User roles

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This article gives an overview of the roles in Remote Access: Org Admin, Portfolio Admin, Site Admin, and Access User (non-admin, standard user).

Role

Scope

Actions

Org Admin

All resources (sites, portfolios, users, devices, groups) across the entire Remote Access organization.

Available portal areas: All (including the Dashboard and Org Profile)

✅ Can view, create, modify, delete all resources across the org.

Portfolio Admin

All resources (site, users, devices, groups) for those sites included in their assigned portfolio(s).

Available portal areas: Users, Devices, Groups, Access, Audit, and Profile

✅ Can view, create, modify, delete any resource for a site within their portfolio(s).
🗙 Cannot add, modify, or delete sites in their portfolios.
🗙Cannot view resources outside their portfolio(s)

Site Admin

The allowed resources within their assigned sites, as configured by an Org Admin.

Site Admins are subject to more granular permissions, which can be applied in a custom configuration across different sites:

All, Device Only, User Only, View Only.

Available portal areas: Users, Devices, Groups, Access, Audit, and Profile

✅Can view, create, modify, delete the allowed resources for their site(s), depending on permissions.

🗙Cannot add, modify, or delete sites.

🗙Cannot view resources outside their site(s)

Access User

View-only access to their user profile.

Available portal areas: Profile (of that user)

✅Can view information about and access devices in the groups they are assigned to.

🗙Cannot modify anything.