Custom Roles for Sites Administrators

In addition to the default administrative roles available in the Samsara dashboard, you can customize your own roles and permissions for administrators.

After you set up a role, you can assign users to that role in the Invite User and Edit User forms.

• Permissions for Custom Roles

• Set up a Custom Role

• Site Role Templates

Permissions for Custom Roles

For each role that you create, you can customize access by assigning granular permissions required for specific workflows. You can assign basic or custom permissions for each role including view and edit capabilities for certain categories. Samsara frequently updates categories and permissions to optimize sitewide usability.

When you create a new role, you will see custom permissions for all Samsara product features. The following permissions are specific to Sites administrators:

Permission	Access	Additional Details
Sites	View	View sites and the site cameras assigned to those sites Additional permission required: Sites > View: Site Cameras
	Edit	Edit sites and the assignment of site cameras to sites Additional permission required: Sites > View: Site Cameras Additional role required: Organizational Admin
Site Cameras	View	View site cameras and access video footage
	Edit	Edit and remove site cameras Additional role required: Organizational Admin

The following permissions are not specific to Sites administrators but may also be useful depending on your access needs.

Permission	Access	Description
Essentials (Basic Permissions)
Gateways	View	Vehicle, asset, and industrial gateways
	Edit	Edit and remove gateway settings and edit vehicle gateway from vehicle page
Gateway Health Overview	View	Gateway Health Overview report
Alerts	View	View and download alerts from the alerts incident tab
	Edit	Edit, create and remove alerts from the alerts configure tab
Settings (Organizational Settings)
Users, Roles, and Tags	View	Users, roles, and tags
	Edit	Create, edit, and delete users, roles, and tags
Additional Admin Settings	View	View general settings, gateways, and activity log in settings Additional role required: Organizational Admin
	Edit	Edit general organization settings Additional role required: Organizational Admin
Device Activation	Edit	Activate devices Additional permission required: Essentials > View: Gateways
Device Deactivation	Edit	Deactivate devices Additional permission required: Essentials > View: Gateways
Scheduled Reports	View	Scheduled reports
	Edit	Create, edit, and remove scheduled reports
Alert contacts	View	Alert contacts
	Edit	Create, edit, and remove alert contacts
Feature Management	View	New available features Additional role required: Organizational Admin Additional permission required: Settings > View: Users, Roles, and Tags
	Edit	Enable / disable available features for any accessible user
Single Sign on	View	Single sign on settings Additional role required: Organizational Admin
	Edit	Create, edit, and delete single sign on settings Additional role required: Organizational Admin
Account Management (Billing, licensing, purchases, orders, and exchanges)
Billing	View	Billing, payments, and invoices Additional role required: Organizational Admin
	Edit	Payment method Additional role required: Organizational Admin
Orders Exchanges	View	Orders and exchange records on order history page
	Edit	Make purchases and submit warranty exchanges
Advanced (Advanced features for administrators)
Log in as Another User	Edit	Log in to the dashboard as another user in the organization

Set up a Custom Role

After you create a custom role, you can assign it when you create new administrative users. Using a custom role type and a tag in combination will limit administrative access to the features allocated within their role.

1. Select the Settings icon ( ) at the bottom of your Sites menu to view dashboard settings.

2. Select User and Roles > Roles.

3. Click Add Role.

   

   You will see a long list of roles. The only roles applicable to Sites are Essentials and Sites.

4. Select specific View or Edit options.

5. Save the role.

6. Proceed to Add Sites Administrators to your Account.

   The new role will be available for assignment when you add or edit a user.

Site Role Templates

To help you manage large organization with many users such as Operations and Safety, Samsara provides a Samsara Sites- Permissions by Role Template. Use this example template to map out the permissions for each role and as a guide when defining the role in the Samsara dashboard.