User management
User Setup
Additional users can be created by navigation to Settings > ClientUser. Only the Manager profile has rights to manage Users.
User profiles and permissions
Each user can be assigned to one profile. The assigned profile decides which actions can be performed by a user.
We define following profiles:
- User: A user can consult all pages and execute all actions.
- Manager: All user permissions + access to the organization pages to manage ClientUsers.
- Support: A support profile can consult all pages, but can only perform a selection of actions.
- Analyst: The analyst profile can consult data and can only perform actions on the hardware itself.
- Viewer: The viewer profile can only consult data.
- Api: An api user can perform all actions described on the Swagger API page
Group Setup
When your application is used for the first time, all users belong to the same group and have access to all installations according their user profile.
If you want specific users to access only a subset of the total installation base, additional groups can be created.
- Navigate to Settings > ClientUserGroup , on this page a new group can be created. You can then add existing ClientUsers to the new group by navigating to the ClientUser page.
- Navigate to Monitor > Installation and select the Installation that belongs to the newly created ClientUsergroup. Edit the Installation record and select the new ClientUsergroup from the dropdown menu.
Adding groups and users can only be done by the Manager user within your application. If you would like another user to have this permission, please contact Cast4All Support.
User access to groups
When deciding how to group your installations it is important to note the following conditions:
- Each installation can be assigned to one group.
- Each user can be assigned to one or more groups.
If you have more than one group, each installation must be assigned to a group when it is created. If a user is only assigned to one group, the correct group will be selected automatically.
For example, your installations are monitored by two subcontractors. You should therefore assign each installation to a specific contractor.