What you’ll accomplish
- Add team members and assign appropriate roles
- Set up company entities and departments
- Configure organization preferences
- Understand permissions and access control
Adding Team Members and Roles
User Roles Overview
June provides several built-in roles to match your organization’s needs:- Organization Admin: Full access to all features and settings
- IT Manager: Device management, reporting, and user administration
- IT Technician: Device actions and basic management tasks
- Department Manager: View and manage devices for their department
- End User: View assigned devices and submit requests
Adding Team Members
1
Navigate to User Management
Go to Administration > User Management from the main navigation.
2
Invite New Users
Click “Add User” and enter the user’s email address and basic information.
3
Assign Roles
Select the appropriate role based on their responsibilities and access needs.
4
Set Department Assignment
Assign users to their respective departments for proper access control.
5
Send Invitation
The user will receive an email invitation with setup instructions.
Setting Up Company Entities
Department Structure
Organize your devices and users by department for better management:1
Access Organization Settings
Navigate to Administration > Organization Settings.
2
Create Departments
Add departments that match your company structure (e.g., Engineering, Sales, HR, Finance).
3
Set Department Managers
Assign department managers who can oversee devices and users in their area.
4
Configure Department Policies
Set specific policies for each department, such as refresh schedules and security requirements.
Location Management
If your organization has multiple locations:- Add office locations and their details
- Configure location-specific policies
- Set up location managers
- Enable location-based reporting
Configuring Organization Preferences
General Settings
Company Information
Company Information
- Company name and logo
- Primary contact information
- Time zone and regional settings
- Fiscal year settings for financial reporting
Device Settings
Device Settings
- Default device naming conventions
- Automatic device assignment rules
- Device health monitoring preferences
- Compliance policy defaults
Notification Preferences
Notification Preferences
- Organization-wide notification settings
- Escalation procedures
- Communication channels
- Emergency contact procedures
Understanding Permissions and Access Control
Permission Levels
June uses a hierarchical permission system:| Permission Level | Access Rights |
|---|---|
| Global | Access to all organizational data and settings |
| Department | Access limited to assigned department(s) |
| Device-specific | Access to specific devices only |
| Read-only | View-only access with no modification rights |
Role-Based Access Control (RBAC)
1
Review Default Roles
Examine the built-in roles and their permissions to understand the access structure.
2
Create Custom Roles
If needed, create custom roles that match your organization’s specific requirements.
3
Assign Granular Permissions
Fine-tune permissions for specific features like device actions, reporting, or user management.
4
Test Access Levels
Verify that users have appropriate access by testing with different role assignments.
Best Practices for Access Control
Security Guidelines
- Follow the principle of least privilege
- Regularly review and audit user permissions
- Use department-based access for most users
- Limit global admin access to essential personnel
- Implement approval workflows for sensitive actions
Integration with Identity Providers
If your organization uses an identity provider:
Next Steps
Once your organization is set up:- Connect Integrations: Link your MDM and identity provider systems
- Import Device Data: Sync your existing device inventory
- Configure Policies: Set up refresh policies and compliance rules
- Train Team Members: Ensure everyone knows how to use their assigned features
Changes to organization structure and permissions may take a few minutes to propagate across all systems.