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Limiting user access with roles, permissions and scoping

Table of Contents
  • Overview
  • Scoping / restrictions
  • User permissions

Overview #

This guide explains how to restrict and limit user access to Sentry.

In general, there are two main ways to restrict user access in Sentry:

  1. By using the ‘scoping’ restriction function on an individual user; and
  2. By using roles and role permissions to limit what views users can view and edit.

Scoping / restrictions #

To limit a user to be only able to see certain machines and markets throughout Sentry, navigate to the user’s detailed view, and select restrictions to be applied from the ‘restrictions’ selector:

The restrictions selector on the user’s detailed view.

This can be used to limit a user to see only machines or markets associated with either:

  • a particular client; or
  • a particular route.

User permissions #

The second way to limit access in Sentry is to use the role permission system.

To do so, navigate to the roles list view (https://app.sentryvend.com/roles), then select the role you want to limit.

The role detailed view has a range of general permissions, as well as subject-specific permissions.

Subject-specific permissions for a role.

One notable role is the role permission to manage users:

The role permission to manage users

In the case where you want to restrict a users access to a specific client/route, and you also do not want that user to be able to remove that restriction, then you should:

  • Apply the restriction to the user(s);
  • Create a new role for the user(s);
  • Turn off the user permission for the new role; and
  • Apply the role to the user(s).

Updated on 13 December 2021
Driver guide – picking and stocking a snack/drink machine or market

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Table of Contents
  • Overview
  • Scoping / restrictions
  • User permissions
  • Micromarkets
  • Features
  • Integrations
  • Plans
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