Access to Asset Tracker is managed in the Users app in the Kio Cloud section of the Launchpad, not within Asset Tracker itself. Each person who needs access must have a user profile and be assigned an Asset Tracker role. An app appears on a user's Kontakt.io Launchpad only if they are assigned a role for it.
What makes up a user's access
- Role — each user is assigned to an Asset Tracker role, which determines the menus they have access to and their permissions.
- Campus access — set in the Users app, it applies across Kio Cloud apps and can limit a user to specific campuses. By default, a user has access to all campuses.
Asset Tracker roles are not limited by department – a user's Assigned Home Location does not limit the assets they have access to. Within Asset Tracker, an asset's Assigned Home Location identifies the campus and department the asset belongs and is only used in the Assets Search filter.
Roles
Asset Tracker has four roles.
| Role | Who it's for |
|---|---|
| Administrator | People responsible for managing all aspects of Asset Tracker setup and configuration, and getting insights from analytics. |
| User | People responsible for asset management, tagging assets, responding to alerts, and getting insights from analytics. |
| Viewer | People who need to locate assets by location and view all asset data, without edit permissions. |
| Search user | People who only need to search and locate assets by location. |
What each role can do
Yes means the role has the permission; No means it does not.
| Task | Administrator | User | Viewer | Search user |
|---|---|---|---|---|
| View and locate assets (Assets Search) | Yes | Yes | Yes | Yes |
| Use Map View | Yes | Yes | No | No |
| Manage asset inventory (add, edit, import, export) | Yes | Yes | No | No |
| View Analytics (Dashboard and Advanced) | Yes | Yes | No | No |
| View PAR Levels | Yes | Yes | Yes | No |
| Edit PAR Level thresholds | Yes | No | No | No |
| View and respond to alerts | Yes | Yes | No | No |
| Manage Settings (Asset Types, Assets, Asset Groups, Alert Rules) | Yes | No | No | No |
| View Room Types and Room Matching (Settings) | Yes | No | No | No |
Settings menu items in Asset Tracker are visible only to the Administrator role.
How users and Groups are managed
How users are created and maintained depends on whether your organization uses single sign-on (SSO):
- Managed users are created and maintained directly in the Users app. A Managed Group can assign roles and campus access to several users at once.
- SSO users sign in through your identity provider, which supplies their identity, roles, and campus access. These sync into the Users app as view-only — you change them in the identity provider.
Instead of setting roles and campus access in each person's profile, you can assign them to a Group and add members to it. Members inherit the Group's application roles and campus access in addition to anything set directly on their profile. See About Groups, Assign application roles to a Group, and Assign campuses to a Group.
The tasks for managing users are shared across all Kio apps and live in the Users app:
- Add a user — create a managed user.
- Assign roles and access to a user — give a person an Asset Tracker role and set campus access.
- Enable, disable, or delete a user — change or remove a person's access.
Roles that live outside Asset Tracker
- User Management Administrator — required to create managed users and assign Asset Tracker role in the Users app.
- Company Settings Administrator — required for access to settings managed in Company Settings, such as deleting an Asset or Asset Type, or setting an Asset Type's icon and color. In Asset Tracker, Asset Types, Assets, Room Types, and Room Matching are shared platform components. Room Types and Room Matching are view-only in Asset Tracker and managed in Company Settings.
- Asset Manager (Entity Manager) — view, add, and edit assets, including assigning tags, from the Entity Manager web app.
- Mobile User (Entity Manager) — assign tags to assets from the Kio Entity Manager mobile app.