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Permission Sets
Permission Sets

Manage what users are permitted to view and edit across Atrius.

Updated over 6 months ago

👍 This article will help you:

  • Understand authorization levels for default Atrius permission sets

  • Create a custom permission set

A permission set is a collection of features and capabilities with prescribed authorization levels for users. Every user is assigned to a single permission set.

To view permission sets, go to Settings on the left side menu. Select User Management, then go to the Permission Sets tab.

Default permission sets

Default permission sets (Administrator, Editor, and View-Only User) are preconfigured and uneditable, while custom permission sets can be configured by an organization's administrators.

Administrators have edit access to the majority of your organization's licensed features and capabilities. There should be at least one Administrator within your organization. However, it is recommend that you limit the number of Administrators only to those who need this broad-based access.

Editors have edit access to the majority of your organization's licensed features and capabilities, but cannot access Organization Settings and certain data settings.

View-Only Users have view-only access to the majority of the licensed features and capabilities available to Editors. However, these users are prohibited from performing data editing operations, managing or adding buildings or points, creating or editing dashboards, or managing or inviting users. View-Only Users can still download data and receive email notifications.

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Above: To reassign a user's permission set, go to 'Settings > User Management' and view the user's Profile. On the Profile, go to the Permissions section.

📘 How to read the tables below

If a default permission set is granted access to a feature or capability, then it is denoted by a green checkmark. If none of the three default permission sets have access, then that feature may be accessed only by a Partner Administrator or Customer Support.

General

Feature

View-Only User

Editor

Administrator

New user invites

✅

✅

Buildings

✅

✅

✅

Points & Bills

✅

✅

✅

Location Services

✅

✅

✅

Apps

Reporting & Alerting

Feature

View-Only User

Editor

Administrator

Dashboards

✅

✅

✅

Scheduled Emails

✅

✅

✅

Alerts

✅

✅

✅

Sustainability

Feature

View-Only User

Editor

Administrator

Emissions

✅

✅

✅

Energy

Feature

View-Only User

Editor

Administrator

Trend Analysis

✅

✅

✅

Heat Map Analysis

✅

✅

✅

Load Profile Analysis

✅

✅

✅

Comparisons

✅

✅

✅

Portfolio Drift

✅

✅

✅

Insights

✅

✅

✅

Projects

✅

✅

✅

Asset Management

Feature

View-Only User

Editor

Administrator

Assets

✅

✅

✅

Lighting

✅

✅

✅

Life Safety

✅

✅

✅

Work Orders

✅

✅

✅

Engagement

Feature

View-Only User

Editor

Administrator

Storyboards

✅

✅

✅

Competitions

✅

✅

✅

Building Blocks

✅

✅

✅

Data Management

Feature

View-Only User

Editor

Administrator

Exports

✅

✅

✅

Data Quality

✅

✅

✅

Batch Point Creation

✅

✅

Batch Point Data Upload

✅

✅

Batch Bill Point Creation

✅

✅

Batch Bill Data Upload

✅

✅

Mobile Data Entry

✅

✅

✅

File Library

✅

✅

✅

Data

Feature

View-Only User

Editor

Administrator

Statements

✅

✅

✅

Analytics Points

✅

✅

✅

Baselines

✅

✅

✅

Normalization

✅

✅

✅

Settings

General

Feature

View-Only User

Editor

Administrator

Profile

✅

✅

✅

User Management

✅

✅

Batch User Invite

✅

✅

Tenant Management

✅

✅

✅

Asset Management

✅

✅

Building Groups

✅

✅

✅

Batch Building Creation

✅

✅

Organization Settings

✅

Partner Settings

Programs

✅

✅

Data

Feature

View-Only User

Editor

Administrator

Integrations

✅

✅

✅

Utility Prices

✅

Data Processing Jobs

✅

Developer API

✅

Reference

Feature

View-Only User

Editor

Administrator

Supported Utilities Catalog

✅

✅

Unit Conversions

✅

✅

✅

Currency Conversions

✅

Custom permission sets

If default permission sets do not meet your requirements, then you may add a custom permission set. Only Administrators may do so.

On the Permission Sets tab, select the 'Add a permission set' button.

Once selected, the form reflects the same settings for the default permission set Editor. Modify these settings to suit your specific needs.

Custom permission sets can take full advantage of your organization's license. Choose from among the same features and capabilities available to default permission sets.

Partner Administrators

Partner Administrators manage a set of organizations that belong to a partner. A Partner Administrator will automatically have Administrator access to all of the organizations contained within the partner.

📘 The following features are available to Partner Administrators only:

  • Reprocess point and bill readings

  • Delete bill readings

  • Move bills from

  • Scale data

  • Copy tags to other organizations

  • Copy dashboards to other organizations

  • Copy storyboards to other organizations

  • Data Quality app > Duplicate Statements / Duplicate Bill Readings

Super Partner Administrators manage a set of partners that belong to a super partner, where each partner contains a set of organizations. A Super Partner Administrator will automatically have Administrator access to all of the organizations contained within each partner.

📘 The following features are available to Super Partner Administrators only:

  • Create new organizations within a partner

  • View and edit organization license

Related Articles
Emissions
Developer API
Product Updates
User Management
User Profile
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