About Roles Settings

Roles control the level of access a user has in myQ. When a Role is added to a user profile, they can email an invitation to join your myQ facility. Roles control the level of access a user has in myQ. If a User’s Role prohibits access to a feature, then the user will not see the specific feature tab in myQ.

By default, there are five roles. It is recommended that you work with your CSM to best utilize these roles and thoughtfully restrict permission sets.

https://www.youtube.com/watch?v=lRppUaKQnAM

This video will show you how to assign roles in myQ Enterprise.

• Facility Owner role is for individuals such as Operations Manager and ‘Admin’ type role, that should have full access to the platform, including backend set up and reporting.

  • Can add or edit users, Schedules, Groups, Credentials, Notifications

  • Can also edit the permission sets for Roles

• Facility Manager is often used for users that are active in myQ but with fewer permissions than the Facility Owner, and is typically in the Shipping / Receiving manager role

  • Permissions can be fully controlled including granting access to edit Roles of Groups. It is recommended that you are very intentional with the users that can edit Role permissions as they control everything in myQ.

    

    Navigate to the Roles Module. You may have to scroll down to see the module. Click on the Facility Manager box to expand and edit the user access as you see fit. Do not forget to press the 'Update Role' button, scroll down if needed.

• Dealer Owner is the Dealer manager and ‘Admin’ type role

  • Your CSM and support team are your Dealer Owners with full permission.

• Dealer Manager is an optional role to utilize for 3^rd party Technicians who need access to myQ

  • This is a role that can have any set of permissions.

  • Users may be maintenance staff that need to troubleshoot devices or create/edit notifications that will alert them to any issues.

• Dealer Tech is an optional role to utilize for 3^rd party Technicians who need access to myQ

  • This is a role that can have any set of permissions.

  • Users could be an outside party such as your dealer. With limited permissions, they can ensure myQ devices are online and functioning correctly.

  • Even without access, you can have dealers notified by email when your equipment has an issue

    

    Navigate to the Roles Module. You may have to scroll down to see the module. Press on the Dealer Tech box to expand and edit as you see fit. Do not forget to press the 'Update Role' button, scroll down if needed.

    By managing roles thoughtfully, you will make sure users have the right level of access while keeping your facility’s operations secure and organized.