Manage roles and access control¶
Overview¶
F5 Insight uses role-based access control (RBAC) to manage what users can see and do in the product. Each user is assigned a role, and each role defines a set of permissions that control access to specific features and actions.
You can use the built-in roles (Admin, Operator, Viewer) or create custom roles with granular permissions tailored to your organization’s needs. When you use an external identity provider (LDAP or SAML), you can map directory groups to roles so that users are automatically assigned the correct role when they sign in.
Note
- Custom roles and access control is an early access feature.
- The feature is disabled by default in new installations.
- To enable or disable it, go to Settings > User Administration > Roles. You need administrator access to change this setting.
Before you begin¶
Permissions required¶
Access to role management is controlled by RBAC under the User Management resource. By default, only the built-in Admin role has this permission, but any custom role that includes User Management permissions can also manage roles.
| Action | Permission required |
|---|---|
| View roles | User Management — Read |
| Create a role | User Management — Create |
| Edit a role | User Management — Update |
| Delete a role | User Management — Delete |
Note
Creating, cloning, and editing custom roles requires a full (non-Light) license tier. Viewing roles and assigning built-in roles are available on all license tiers.
Understand the permission model¶
Every role (built-in or custom) is made up of permissions. A permission pairs a resource (a feature area of the product) with an action (what you’re allowed to do with it).
Actions¶
| Action | Meaning |
|---|---|
| Read | View or retrieve information |
| Create | Create a resource or trigger an operation |
| Replace | Replace an entire existing resource |
| Partial update | Update part of an existing resource |
| Delete | Remove a resource |
Resources¶
Resources map to functional areas of F5 Insight:
| Resource | Covers |
|---|---|
| User Management | Roles, local users, identity providers |
| Device Management | BIG-IP and F5OS device inventory and onboarding |
| Telemetry | Telemetry data, App Insight, iRule telemetry |
| Dashboards | Built-in and custom dashboards |
| AI Integrations | AI Data Fabric (AIDF) and assistant integrations |
| Provisioning | Cloud and instance provisioning workflows |
| Autoscale | Auto Scale groups and configuration |
| Autoscale Alerts | Auto Scale alerting configuration |
| System Management | Platform and system-level settings and OpenTelemetry (OTel) collector management |
| Disaster Recovery | Disaster recovery and high availability (HA) configuration and failover |
| License Management | License activation and assignment |
| Fleet License Management | Fleet-wide managed-device licensing |
| Fleet Backup and Restore | Managed-device backup and restore operations |
| Fleet Backup Download | Downloading managed-device backup artifacts |
| Audit Console | Access to the audit log viewer |
| Export Management | Data export destinations and jobs |
| OTel | OpenTelemetry collector configuration |
A role can be granted any combination of resource and action pairs. For example, a “NOC Read-Write” role might get Read on everything plus Create and Partial update on Telemetry and Dashboards only.
Note
Every custom role automatically includes Read access to Device Management and System Management, regardless of what you select. This baseline ensures the UI renders correctly for anyone holding the role.
Built-in roles¶
F5 Insight includes three built-in roles. Built-in roles can’t be edited, renamed, or deleted, but you can clone them as a starting point for a custom role.
| Role | Description |
|---|---|
| Admin | Full access to every resource and action. Admins can manage users, roles, licensing, and all product features. This is the only built-in role with User Management permissions. |
| Operator | Read and write access to operational features such as device configuration, telemetry, and troubleshooting. Operators can’t manage users, roles, or licensing. |
| Viewer | Read-only access to all product features. Viewers can see information throughout F5 Insight but can’t create, modify, or delete anything. |
The following table summarizes the access level for each built-in role across key resource areas:
| Resource area | Admin | Operator | Viewer |
|---|---|---|---|
| User Management (roles, users, identity providers) | Full access | No access | No access |
| Device Management (inventory, onboarding) | Full access | Read and write | Read only |
| Telemetry and Dashboards | Full access | Read and write | Read only |
| License Management | Full access | No access | Read only |
| Fleet operations (backup, restore, software upgrades) | Full access | Read and write | Read only |
| System Management and OTel | Full access | Read only | Read only |
| AI Integrations (AIDF, assistant) | Full access | Read and write | Read only |
| Audit Console | Full access | Read only | Read only |
Note
The permission matrix above is a summary. For the exact permissions each built-in role grants, select the role name in Settings > User Administration > Roles to view its full permission set.
