The Admins and Permissions section in Trio allows you to delegate responsibilities securely by assigning predefined admin roles with scoped access. This is particularly useful for organizations with multiple departments managing device fleets, billing, support, or HR-related workflows.
Each admin role is based on a template that defines their access level to critical modules like Device Management, Policy, Billing, and Security. Misconfiguring access here can lead to accidental exposure of sensitive controls or data.
Make sure:
The user you're assigning is already active
You’ve reviewed what each role allows before assigning access
MFA is enabled for security (optional but recommended)
Step 1: Select the User
Navigate to Settings > Admins And Permissions
Click Add New Admin
In the Select user step:
Use the search bar or filters to locate the intended user
You can filter by Name, User Group, or MFA Status
Check the box beside the user's name (e.g.,
Darya Madsen)Click Next
Expected result: The selected user is now marked for admin assignment
Tips:
A red ❌ icon under MFA indicates the user hasn’t enabled two-factor authentication.
If no users appear, could you make sure they have joined your workspace?
Step 2: Assign Access
In the Assign access step, you’ll see a set of predefined role templates:
Auditor – Can view users and devices, with limited access to billing and compliance
Billing – Full access to billing-related settings, read-only elsewhere
Help Desk – Broad access but no access to roles, billing, security, or device unenrollment
Human Resource – Manages users, reviews devices, performs wipes/locks, sees alerts, and logs
Standard – Platform-wide access excluding billing, access levels, and security
Super Admin – Full access to all modules and permissions
Select the access template that best fits the user’s responsibility
Click Save new admin
Expected result: The selected user is now added as an admin with the defined access scope
Troubleshooting this step:
Issue: User not found in step 1 → Solution: Invite them through the Directory first
Issue: Unsure which role fits → Solution: Start with Standard or Auditor and adjust later via custom access levels
Next Steps
Immediately after assigning:
Verify the user appears under the Admins tab with the correct role
Confirm their State is “Active” and MFA is enabled (if required)
Role Summary (Quick Reference)
Role | Access Scope |
Auditor | View only; compliance and basic visibility |
Billing | Full access to billing settings |
Help Desk | Broad platform access without security/role/billing control |
Human Resource | User/device management, logs, integrations, alerts |
Standard | Full access minus billing, access levels, and security |
Super Admin | Full access to all features and controls |
If you have more questions, please contact the Trio team.