User Management

In this section, you will learn about users, user roles, user groups, and how to control user access to specific records within RealTime.

User Roles

User Roles define ‘what a user can DO’ within RealTime. This differs from ‘What Records’ a user can access. Access rights are controlled by User Groups, which are explained in more detail below. As for Roles, RealTime supports three (3) standard User Roles:

●     Admin

●     Supervisor

●     Standard

All users with Admin role will, by default, have access to all records and access control settings do not apply to those users.

Each ThingTech org is by default set so all users with a non-Admin role will not be able to view any records. This means Supervisors and Standard Users will not have any rights on objects by default, unless an Admin grants them access to that object through one of the User Groups they belong to OR by granting permission to Standard or Supervisor Roles. In the case of the latter, all users within the Standard or Supervisor Roles will view the record in question regardless of any User Group assignment.

User Provisioning

To provision a new user in RealTime, please ensure your account has ‘Admin’ privileges.

To create a new user:

1.      Navigate to Admin > Click on Users in the list

2.     Select ‘+Create New’

3.0 Users Create_Edit.png

3.      Enter appropriate information. Required information is indicated by a red outline and a red asterisk.

Required Fields for User’s are: First Name, Last Name, Email, Role

3.0 Create Users 2.png

4. Select the green ‘Save’ button.

3.0 Create Users 3.png

Edit User

To edit a user:

1.      Navigate to Admin > Click on Users in the list

2.     Click on the hyperlinked name of the user needed to be edited

3.0 Edit User.png

3. Select ‘Edit and edit any information needed. After editing, select ‘Save.

3.0 Edit User 2.png
3.0 Edit User 3.png

User Grouping

User Groups help to define ‘what records’ a user has rights to access. Each Thing, Geofence, Rule, and even Filters can be managed to grant or remove access to specific user groups. By being part of the User Group, a User will have access to records that have granted access to that User Group.

User Groups in ThingTech are not arranged in a ‘hierarchy’, meaning all User Groups are independent of one another. As a result, any User who should be granted access to a record through membership in a User Group must be explicitly assigned to that Group.

To manage User Groups and assign Users to Groups:

1.      Navigate to the Admin tab > Select ‘User Groups’

2.      User Groups will be listed on the left-hand side

a.      Select a User Group on the left – Selected Group will be highlighted in gray

3.      The grid in the middle of the screen will update with a list of users. Users already assigned to the group will appear at the top of the grid and will be selected via the ‘checkbox’ on the left side of the grid.

a.      Select check boxes to the left of Users name to choose users who will be added to currently highlighted Group

b.     Select ‘Add To Group’ button to added selected users to the currently highlighted Group.

3.0 User Grouping 1.png
3.0 User Grouping.png

Note:

Each ThingTech org is by default set so all users with a non-Admin role will not be able to view any records. This means Supervisors and Standard Users will not have any rights on objects by default, unless an Admin grants them access to that object through one of the User Groups they belong to OR by granting permission to Standard or Supervisor Roles. In the case of the latter, all users within the Standard or Supervisor Roles will view the record in question regardless of any User Group assignment.

ThingTech can configure any org to default to that all users can view ALL records. if this is desired for your specific implementation, please contact ThingTech Support (www.thingtechsupport.com) to make this request.