Manage roles¶
Navigate to Settings > User Administration > Roles. The table shows every role, whether it’s Built-in or Custom, how many users currently hold it, and when it was created.
View a role’s permissions¶
Select a role’s name (or choose View from its row menu) to open a read-only drawer listing every permission the role grants, grouped by resource.
Create a custom role¶
- Select Add Custom Role.
- Enter a Role Name (required, must be unique) and an optional Description.
- In the permission matrix, select the resource and action combinations the role should grant. Hover over the column headers for a description of each action.
- Select Save Role.
The new role is immediately available for assignment to users and directory group mappings.
Tip
Follow the principle of least privilege: start from Viewer permissions and add only what the role needs, rather than cloning Admin and removing permissions.
Clone a role¶
Choose Clone from any role’s row menu (built-in or custom). This opens the same creation drawer, pre-filled with the source role’s permissions and a generated name (clone_<role name>, incrementing if that name is taken). Edit the name, description, and permissions as needed, then save it as a new, independent custom role. Changes to the clone don’t affect the original.
Edit a custom role¶
Choose Edit from a custom role’s row menu. Built-in roles can’t be edited. Update the permission matrix and select Save Changes.
Note
The role name and description can’t be changed after creation — only permissions can be updated. Users currently holding the role keep their existing access until their next login. Permission changes take effect on the next sign-in.
Delete a custom role¶
Choose Delete from a custom role’s row menu, then confirm. Built-in roles can’t be deleted.
Important
If any user or group mapping is still assigned to the role, deletion is blocked. Reassign them first, then delete the role.
Map directory groups to a role¶
If you sign in through an external identity provider (LDAP or SAML), you can automatically assign a role to anyone who belongs to a specific directory group — no manual per-user role assignment required.
- From a role’s row menu, choose Role Mapping.
- Select the Provider (the configured LDAP or SAML identity provider).
- Enter the exact group name (LDAP) or group/role attribute value (SAML) as it appears in your directory or SAML assertion. Matching is case-sensitive.
- Add additional attributes if more than one group should map to this role.
- Select Save.
Users authenticating through that provider who belong to the mapped group are automatically assigned the role on login.
To remove a mapping, select Delete Mapping from the role’s mapping view.
Quick reference: supported role operations¶
| Operation | Built-in roles | Custom roles |
|---|---|---|
| View and list | Yes | Yes |
| View full permission set | Yes | Yes |
| Create | — | Yes |
| Clone (as a starting point for a new role) | Yes | Yes |
| Edit permissions | No | Yes |
| Delete | No | Yes (only if unassigned) |
| Map a directory group to the role | Yes | Yes |
Best practices¶
- Principle of least privilege: Grant only the resources and actions a role actually needs. Start from Viewer and add permissions incrementally rather than cloning Admin.
- Prefer directory group mapping over manual per-user role assignment when you use LDAP or SAML. This keeps access in sync with your central identity system automatically.
- Review the Roles table periodically and remove unused custom roles that are no longer needed.
- Document the purpose of each custom role so it’s clear months later why the role exists and who it’s intended for.
- Use Operator for day-to-day operations when users need to configure devices and view telemetry but shouldn’t manage users or licensing.
- Use Viewer for stakeholders and auditors who need visibility into the fleet and dashboards without the ability to make changes.
Troubleshooting¶
| Issue | Resolution |
|---|---|
| “Add Custom Role” button is missing or disabled | Custom role creation requires User Management — Create permission and a full (non-Light) license tier. Confirm both with your administrator. |
| Can’t delete a custom role | A role can’t be deleted while any user or group mapping is still assigned to it. Reassign them first, then delete the role. |
| User still has old access after a role change | Role and permission changes take effect on the user’s next login or session refresh, not instantly on their current session. |
| Operator can’t access License Management | The built-in Operator role doesn’t include License Management permissions. Create a custom role with the required licensing permissions, or assign the Admin role. |
| Viewer can’t create or modify anything | This is expected. The Viewer role is read-only by design. To grant write access to specific features, create a custom role with the required permissions. |