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Innomesh
Portal Since v3.3.0

RBAC Authorisation Guide

Overview

The Innomesh Role-Based Access Control (RBAC) system allows administrators to manage user permissions across the Portal and Room Manager environments through roles and user groups. Introduced in version 3.3.0, RBAC provides granular control over which features each user can access, ensuring that team members only see and interact with the areas relevant to their responsibilities.

Users

The Users section displays all registered users in your Innomesh tenancy. Administrators can view and edit user roles or assign groups to users from this page. User details include their SSO provider, account request date, and currently assigned role.

Administration area showing the Users, User Groups, Roles and SAML Roles tabs

To edit a user’s role or group:

  1. Navigate to Administration > Users.
  2. Locate the user in the list.
  3. Click the user row to open the edit panel.
  4. Select the desired Role and User Group from the dropdowns.
  5. Save the changes.

Role changes are enforced when the user next logs in.

❗ Important
Assigning a role to a user overrides the configured permissions of any assigned user groups.

Users Management

Edit User dialog with the user group dropdown open

User Groups

User Groups categorise users by organisation, department, or specialisation. Groups serve an organisational purpose and are used for resource access scoping (see the General Tab section below), but they do not directly set permissions.

❗ Important
The User Group section is not the location to set permissions and access within your environment. Use the Roles section for access control.

To create a user group:

  1. Navigate to Administration > Users > User Groups.
  2. Click Add Group.
  3. Enter the group name and description.
  4. Save the group.

User Groups tab with the Create New and Delete buttons highlighted

Create User Group dialog with a name entered and the Create button highlighted

Roles

Roles define the specific access levels a user has across both Room Manager and Portal. Each role is configured through a set of tabs that control different aspects of the platform.

📝 Note
Avoid deleting the default Innomesh roles, as these support core organisational operations.

Roles tab listing built-in roles with the New Role button and row actions highlighted

Create Role dialog open on the General tab with a role name entered

General Tab

The General tab configures broad access parameters for the role:

SettingOptionsDescription
User Group Resource AccessAll, Own User Group, CustomControls which user groups’ resources the role can access. “Own User Group” restricts visibility to resources belonging to the user’s group. “Custom” allows selecting specific groups.
Site AccessAll sites or CustomRestricts the role to specific sites or zones. Useful for regional teams who should only manage rooms in their area.
Live Chat AccessEnabled / DisabledControls whether users with this role can access the live chat support feature.
📝 Note
Vitals and Insights dashboards do not support site filtering at this time.

Edit Role General tab with User Group Resource Access set to Own user group

User group picker for Custom User Group Resource Access

Room Manager Tab

The Room Manager tab defines access to Room Manager features. Each access area supports the four permission levels described below.

Room Manager tab listing Administration, Rooms and Templates access areas

Administration Access

PermissionIncluded in “View Only”Description
Access AdministrationYesAdministration menu
Zones – view zonesYesView zones; download zones CSV
Zones – rotate hostsNoRotate hosts
Hosts – view hostsYesView hosts; download hosts CSV; launch host website
Hosts – manage hostsNoEnable Space VC host; disable Space VC host; drain Space CE host (future)
View logsYesView room manager logs only; view all logs (if ip-admin-logs also enabled)

Room Manager Administration Access custom permissions picker

Rooms Access

PermissionIncluded in “View Only”Description
View roomsYesView rooms (main Rooms tab); search, download rooms as CSV; view “Rooms Deployed” against template
Create & delete roomsNoCreate new Space/Sight/Pulse rooms; delete, duplicate, mass create, mass delete rooms
Edit room configurationNoEdit existing room; move rooms between zones; update room software; upgrade Pulse to Sight; load room from file; update XPanel, VNC, web panel; pull/push template updates
Edit room informationNoEdit room information
Expose all room optionsNoExpose all room options (for Space CE rooms)
Launch remote UI panelYesLaunch XPanel, VNC, Web Panel
Create & delete third-party roomsNoCreate or delete third-party room
Edit third-party room configurationsNoEdit third-party room; move between zones; update XPanel
Mass onboard UC roomsNoMass create Sight rooms for UC management (Microsoft Teams)

Rooms Access custom permissions picker for a role

Templates Access

PermissionIncluded in “View Only”Description
View templatesYesView templates; download as CSV; view template via “Template Name” link
Create & delete templatesNoCreate, delete, duplicate, or mass delete templates
Edit template configurationNoEdit existing template; update software, XPanel, VNC, web panel; load from file; room state mapping (Sight templates)
Edit information template associationNoUpdate information template
Edit template room optionsNoUpdate room options
Create & delete third-party TemplateNoCreate or delete third-party template
Edit third-party template configurationsNoEdit third-party template; move between zones; update XPanel

Templates Access custom permissions picker for a role

Portal Tab

The Portal tab defines access to Portal features.

