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How To Change User Roles

Introduction

Changing a user role in Farsight® is a simple process. Organization Admins can easily change any user's role and permissions in Farsight®. Supervisors are limited to managing the roles and permissions of Operators only, and cannot modify Admins.

Edit User

Go to: Account name > Settings > Users, roles and permissions

  1. Hover over your account name

  2. Hover over Settings

  3. Click on Users, roles and permissions to open the Users page

  4. Input the user's email in the search bar and hit Enter to search for them

  5. Check the current user role, site access, and module access

  6. Click on the pencil icon to edit the user

Change User Roles - Admin Tab

  1. If you check the Admin button, the user will be granted full admin privileges

  2. If you check the Supervisor button, the user will be granted supervisor access

  3. If you make any changes in the Admin tab, you can save them by clicking the Save Changes button

SPVs Tab

  1. If you select Unrestricted Access, the user will have access to all SPVs, present and future ones as well

  2. If you select Specific SPVs, you will have to grand individual SPV access to the user

  3. If you Select All SPVs, the user will have access only to current SPVs. Any future SPVs will need to be added to the user's access list

  4. You can use the dropdown to select one or multiple SPVs manually

Sites Tab

  1. If you select Access to all sites, the user will see all present and future sites

  2. If you select Specific sites, the user will only have access to those specific sites

  3. If you Select All sites, the user will have access only to current sites. Any future sites will need to be added to the user's access list

  4. You can use the dropdown to select manually one or multiple sites

Modules Tab

  1. You can scroll the list of modules. Submodules are accessible by clicking the chevron

  2. If you click on Set all modules, you can set the same permission on all modules at once i.e. Edit, View or None

  3. You can select individual access permissions for modules

  4. Here you can see what the permissions mean

Input

Definition

Admin Access (Admin role)

An Admin has full access across your entire organization in Farsight®. They can view and manage all Sites and Modules, invite new users, onboard new power plants, and even access billing details.

Supervisor role

A Supervisor can view and make changes (write permissions). For Modules, they can access and delegate everything except Billing. Sites and SPVs access is still delegated to them in the Site and SPVs tabs

Site Access (Operator role)

An Operator only has access to the Sites and Modules that are specifically enabled for them. They won’t be able to make changes unless you give them Edit permission.

Note: Operators and Supervisors only get access to sites explicitly added to them. Any pre-existing or newly added sites must be granted to them manually.

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