Users and Permissions

Overview

The Users and Permissions page lets you manage who has access to your organization and what they can do. You can create new user accounts, assign roles, restrict access to specific sites, and remove users.

Accessing Users and Permissions

1. Click Organization in the top navigation
2. Click Users and Permissions in the sidebar

You see a list of all users in your organization. Click Export as CSV in the toolbar to download the user list as a semicolon-delimited CSV file.

Creating a User

1. Click the + button to open the Create New User dialog
2. Fill in the required fields:

3. If you chose Selected Sites, a site list appears — check the boxes for each site the user should access
4. Click Create

After creation, the initial password is copied to your clipboard so you can share it securely with the new user.

Understanding Site Access

Site access determines which parts of the space hierarchy a user can see:

• All Sites — The user sees all sites, buildings, floors, zones, and devices in the organization
• Selected Sites — The user only sees the specific sites you select, and the buildings, floors, zones, and devices within them

This is useful for large organizations where installers or viewers only need access to their assigned locations.

Editing a User

1. Click a user in the list to open the Edit User dialog
2. You can change:
   • Role — Select a different role
   • Site Access — Switch between All Sites and Selected Sites, or modify the selected sites
3. Click Save

Deleting a User

1. Click a user in the list
2. Click Delete User (red button at the bottom of the edit dialog)
3. Confirm the deletion

The dialog shows the user’s email address for confirmation. The user immediately loses access to the organization.

Role Permissions

For complete role details, see Roles and Access Management.

Next Steps

• Profile Settings — Users can change their own password
• Site Management — Set up the sites users will access
• Keywords Management — Organize devices with keywords