Role Permissions
Each role in KODE OS defines access through per-product permissions. Permissions are classified asRead or Write and determine what actions a user can perform on a resource. Use the permissions reference below to understand what permissions are available across KODE OS products.
AssetOps
Controls access to the AssetOps application for asset and maintenance operations.Show General
Show General
Read
Access the AssetOps application.
Show Categories
Show Categories
Show Closure Policies
Show Closure Policies
Show Dashboard
Show Dashboard
Show Data Sources
Show Data Sources
Show Discovery Configurations
Show Discovery Configurations
Show Discovery Logs
Show Discovery Logs
Show Discrepancy Reports
Show Discrepancy Reports
Show Notification Policies
Show Notification Policies
Show Schedules
Show Schedules
Show Task Templates
Show Task Templates
Show Work Orders
Show Work Orders
Building BI
Controls access to the Building BI application for analytics dashboards and reporting.Show Dashboards
Show Dashboards
Show Datasources
Show Datasources
Show Deployment Manager
Show Deployment Manager
Show Schedules
Show Schedules
Read
View and access scheduled PDF report configurations.
Show Sharings
Show Sharings
Read
Generate public, shareable links to dashboards or widgets for external users.
Show Templates
Show Templates
BuildingDataHub
Controls access to the Building Data Hub for data pipelines and scheduled jobs.Show Pipelines
Show Pipelines
Show Schedule
Show Schedule
EnerG
Controls access to energy monitoring, reporting, and analytics across buildings and portfolios.Show General
Show General
Show Alert Center
Show Alert Center
Show Baseline Configuration
Show Baseline Configuration
Show Benchmarking
Show Benchmarking
Read
View benchmarking data and comparisons.
Show Budget
Show Budget
Show Building Dashboards
Show Building Dashboards
Read
View the building budget dashboard.
Read
View the building comparison dashboard.
Read
View the building cost dashboard.
Read
View data quality metrics for building energy data.
Read
View building energy data in table format.
Read
View carbon emissions and sustainability metrics for a building.
Read
View interval-level energy trends for a building.
Read
View building target and goal tracking.
Read
View building energy usage dashboard.
Read
View weather-normalized energy metrics for a building.
Write
Create an export template for building data table exports.
Write
Delete an export template for building data tables.
Write
Export building energy data to a file.
Show Building Information
Show Building Information
Show Capital Plans
Show Capital Plans
Show Certifications
Show Certifications
Show Data Sources
Show Data Sources
Read
View energy accounts.
Read
View bill data.
Read
View buildings linked to EnerG data sources.
Read
View credential metadata for data source connections.
Read
View configured energy data sources.
Read
View energy meter records associated with data sources.
Read
View energy data providers.
Read
View billing or usage statements.
Write
Activate or deactivate energy accounts.
Write
Add credentials for data source connections.
Write
Assign or remove account assignments to buildings or portfolios.
Write
Assign or remove meter assignments to buildings or data sources.
Write
Create a new energy account.
Write
Create connection URLs for data source integration.
Write
Create new energy data sources.
Write
Create a new meter.
Write
Delete energy data sources.
Write
Link or unlink buildings to data sources or accounts.
Write
Upload bill documents or data.
Show Energy Modeling
Show Energy Modeling
Show Meters
Show Meters
Read
View linked meter configurations.
Read
View meter data completeness metrics.
Read
View energy meter records and meter metadata.
Read
View meter comparison configurations.
Write
Create meter comparison configurations.
Write
Delete meter comparison configurations.
Write
Edit linked meter configurations.
Write
Edit meter configurations.
Write
Edit virtual meter definitions.
Show Meters Dashboards
Show Meters Dashboards
Read
View meter data quality dashboard.
Read
View meter data in table format.
Read
View interval-level trends for metering devices.
Read
View meter completeness metrics in dashboard context.
Read
View meter usage dashboard.
Write
Create an export template for meter data table exports.
Write
Delete an export template for meter data tables.
Write
Export meter data to a file.
Show Portfolio Dashboards
Show Portfolio Dashboards
Read
View portfolio-level cost dashboard.
Read
View portfolio energy data table.
Read
View portfolio emissions dashboard.
Read
View portfolio target dashboard.
Read
View portfolio usage dashboard.
Read
View portfolio weather normalization dashboard.
Write
Create an export template for portfolio data table exports.
Write
Delete an export template for portfolio data tables.
Write
Export portfolio energy data to a file.
Show Targets
Show Targets
Buildings
Controls access to building-level data, devices, systems, and configuration.Show General
Show General
Show Areas
Show Areas
Read
View the Areas module in the side panel and list areas within a building.
Write
Define and create new areas (zones, rooms, floors) within a building.
Write
Create dashboards specific to an area, available in the area detail page.
Write
Delete existing areas from the building layout.
Write
Delete dashboards created within the context of an area.
Show Datasources
Show Datasources
Read
View the Data Sources module and all configured sources within a building.
Write
Create new data sources within the building context.
Write
Delete existing data sources from a building.
Write
Manually clear the cached data of data sources to refresh stale or outdated data.
Write
Run device discovery from a data source and import discovered devices, points, and schedules into KODE OS.
Write
Import devices from a sheet-based source into the building.
Show Devices
Show Devices
Read
View the Devices module for a building and access all devices and their associated points.
Read
View all available device types, including system-defined and custom types.
Read
Retrieve the list of linked devices (device-to-device or device-to-system relationships).
Read
View available device graphic templates for visual representation of devices.
Read
View the graphical representation of devices from the device details page.
Read
View manually entered meter definitions in the building.
Read
View manually entered meter readings.
Write
Create, modify, or delete custom device types used across the platform.
