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Requirements
- You need the user right "CompanyManagement".
- We recommend that you read through the articles below to be well prepared for this guide.
Managing user rights, How to create a new company
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Introduction
User rights are rights granted to a user. This deals with reading, modifying, deleting or gaining access for certain parts of a particular project.
Users who have company rights take these rights automatically to any project created within the company, including subsidiaries! This is because they already have the rights at the company level.
If you do not want this, then give users rights at the project level!
If you have a customer or user who wants to create their own project it is appropriate to create a subsidiary for this user.
A subsidiary is an enterprise that is subject to the main company. The customer or user can enter into this subsidiary company to create a project without being able to make changes at the level of the main company.
You can give a user different types of rights per project, but this must be done manually.
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Types of user rights
Permissions can be assigned all at once by selecting "Add All" , or you can select specific permissions to give to a user.
Project user rights usually correspond to the pages that the user has access to. This means that the symbols in the navigation menu on the left side of the screen depend on your personal rights.
If no symbol is visible next to an explanation block, means that user right will not affect the menu on the left.
| ViewProject View this project and its dashboards. The user cannot modify or delete anything in this project. When you invite a user to a project, this is one of the default user rights. |
| AssetManagement Create and customize assets and asset types. |
| View360Images View 360° images in the project folder. |
| DashboardManagement Create, delete or modify a dashboard. |
| CompanyManagement The invited user will be able to see the Companies page and will be able to do all the actions explained in the section. |
| ProjectManagement Get an overview of all available projects and access to adjust the associated settings. Invite users to the project. |
| AddProjects Add a new project to the current company. |
| UserManagement The right to see the user page and modify the user info within this company. |
| UserManagement Create, delete and modify user rights within this company. |
| ManualInput The right to enter measurements and values on the portal. |
| Reporting Download the CSV reports generated by the measurements, and the associated values linked to this project. Schedule reports. |
| Alerting Create, (de)activate, delete or modify notifications from this project. |
| AlertScripts Create, (de)activate or modify notification scripts. |
| GeofenceManagement Create, (de)activate, delete or modify the geofences of this project. |
| GatewayManagement Register a gateway, (de)activate, remove or delete notifications from this project. |
| DiagramManagement Create, delete or modify diagrams. |
SendGatewayActions Send actions to a port that allows this type of communication. | |
CalibrateMeasurements Add a calibration widget to a dashboard. | |
| FilesManagement Upload files/images and link them to assets or asset types. |
GatewaySettings Adjust the gateway settings in the code field. | |
| NotificationAdmin Manage user permissions regarding notifications in this project. |
| NotificationManagement Manage own notifications but not those of other users. |
| Notifications Receive notifications.
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| Scheduling Assign tasks in the scheduler.
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| Scripting You can view scripts but not modify them. |
| ScriptingEdit Add and edit scripts. |
