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Add New Access Levels

Learn more about adding a new role in Trio.

Trio’s admin console supports flexible permission controls through custom access levels. These allow organizations to define specific roles with tailored visibility and actions across all modules in the platform. The "Add New Access" flow guides you through a 3-step process: naming the role, assigning permissions, and selecting users.

Step 1: Define Access Level Details

Begin by setting the identity and purpose of the new access level.

  • Name: Choose a clear, descriptive label (e.g., "Network Technician", "Regional Auditor").

  • Description: Summarize the responsibilities and scope of this role. This helps other admins understand the access level’s intent when assigning it.

This foundational step ensures that all roles are purpose-driven and easily distinguishable.

Step 2: Configure Permissions

Next, define the exact permissions this role should have across platform areas. Permissions are set per module and broken into actions such as View, Edit, Assign, Delete, or Action, depending on the resource.

You can grant permissions granularly depending on operational needs—for example, giving a role the ability to view devices and compliance, but restricting access to software or security settings.

Step 3: Assign Users to This Role

Once permissions are configured, the final step is to assign the access level to specific individuals in your organization.

  • Use the search bar or sorting options to find users quickly.

  • Select one or multiple users to apply the new access level.

  • Users will immediately inherit the permissions defined once the configuration is saved.

⚠️ Only users with active status and MFA configuration (if required by the organization) should be assigned roles that grant high-level actions such as un-enrollment, remote wipes, or profile edits.

Finalizing the Role

Click "Save new access" to complete the setup. The new access level will now appear in the Access Levels tab under Settings > Access, where it can be viewed, edited, or assigned again in the future.

Why Use Custom Access Levels?

Creating tailored access levels allows your organization to enforce least privilege, improve auditability, and maintain clear separation of duties. Instead of over-permissioned users, each team member operates with the exact level of access they need—no more, no less.

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