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=='''Users section'''==
=='''Users section'''==


The users tab is used to invite new users and manage existing users on your parent and child companies.
The users tab is used to invite new users, manage existing users on your parent and child companies, and manage user roles and permissions.
[[File:User4.png|thumb|1105x1105px|Users page|left]]




[[Image:FOTAUSERS1.png|1100px|center]]




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| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | '''ACCESS LEVEL''' <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | '''ACCESS LEVEL''' <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | String: User access level <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | String: User access level <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | Different types of user access levels and permissions in FOTA Web
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | Different types of user access levels in FOTA WEB. Always set to "User"
|-
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" |
'''ROLE'''
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" |
String: Role
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" |
The role(s) that is assigned to the user.
|-
|-
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | '''COMPANY''' <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | '''COMPANY''' <br />
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|}
|}


=='''Users Roles and Permissions'''==
==='''User details'''===
Clicking on the selected user opens more information about the user. "User details" tab displays the information:  Email, last sign in, user ID, assigned role, creation date, and last updated date.[[File:User details2.png|none|thumb|650x650px]]


==='''Static roles'''===
==='''Permissions info'''===
To improve security and ensure more efficient work distribution in FOTA WEB, 3 Static roles with specific permissions have been added.
Clicking on the selected user opens more information about roles and permissions. The list of granted user roles and their permissions can be viewed under the "Permissions info" tab.
Predefined roles cannot be edited or deleted.
[[File:User permisions list2.png|none|thumb|650x650px]]
List of Static roles:


• Administrator – Have full control over all features/permissions.
== '''User deletion''' ==


• User – Have access to the most common features.
The Delete pop up button is used for deleting existing users under your companies.


• Guest – Have read-only access and cannot perform any actions.
These are the steps to delete existing users:
<br />
1. Check users that you would like to delete
[[File:Detele user3.png|none|thumb|750x750px]]
2. Click on Delete.<br />
3. Make sure you have selected the correct users.<br />
4. Click on Delete.
[[File:Delete user2.png|none|thumb|350x350px]]


[[File:Role names2.png|left|thumb]]
'''NOTE:''' Deleted users cannot be restored. <br />


== '''Roles and Permissions section''' ==


==='''Role functionality description'''===


The Administrator role is granted by default in the following cases:
A role defines a set of permissions for a user, and one user can have up to 5 roles. Permission is specific actions within the FOTA WEB. e.g., "Create task," "Invite user", "Upload files“. Roles belong to a specific company and are not inherited by child/parent companies. When moving a user to a different company, at least one role must be set. When merging companies, custom roles will be moved to the target company. You may want to review assigned roles before merging. The role can be deleted if no users or invitations are assigned.
 
• When logistics invites users, by default it will have "Administrator" role.
 
• When support invites users, by default it will have  "Administrator" role.
 
• The administrator role can be granted by the client with the Administrator role.
 
• When no role is specified, "Administrator" role is set by default
When a user invites new users, they must select the role from the list.
 
One user can have multiple roles.
 
Roles and permissions can only be assigned to users with a User access level.
 
Permissions are specific actions within the software e.g., "Create task," "Invite user", "Import files“.
 
"The list of available assigned user permissions can be viewed by hovering the mouse over the "Permissions Count" in the "Roles and Permissions" section.
 
[[File:Permisions2.png|left|thumb]]
 
 
 
 
 
Or these permissions can be viewed under the "Users" in the "Permissions info" section.
[[File:User permisions list2.png|left|thumb]]


The list of available Role permissions can be viewed by hovering the mouse over the "Permissions count" in the "Roles and Permissions" section in the "Users" page.


[[File:Permisions2.png|none|thumb|750x750px]]


==='''Static roles'''===
To improve security and ensure more efficient work distribution in FOTA WEB, static user roles with specific permissions were added. Static roles cannot be edited or deleted.


List of Static roles:


* '''Administrator''' – Have full control over all features/permissions.
* '''User''' – Have access to the most common features.
* '''Guest''' – Have read-only access and cannot perform any actions.


[[File:Role names2.png|none|thumb|750x750px]]


Automatically invited users have "Administrator" role assigned.


==='''Custom roles'''===
==='''Custom roles'''===
A custom role is a manually created role that can include '''any combination''' of the available permissions. This feature is available for '''Premium company level''' in FOTA WEB.  Custom user roles can be created, edited, or deleted only by users with Administrator or Custom roles with appropriate permissions.


Custom user roles can be created, edited, or deleted only by users with Administrator or Custom roles with  apropriate role perminion
To create a custom role, click on “Create role“ button:
Only Premium company users can create/edit/delete a new customer role.
[[File:Create Role.png|none|thumb|300x300px]]
A maximum of 5 roles can be assigned per user
To create a custom role click on “ Create role“ button:
[[File:Create Role.png|left|thumb]]
 
 
When creating the role, the information provided below must be entered:
 
• Role name
 
• Company
 
• Set of permissions
 
• Description (optional)


• Permission preset (optional) Predefined role templates can be used as a starting point for creating custom roles
When creating a role, the following information must be provided:


• Custom permissions
* '''Role name''' - your custom role name.
[[File:Permisions list2.png|left|thumb]]           
* '''Company''' - a company for which a custom role will be created.
* '''Description''' (optional) - description of a custom role.
* '''Permission preset''' (optional) - predefined role templates can be used as a starting point for creating custom roles
* '''List of permissions'''


