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
- Navigate to the Customers section.
- Create a new customer or select an existing one.
- Go to the Users tab within the selected customer.
- Click “Add User” and fill in the user’s name and email address.
- 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.