In this article we answer a frequently asked question by new support specialists, "how do the user levels work"? We will also go over how the user levels affect what a user can see, the typical user roles and permission levels as well as using custom user groups.
How Do The User Levels Work?
The user's permission level is established to control which other users that user is authorized to view and manage. In order to view or manage another user the permission level must be higher that the user you want to view or manage.
A user’s permission level will allow them to view other users on GuardTek who have either an equal or lesser permission level.
For example, a Supervisor at level 31 can view all users on the platform that have a level 30 and below, but he cannot view the site administrator who has a higher permission level, 90.
Top-level users at Permission Level 90, are added to all new sites created automatically.
Typical User Roles and Permission Levels
Permission levels 0-89 establish hierarchy within an organization and will usually be set up by the Success Specialist based on the initial discovery process of the client's needs.
A Supervisor is typically auto assigned permission level 30 as the primary Guardtek site manager.
A Site Manager (no remote access) - is typically assigned permission level 10
Superusers / Champions are typically assigned permission level 90
NOTE: It is not recommended to change the defaults. For additional assistance with various user roles please contact your Success Specialist regarding:
Client (view only access) is typically assigned permission level 0 as they will not likely need to view or manage any other users.
(Some exceptions may include an officer or a regional manager that oversees several property managers. Setting that regional manager as a level 1 would allow them to view or manage the property managers.)
Dispatcher typically needs to view activity and assign tasks to officers in the field. Depending on the level given to Officers (no remote access) it would be best to have a Dispatchers with a permission role set above an Officer (no remote access).
Please contact your Success specialist regarding the typical level for the following User roles:
Officer (no remote access)
Using Custom User Groups
Guardtek is highly customizable and makes it one of the top solutions on the market.
As a Success or Support specialist you may be called upon to assist clients that want to utilize the ability to create custom user roles and groups.
These roles/groups have basic rights associated with them that can be adjusted to fit our client's needs and objectives.
For example – you can create an “Admin Officer Group” that has the right to view and manipulate items within the solution, like creating tours – when normally, officers are not granted those types of permissions.
For a detailed guide on how to add custom user groups please see the Resource Center Article, Adding Custom User Groups.