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IT Expert permissions


How to manage your EcoStruxure IT Expert organization including users, groups, subscriptions, and alarm notifications, and Gateways

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IT Expert permissions


Administrator users can assign access permissions in IT Expert based on locations in the organization and roles.


  1. Click Administration > Groups.

  2. Click Add group to create one or more groups in addition to the default Administrators and Users groups.
    Note: If you use SAML SSO, you must also create exactly the same groups in your identity provider if you create groups in IT Expert. For more information.
    Configure SAML single sign on (SSO) in IT Expert

  3. Select a group and click Add locations.
    Locations are hierarchical; locations inherit the role of the parent location. Sublocations cannot have more restrictive permissions than the parent. 

  4. Assign at least one role to each location. Roles apply to all group members.
    idea_icon_4409313154961.pngidea_icon_4409313154961.png Click Show to see a brief description of the user roles available in IT Expert.
  5. Click Edit members to add one or more members to the group.

  6. Click a user on the left to add that user to the list of group members on the right, or click a user on the right to remove that user from the list of group members.

    When a user is a member of multiple groups, their permission the least restrictive role of all the groups.





Changes to roles and permissions, October 2023


  • The Operator role was introduced.
  • Access to move devices was removed from the Editor role.
  • Access to create, remove, or edit locations was removed from the Editor role and is now included the Operator role.


Click Show to see a description of the user roles available in IT Expert.

Roles apply to all group members.


The Administrator role is global, with full access to IT Expert features in all locations.


The Operator role allows access to all features in selected locations. Operators cannot manage the call list or manage Administration.


  • Operators must have Operator permission for both the source and the destination devices to perform device configurations.

    When a user has the Operator role for one or more locations, they also have read-only access to the device configurations run by other users.

  • Operators must have Operator permission for all the listed devices to perform a firmware update.
  • Operators must have Operator permission for all the listed devices to manage alarm thresholds.


The Editor role allows access to some features in selected locations.


The Viewer role allows view access to selected locations. Viewers can acknowledge alarms.

Note: The default Users role allows view access to all locations.



ITE roles chart with operator.png


Note: You can view or modify a user's group membership, and view the locations and roles defined by that user's group membership, on the Users tab



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