Roles are useful for configuring which Neara features are available to specific users in your organization.

For example, a certain category of users may prefer a simpler experience that allows them to easily find and inspect assets in your network model; while others have full access to Neara's complete configuration and design feature set.

You can create multiple Roles, but each User can only have a maximum of one Role.

Select Organization / Roles from the side menu:

Each Role has the following information:

To create a new Role, click the Add new entry button at the bottom of the screen:

A new row, shaded green, will be inserted into the table. Enter a Name and optionally a Description for the Role, and click Save changes at the bottom of the screen:

To cancel without saving the new Role, click the Discard changes button at the bottom of the screen.

Permissions control access to Neara features, and they are configured per-Role. Click the Edit option in a Role's row in the table:

Place a checkmark next to each feature that this Role should access, and click Save when ready. Click the help icon (?) next to a feature to learn more about it.

Each Role can optionally have a “Home” project. When set, any user with that Role will be automatically taken to that project when they login. They will also see a new tile on their Home screen (under the Start section) for their Home project for easy access.

The Home project entry in the table requires a Neara Project ID or URL. Open a Project and then inspect the URL bar of your web browser:

The table will accept any one of the following:

Paste that text into the Home Project input in the row of the relevant Role, and click Save changes at the bottom of the screen when ready:

To cancel adding a Home Project to a Role before saving it, click Discard changes at the bottom of the screen.

A default role can be set for the organisation - all users without a role will assume this default role (including new users who join after this is set). To nominate a default role, click the drop-down located at the top right corner of the Roles page.

To view which users have assumed a role via the default role mechanism, navigate to the Organization / Users table, and the Role column will show (default) appended to the role name for those users who have had that assigned by the default role mechanism.

If the default role is changed, these users will assume the new default role.