Write
Attach or detach devices to systems or locations within a building.
Write
Modify device configurations, including metadata and mappings.
Write
Permanently delete devices from the building.
Write
Access and manage the Linked Devices module, including creating or removing device associations.
Write
Create, update, or delete virtual devices (aggregated or logical devices built from multiple data points).
Write
Configure device and point mappings to standardized ontology templates.
Write
Configure AI-assisted device and point templating.
Write
Edit device metadata and custom attributes.
Write
Create manually entered meter definitions.
Write
Update manually entered meter definitions.
Write
Delete manually entered meter definitions.
Write
Enter or update manual meter readings.
Write
Delete manually entered meter readings.
Write
Create new graphic templates for devices.
Write
Modify device graphics in the graphics interface.
Write
Delete existing graphic templates.
Write
Delete individual graphics assigned to devices.
Show Points
Show Points
Read
Access the Points module and view all points (sensors, commands, statuses) associated with devices.
Read
View the measurement units associated with points.
Write
Modify point configurations, such as renaming, reconfiguring units, or modifying descriptions.
Write
Remove points from a device or system.
Write
Send commands or perform manual overrides on writable points (for example, temperature set points or mode changes).
Write
Create, edit, or delete custom point units used across devices.
Show Space Assignments
Show Space Assignments
Show Areas (Spaces)
Show Areas (Spaces)
Show Systems
Show Systems
Show Tags
Show Tags
Show Miscellaneous
Show Miscellaneous
Show Dashboards
Show Dashboards
Modules
Controls access to core KODE OS platform features such as FDD, FTT, graphics, schedules, trends, admin, and connectivity.Show Tenants
Show Tenants
Show Admin
Show Admin
Read
Access the Admin panel from the portfolio view.
Show FDDV2
Show FDDV2
Read
Track events and receive associated notifications for proactive operational awareness.
Read
View the list of custom routines used for equipment monitoring.
Read
View FDD system configurations, including which routines run for monitoring equipment.
Read
Export FDD configurations.
Read
View notification policies that define who receives notifications, message content, and delivery method.
Read
View the FDD event routine view.
Read
View fault records.
Read
View comments on faults.
Read
View activity logs for faults.
Read
View fault triage rules.
Read
View the list of work orders linked to FDD events.
Read
Initiate phone calls to notify users about important events.
Read
Send SMS alerts to designated recipients when specific events occur.
Write
Mark an event as acknowledged to indicate a user has seen it and the appropriate process will follow.
Write
Configure FDD settings to define which equipment FDD monitors and establish notification thresholds.
Write
Create and modify building-level notification policies, including delivery method (email, push, SMS, or phone call).
Write
Create and modify notification policies at the portfolio level for reuse across multiple buildings.
Write
Create custom routines using the logic block programming tool for automated building operations.
Write
Delete notification policies at the building level.
Write
Delete notification policies applied at the portfolio level.
Write
Remove custom-created FDD routines. Library routines aren’t affected.
Write
Import and export routines between portfolios for managing custom libraries.
Write
Manually trigger FDD jobs.
Write
Send or resend push notifications to third-party systems for integrating FDD events with work order platforms.
Write
Create or update fault triage rules.
Write
Update metadata on fault records.
Write
Set the portfolio-level SLA response time for acknowledging events and comment requirements.
Write
Set default filters for other users on the building-level FDD dashboard.
Write
Set default filters on the portfolio-level FDD dashboard for all users.
Write
Set portfolio-level table view preferences for the FDD dashboard.
Write
Customize the names and colors used to represent priorities within the portfolio.
Show FTT
Show FTT
Read
View the custom workflows used to perform functional tests on equipment.
Read
View all FTT projects created for the building or portfolio.
Read
View test results and data from tests performed within the system.
Read
View the list of work orders linked to FTT.
Write
Create custom functional testing workflows using the logic block programming tool.
Write
Remove custom functional testing workflows. Library workflows aren’t affected.
Write
Schedule tests across multiple devices, floors, or an entire building.
Write
Control the manual start or stop of testing after you enable a scheduled project.
Write
Test the functionality of a specific device for targeted troubleshooting.
Write
Mark a result as archived, commonly used during initial setup or when handling inconclusive results.
Write
Set the number of devices tested concurrently within a single task (1 to 5, default is 3).
Write
Import and export workflows to manage custom libraries across portfolios.
Write
Send or resend push notifications to third-party systems for FTT results.
Write
Set default filters for other users on the building-level FTT dashboard.
Write
Set default filters on the portfolio-level FTT dashboard for all users.
Show GraphicsV1
Show GraphicsV1
Read
View legacy (V1) graphics in system and device details.
Show GraphicsV2
Show GraphicsV2
Read
View graphics in system and device details.
Read
View graphics associated with areas.
Read
View graphics associated with devices.
Read
View graphics associated with systems.
Write
Access the Graphics module from the main left menu and modify floor plans, system, and device graphics.
Write
Share dashboard views from the graphics context.
Show SchedulesV2
Show SchedulesV2
Show MassWrite
Show MassWrite
Read
View the past jobs for writing points from the portfolio view.
Read
View the past jobs for modifying schedules from the portfolio view.
Write
Initiate a job for mass modifying schedules on buildings you can access from the portfolio view.
Write
Initiate a job for mass writing points on buildings you can access from the portfolio view.
Show Audit
Show Audit
Show Connectivity
Show Connectivity
Show Deployment Audit
Show Deployment Audit
Show Energy Dashboard
Show Energy Dashboard
Read
Access the Energy Dashboard from the top main bar.
Show Marker Icons
Show Marker Icons
Show Dashboards
Show Dashboards