Creating a Customer User and Managing Access

In this platform, users under a customer account do not have roles assigned directly. Instead, their access is determined by the devices and dashboards assigned

In this platform, users under a customer account do not have roles assigned directly. Instead, their access is determined by the devices and dashboards assigned to the customer they belong to.

Steps to Create a Customer User

  1. Navigate to the Customers section.
  2. Create a new customer or select an existing one.
  3. Go to the Users tab within the selected customer.
  4. Click “Add User” and fill in the user’s name and email address.
  5. Once the user is created, assign access by following the steps below:

Assigning Devices and Dashboards

  • Go to the Devices section.
  • Find the relevant device(s), then click “Assign to Customer” to make them available to all users under that customer.
  • To assign dashboards:
    • Open the desired dashboard.
    • Click “Assign to Customer” to grant access.

Users under a customer account cannot be given custom roles.

Their permissions are based solely on assigned devices and dashboards.

By default, customer users have read-only access, unless specific interactive components (like input widgets) are enabled.

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