Roles, Permissions and Templates in Pharos Administrator

Interface: pharos

How can the Permission feature control user information access?

Looking at the TechNote Permissions guide can be a bit confusing. Hopefully this article will make things a bit simpler.

In the first paragraph of the TechNote Permission Guide it says the following.

"The Permissions feature enables you to control what services users can access, the information
that they can see, and the actions that they can perform in Pharos Administrator or Pharos Remote."

Why is this important? We recently had a customer that was trying to create a custom role that that would allow certain behavior in the Pharos Nerve Center. They created a roles using a cashier template. They made edits to the permissions. When they were done, and they logged into the Nerve Center the permissions they set did not take effect.

That because the roles and permissions are for the Pharos Administrator and Pharos Remote but not the Nerve Center.

Templates: The Permissions document says that Permissions of templates cannot be modified.

What roles can be modified?

• The Cashier role

• The Proctor role

• Any role you create

What roles cannot be modified?

• Administrator

• Cashier Default (Template)

• Proctor Default (Template)

• Sub-Administrator (Template)

• User

When creating a new role, you should always copy permissions from a template (Cashier, Proctor and Sub-Administrator). This will assure that your new role will have all the default permissions set before you edit them. Permissions enable you to control what services users can access, the information that they can see, and the actions that they can perform in Pharos Administrator or Pharos Remote.

**Please note. If you edit the Cashier or Proctor role. You can restore those roles to their default permissions, but you cannot restore the permission settings on a role that you create.