Admin Roles
Define and manage custom admin roles for the OpsPilot365 platform. Roles determine what actions platform users can perform.
Built-in Roles
Administrator
Full access to all platform features including settings, billing, and user management.
- Manage all tenants
- Configure platform settings
- Manage billing
- Add/remove platform users
- Access all features
Technician
Day-to-day management access for assigned tenants. Cannot modify platform settings or billing.
- Manage assigned tenants
- User and device management
- Run reports
- Execute automation
- View dashboards
Read-Only
View-only access for auditors, managers, or stakeholders who need visibility without modification rights.
- View tenant data
- View reports
- View dashboards
- Export data
- No modifications
Custom
Create custom roles with specific permission sets tailored to your organization’s needs.
- Granular permissions
- Feature-level control
- Tenant-level restrictions
- Action-based limits
Permission Matrix
| Permission | Admin | Tech | Read |
|---|---|---|---|
| View dashboards | Yes | Yes | Yes |
| Manage users | Yes | Yes | — |
| Manage devices | Yes | Yes | — |
| Run automation | Yes | Yes | — |
| Order licenses | Yes | With approval | — |
| Platform settings | Yes | — | — |
| Manage billing | Yes | — | — |
| Manage platform users | Yes | — | — |
Legend: Yes = Full access | With approval = Requires approval | — = No access
Authentication
Microsoft Entra ID SSO
Allow platform users to sign in with their Microsoft work account.
Require MFA
Enforce multi-factor authentication for all platform users.
Session Timeout
Automatically sign out inactive users after specified duration (default: 8 hours).