Skip to main content

​
Configure roles and permissions

Define roles and set granular feature-level permissions so each user sees only the parts of Servinix they need for their job.

​
Before you start

  • You need Admin access.
  • Servinix ships with a default Admin role that covers all modules and features. You cannot delete or modify the default Admin role.
  • New roles you create can be assigned to users from Settings → User.

​
Steps

​
Create a new role

  1. Go to Settings in the left navigation and select Roles.
  2. The Roles page lists all existing roles with their ROLE NAME, PERMISSIONS summary, and TYPE (Default or custom).
  3. Click Add Role in the top-right of the page.
  4. Enter a name for the role.
  5. In the role builder, review the module and feature list. Modules shown in the default Admin role include LIVE, FLEET, and at least 11 additional modules.
  6. For each module, toggle the specific features this role should be able to access.
  7. Save the new role.

​
Search and export roles

  • Use the Search by role name… field to filter the role list quickly when you have many custom roles.
  • Click Export CSV to download the full role and permissions list for auditing or documentation.

​
Edit or delete a custom role

Find the role in the list and select the appropriate action from the ACTIONS column. Default roles cannot be edited or deleted.

​
Result / verify

The new role appears in the Roles list with a TYPE of custom. You can now assign it to users from Settings → User by editing the user’s role field. Users assigned the new role see only the modules and features you granted.

​
Troubleshooting

Cannot find the new role when assigning to a user — Return to Settings → Roles and confirm the role was saved. Refresh the Users page before assigning. Default Admin role permissions changed — The default role cannot be modified. If permissions seem wrong for an Admin user, check whether the user was assigned a custom role instead of the default Admin role.