To help users manage their client groups in a more streamlined fashion, the Settings pages have been updated to include User Management for client group administrators.
Figure 1: List of client groups for the example user.
As seen in Figure 1, the Settings section for My Groups will list all of the client groups that the user may access. There are four levels of user access to a client group, which are as follows:
- Group Owners can manage group memberships, user permissions, set up devices, and create routes, O/D Groups, and alerts; their permissions cannot be modified by user admins or other owners
- User Admins can manage group membership, including adding or removing users and setting user permissions
- Config Admins can set up devices and create routes, O/D groups, and alerts
- Standard Users have access to run and view analytics in the software
Group Owners and User Admins have the ability to modify users' access to the client group and can raise or lower a user's permissions within the client group.
Managing the Client Group
Figure 2: List of users in an example client group.
Selecting Manage on the My Groups tab of the settings will allow a user with User Admin or Group Owner to see a list of all non-owner users in the selected client group, as seen in Figure 2. From here, individual user permissions may be modified. Selecting Invite Users at the top will allow a user to invite additional users to the client group, as well as allowing the user to set those invited users' permission levels.
Figure 3: Modifying user permissions.
An individual user's permissions are definied by what level of user access that user has to the client group, and is determined on a per-client group basis. For example, a user may be a User Admin in one client group, but be a standard user in another. This would allow the user to manage the other users in the first group, but only allow that user to run and view analytics in their second client group.
Adding New Users
Figure 4: Invite new users and manage user invitations.
The different levels of access that may be configured by a client group's Group Owner and User Admin level users are shown in Figure 3. Group Owners can only be set by Acyclica Support, please contact Support at email@example.com.
Figure 4 shows the Invite Users view, from which Group Owners and User Admins can manage new user invitations to their client groups.
Users are invited to a client group by entering their email address into the email field, selecting their permissions levels (any combination of User Admin, Config Admin, or neither), and selecting Send Invitation. Once the invitation is sent, the invited user will receive an email from firstname.lastname@example.org prompting them to create an account or to use an existing account, and automatically adds the account in question to the client group they are invited to join.