Portal tab listing Hotlist, Vitals, Room Management, Room Information, Insights, Asset Management and Administration access areas

Hotlist Access

PermissionIncluded in “View Only”Description
View HotlistYesView, search, filter, sort Hotlist; group by room
View “Critical” severity alertsYesCritical alert tab
View “High” severity alertsYesHigh alert tab
View “Medium” severity alertsYesMedium alert tab
View “Low” severity alertsYesLow alert tab
View “Notice” severity alertsYesNotice alert tab
View “Suppressed” severity alertsYesSuppressed alert tab
Claim alertsNoClaim, mass claim, update alerts; add alert notes (including mass)
Manage alertsNoAssign, mass assign, create ticket, resolve, mass resolve (future), set non-SLA, suppress; manage suppression rules; view alert history

Hotlist Access custom permissions picker for a role

Vitals Dashboard Access

PermissionIncluded in “View Only”Description
View Vitals Infrastructure dashboardYesInfrastructure dashboard
View Vitals Rooms dashboardYesRooms dashboard
View Vitals Network dashboardYesNetwork dashboard
View Vitals Pulse dashboardYesPulse dashboard
View Vitals Sight dashboardYesSight dashboard
View Vitals Compliance dashboardYesCompliance dashboard
View Vitals VNOC dashboardYesVNOC dashboard
View Vitals Custom dashboardYesCustom dashboard

Vitals Dashboard Access custom permissions picker for a role

Room Management Access

PermissionIncluded in “View Only”Description
View roomsYesView Rooms page, Live Info, Insights; sort, filter; “Show Room” link from Assets
Manage roomsNoSet Maintenance; trigger room operations
Launch remote UI panelNoLaunch XPanel, VNC, Web Panel

Room Management Access custom permissions picker for a role

Room Information Access

PermissionIncluded in “View Only”Description
View room informationYesView, search, sort Room Information; download CSV
Edit room informationNoToggle edit mode and mass edit mode; save or discard edits

Room Information Access custom permissions picker for a role

Insights Dashboard Access

PermissionIncluded in “View Only”Description
View “Rooms” dashboardYesRooms dashboard
View “Usage” dashboardYesUsage dashboard
View “Alerts” dashboardYesAlerts dashboard
View “Proactive Support” dashboardYesProactive Support dashboard
View “Consumption” dashboardYesConsumption dashboard
View “Sight” dashboardYesSight dashboard
View “Ops” dashboardYesOps dashboard
View “Custom” dashboardYesCustom dashboard

Insights Dashboard Access custom permissions picker for a role

Asset Management Access

PermissionIncluded in “View Only”Description
View assetsYesView Assets page, asset details, live info; sort, filter, customise view; download CSV; view room assets and Hotlist alert asset
Manage assetsNoEdit asset details
Perform asset operationsNoTrigger asset operations (including mass); filter by operations

Asset Management Access custom permissions picker for a role

Administration Access

PermissionIncluded in “View Only”Description
Access administrationYesAdministration menu
Trigger “Change Mode”NoChange Mode page access and trigger
Manage assets & asset profilesNoAsset profiles; driver, compliance, and custom fields management; asset operations update and file management; operations schedule (future); campaigns (future)
View logsYesView room manager logs only; view all logs (if ip-admin-logs also enabled)
Manage UsersNoUpdate or delete user
Manage RolesNoCreate, update, or delete role, user group, or SAML role
Manage Smart Room AttributesNoManage Smart Room Attributes
View data import / export configurationsYesView data import and export configurations
Edit data import / export configurationsNoCreate, edit, duplicate, or delete data import and export configurations
Manage Summary ViewsNoCreate, edit, duplicate, or delete Summary Views

Portal Administration Access custom permissions picker for a role

Permission Levels

Each access area within a role offers four permission levels:

LevelDescription
AllFull access to all functions within the area
View OnlyRead-only access; the user can see data but cannot make changes
NoneNo access; the section is hidden from the user
CustomiseSelect specific individual permissions within the area

When Customise is selected, a list of granular permissions appears. Toggle each permission on or off to tailor access to the exact requirements of the role.

User Groups tab listing AV Integrator, Innomate, Programmer and UXT with Create New and Delete buttons

Best Practices

  • Start with the default roles and create copies for customisation rather than modifying the originals.
  • Use User Group Resource Access to scope data visibility. For example, a regional operations team should only see rooms belonging to their user group.
  • Apply the principle of least privilege by granting only the permissions each role requires.
  • Review roles periodically to ensure they still align with team responsibilities, especially after organisational changes.
  • Document custom roles internally so that new administrators understand the purpose of each role and its intended audience.
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