Users / Roles Tab

Navigate to Tools then Users to add users and roles, adjust roles, and remove administrators' and non-administrator access to the Admin Console. Only add users needing access to the Admin Console.

The Users tab divides into two sections allowing you to manage users and roles separately. The Users section displays current users along with the role type and folders they have permission for. The Roles section comes with standard (out-of-the-box) roles that cannot be modified or deleted. Use the roles section to create custom roles, which permit access to specific features of the Admin Console. Features not selected will not be available to the user assigned to the role.

Overview

The administrator role grants full access to view and change objects and settings within the instance, and Role Types are used for non-admin roles. Set or create roles on the Tools then Users tab. PrinterLogic provides a list of predefined user roles ready to be applied and the option to create custom roles specific to the needs of your admin team. Restrict custom roles down to specific folders, printers, and settings, or create roles with broader access and permissions.

For example, the Help Desk role can see print jobs in the queue and access the printers in their assigned folder, allowing them to distribute the installation link. However, the Help Desk role does not have the permission to modify printers eliminating the risk of accidental changes made by users with that role. Role types can be applied per folder or printer object for the same user/group. A user/group may have Help Desk roles for the corporate office folder and the Site Manager role for a break room printer, permitting them to manage and update that printer's settings.

Users tab showing users added at the top, their roles, and the folders they have access to. Below is the Roles section with descriptions of the roles, and the Add Role, View, and Copy buttons.

Manage Users

The user management options are located on the upper right of the tab. They include:

  • Add User: Use this option to add new users.
  • Change Role Assignments: Use this option to update the role for the selected user.
    • This option allows for additional folders to be assigned to a non-admin user.
  • Change Name/Password: Use this option to update username/password for the root account and PrinterLogic user accounts.
    • IdP, AD, and LDAP users must update their username/password through the identity provider.
  • Delete: Use this option to remove the selected user from the Users list.

Users tab showing a list of users, and the manage buttons for Add User, Change Role Assignment, Change username / password, and Delete are highlighted in the upper right.

Manage Roles

The role management options are located on the middle right of the tab. They include:

  • Add Role: Use this option to add a new custom role to the Roles list.
  • View: Use this option to view the standard roles PrinterLogic provides.
    • This option only shows when a standard role is selected.
  • Edit: Use this option to edit an existing custom role.
    • This option only shows when a custom role is selected.
  • Copy: Use this option to create an editable copy of an existing role.
    • Give the copy a unique name in order to save it. There cannot be two roles with the same name.
  • Delete: Use this option to remove custom roles.
    • Standard roles cannot be removed.

User tab Roles section showing the different predefined roles in a list, as well as any created roles, and the buttons for Add Role, View, Copy, and Delete highlighted in the upper right.

Add a New User

  1. In the Admin Console, click Tools then Users.
  2. In the Users section, click Add User.
  3. Select the Identity Provider user type.
    • AD Group/User
    • IdP Group/User
    • PrinterLogic User
    • LDAP Group/User
  4. The steps for each option are displayed below. Follow the steps for the Identity Provider type chosen in Step 3.

      1. In the pop-up, verify the location is correct, enter the object name, and click Check Name.

        Active Directory Select Users or Groups pop up for adding AD objects for assignments.

      2. Select the user from the new pop-up window and click OK.
      1. Select the location/domain, or leave at All Domains.
      2. Enter in the Group/User and click Search.

      3. Select the Group/User from the list and click Select.

        Search LDAP Users and Groups pop-up with the location/domain field, and user or group name field next to the Search button.

      1. In the pop-up, search for the Group/User.

      2. Select the Group/User and click Add.

        Add IdP users pop-up showing the field to enter the name and the search, add, and close buttons.

      1. In the pop-up, complete the username and password fields and enter in the email associated with the user account.

      2. Click Add.

        Add User pop-up with fields for the username, email address, password, and confirm password, as well as the Add and Close buttons.

  5. After the user/group/object has been selected, the Configure User's Role Assignments pop-up will show.
    • For the Administrator role, select the Administrator option.
    • For the Non-Administrator role:
      1. Select the Non-Administrator option.
      2. Click Add to assign folders, printers, or IP Range and Service Client objects.

      3. Once the object has been added, use the drop down box next to the folder to designate the Role Assignment.

        Configure Role Assignments pop-up with the Non-administrator role selected and specific objects added, showing the drop-down for the different roles they can assign to the object.

  6. Click OK.

The new user account appears in the Users section.

The LDAP Group/User option does not appear unless you have set up an LDAP domain in the Admin Console and the Enable advanced LDAP administrative authentication box checked on Tools then Settings then General. For more details, see LDAP Domain.

IdP users and groups are only searchable to add if the IdP has been configured and the users/groups have provisioned over. See Configuring an IdP.

Create User Roles

  1. Navigate to the Tools then Users tab in the Admin Console.

  2. In the Roles section, click Add Role.

    Roles section of the users tab where default role definitions are showng. The Add Role button is highlighted on the upper right.

  3. In the Role Name field, type a name to replace the default name, Untitled Role.
  4. Recommended: In the Role Description field, type a summary to define the purpose of the new role.

  5. In the Permissions column, select the boxes for the settings and objects you want the role to have permissions for. Some objects expand to provide View or Modify ability for those objects/tabs.

    Create Role pop-up with fields for the name, description, and checkboxes to define what objects they have access to modify, and the permissions they have for those objects.

    • Additionally, selecting an option in the Permissions column displays a description in the column to the right.

  6. Click Save.

When you are finished creating the role, the role appears in the list of existing roles as a Custom role type.

Change User Roles

  1. In the Users section of the Admin Console, select the box next to the desired user/group.
  2. Click Change Role Assignments.
  3. The Configure User's Role Assignments pop-up will show.
    • For the Administrator role, select the Administrator option.
    • For the Non-Administrator role:
      1. Select the Non-Administrator option.
      2. Click Add to assign folders, printers, or IP Range and Service Client objects.

      3. Once the object has been added, use the drop down box next to the folder to designate the Role Assignment.

        Configure Role Assignments pop-up with the Non-administrator role selected and specific objects added, showing the drop-down for the different roles they can assign to the object.

  4. Click OK.