User management

Inviting a user

Every new user that signs up without an invitation gets their own organization (tenant). You can invite users to join your organization so you can share the trial and deployment with them.

Users within your organization can be managed on the Admin > Users page or, if SAML integration is configured, then within your Identity Provider.

To invite a user, follow these steps:

  1. Sign in to Exoprise.

  2. Navigate to Admin > Users.

  3. In the Send an Invitation box, enter the username of the person you would like to invite.

  4. Choose a role for the user. Refer to Role-Based Access Control.

  5. Optionally, if SAML integration is configured, you can choose to have them sign up using single sign-on.

  6. You can also add a user to a specific team if you've created one. Refer to Team management.

The person you invited must sign up via the link in the email invitation to access your organization. If they sign up and create their account and don't use the link, then they won't have access to your organization.

Removing a user

For users managed within the Exoprise system, you can remove them from your account by clicking the trash or delete icon for each user on the Users page.

Role-Based Access Control

Exoprise supports role-based administration and control within your organization. When you invite a user to join your Exoprise deployment, you can assign them a role. You can also create SAML configurations that specifically place a user within a role.

A role determines the level of access a user has to a set of resources. It can specify different access levels for different resource types, for example, view-only rights to sensors but create and delete rights for alarms.

The set of resources that the role applies to is either everything in the organization (organization role) or a configurable subset of resources that make up a team (team role). You can think of an organization as a predefined team that includes all resources and all users.

Roles have specifically defined permissions within the Exoprise platform. Here are the current roles:

  • Member: Does not grant access to anything, but members can subsequently be given permissions to specific resources via teams. Any users that are just members of the organization and aren't placed in a team won't be able to see any data or make any changes within the Exoprise platform.

  • Viewer: Can only view sensors and alarms but can't make adjustments. Viewers can build their own dashboards and tabs but cannot control anything.

  • Operator: Has Viewer rights plus the ability to create and edit alarms and alarm recipient groups. Operators can adjust, disable, and remove alarms.

  • Deployer: Deployers have the same rights as Operators, with additional permissions to deploy sensors, and to add or edit sites and sensors.

  • Admin: Can perform any action within the Exoprise platform, including inviting additional users and teams, except for billing and payments. Administrators cannot grant a user more permissions than they themselves have.

  • Billing Manager: Can only manage billing and payments.

  • Owner: The Owner role is special within the organization (tenant), and anyone that signs up without an invitation becomes an owner of their organization. An Owner can perform any action, including adjusting the billing and payment records within the system.

    It is recommended that when prospects convert to paying customers, they maintain at least two Owners within an organization to ensure continued access.

Changing a user role

  1. Navigate to Admin > Users.

  2. Click the pencil icon next to the user whose role you wish to change.

  3. To change the role, select it from the Org Role drop-down menu, then select the green check mark on the far left of the row to save the change.