign a role to a user, you first need to create and configure a group where users with assigned roles will be added. Groups help organize users and simplify the management of their access rights.
You can find a detailed guide on creating and configuring a group here.
Stages of creation:
Go to the Object Group section.
Use the navigation arrows to select the desired group level and click on the three vertical dots to the right of the group name.
Select New User.
In the pop-up window, fill in the required information:
Enter the user name.
From the drop-down list, select the role by clicking on it.
Enter the email where the registration instructions will be sent.
Provide the phone number.
If needed, add: marker, description, identifier, address, Access Restrictions, and additional identifiers.
In the Licenses section, configure the user’s access to server features:
Add or remove checkmarks next to the checkboxes.
Set the quantity for virtual numbers, mobile applications, and UKEY2.
Ensure that the permissions you assign do not exceed the limits available to you.
Click the save icon in the bottom-right corner to add the user with the selected role.
After saving, the added user with the assigned role will appear at the bottom of the selected group.
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