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Users, roles and territory permissions

Control what a user may do and in which cities or locations.

PRINTEXUS WORKFLOW

Printexus combines functional rights with data scope. Permission to read Fleet is paired with the countries, cities, sites or exact devices the user may actually see.

Before you begin

  • Define job responsibilities before individual users.
  • Prepare the real territory each technician covers.
  • Decide who may create, change and delete operational records.
01

Roles and modules

A role provides a safe baseline. Module permissions refine read, create, update and delete access. Dashboard remains available to every signed-in user.

02

Data scope

Assign specific devices, locations, cities or countries to a technician. Fleet, Dashboard and tickets then use the same scope.

03

Dispatch rule

A ticket cannot be assigned outside the technician’s allowed territory. If no technician qualifies, explicitly extend the scope instead of bypassing the control.

Recommended practice
  • Start with least privilege and expand when work requires it.
  • Verify role changes with a test user.
  • Review access whenever job or territory changes.
Common pitfalls
  • Checking every module “just in case” defeats least privilege.
  • Module access does not replace territory scope.
  • Deleting instead of deactivating may hinder accountability.
How to verify the result

Each user sees exactly the functions and data needed, while dispatch blocks work outside territory.

Continuously updated for the current Printexus release.

Still need help? Contact support.

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