[[File:Permisions list2.png|none|thumb|600x600px]]
   
   
Available permissions are categorized into groups to better separate actions that can be controlled by permissions. Currently available categories:


Available permissions categories:
* '''Devices''' - actions related to devices, such as "Device export".
* '''Tasks''' - actions related to single tasks, such as "Task create".
* '''Task groups''' - actions related to task groups, such as "Task group read".
* '''Device groups''' - actions related to device groups, such as "Device group create".
* '''Files''' - actions related to files, such as "File upload".
* '''Companies''' - actions related to companies and their management, such as "Company merge".
* '''Users''' - actions related to users and their management, such as "User invite".
* '''Roles''' - actions related to newly added roles, such as custom "Role create".
* '''Tokens''' - actions related to integrations and API, such as "TCT token".


1. Devices
=='''Invitations'''==


2. Tasks
Inviting a new user requires to fill in mandatory fields:


3. Task Groups
* '''Email''' - invitee's email address.
* '''Company''' - company where user will be invited to.
* '''Role''' '''(s)''' - role or roles to which user will be assigned.


4. Files
[[File:User Invite2.png|none|thumb|500x500px]]


5. Companies
In the Users tab, you can view and manage invitations that have already been sent out.


6. Users
[[File:User invite2.png|none|thumb|1105x1105px]]


7. Roles
There are 2 available actions for the invitations which are <b>RESEND THE INVITATION</b> and <b>CANCEL INVITATION</b>. Both options can be found on the right side of the screen.


8. Tokens
Possible Users statuses:


==='''Roles logic'''===
# '''"Active"''' - Users who accepted the invitation.
• Roles belong to a specific company and are not inherited by child/parent companies.
# '''"Invitation pending"''' - Users with a pending invitation.
# "'''Invitation expired'''" - Users with an expired invitation.


• When internal user moves user with a custom role, they must set a role available for the company they move user to.  
'''NOTE:''' The user invitation is valid for 30 days. If it is not used, you will need to send a new one.


• When moving user with a custom role, they must set a role available for the company they move user to.
=='''Role deletion'''==


• When merging the companies, if set roles are not merged, then required to select target role.
The role can be deleted if no users or invitations are assigned. The '''Delete''' button is used for deleting a custom role:<br />
 
1. Check the role that you would like to delete.
• When role is being deleted:
[[File:Delete role3.png|none|thumb|750x750px]]
 
o If there are no users/invitations assigned, allow deletion.
 
o If there are users/invitations assigned, do not allow deletion.
 
=='''Invite'''==
 
You are able to invite additional users by entering the invitee's email address and selecting the company that they should be registered to.
 
[[File:User Invite2.png|none|thumb|500x500px]]
 
=='''Invitations'''==
 
With the invitations tab, you can view and manage invitations that have already been sent out.
 
 
[[Image:FOTAUSERS4.png]]
 
 
There are 2 available actions for the invitations which are <b>RESEND INVITATION</b> and <b>CANCEL INVITATION</b>. Both options can be found on the right side of the screen.
 
'''NOTE:''' The user invitation is valid for 7 days. If it is not used, you will need to send a new one.
 
=='''Delete'''==
{|
The '''Delete''' pop up button is used for deleting existing users under your companies.<br />
<br />
These are the steps to delete existing users:<br />
<br />
1. Check users that you would like to delete.<br />
2. Click on '''Delete'''.<br />
2. Click on '''Delete'''.<br />
3. Make sure you have selected the correct users.<br />
3. Make sure you have selected the correct role.<br />
4. Click on '''Delete'''.<br />
4. Click on '''Delete'''.
<br />
[[File:Roles delete3.png|none|thumb|350x350px]]
'''NOTE:''' Deleted users cannot be restored. <br />
'''NOTE:''' Only custom roles can be deleted, and they cannot be restored after deletion. <br />
|}


<br>
<br>

Revision as of 11:11, 21 November 2025

Main Page > Software & Applications > FOTA WEB > FOTA WEB Users

This chapter is an overview of USERS menu.

Users section

The users tab is used to invite new users, manage existing users on your parent and child companies, and manage user roles and permissions.

Users page



Below you shall find an explanation of what each column means.


FIELD NAME VALUE DESCRIPTION
EMAIL
String: email
This is the email that has been used for User invitation.

NOTE: you can not have more than one User bound to the same email address.

ID
String: User ID
The unique user ID
ACCESS LEVEL
String: User access level
Different types of user access levels in FOTA WEB. Always set to "User"

ROLE

String: Role

The role(s) that is assigned to the user.

COMPANY
String: Company name
User can belong to the root level company or a child company.

For Company and User hierarchy refer to Companies.

INVITED BY
String: email
This is the user email that created the invitation.
LAST SIGN IN
String: date
This is the date that a User last signed into an account.
CREATED AT
String: date
This is the date that a User accepted invitation thus creating an account.
UPDATED AT
String: date
This is the date that a User was active on his account.

User details

Clicking on the selected user opens more information about the user. "User details" tab displays the information: Email, last sign in, user ID, assigned role, creation date, and last updated date.

Permissions info

Clicking on the selected user opens more information about roles and permissions. The list of granted user roles and their permissions can be viewed under the "Permissions info" tab.

User deletion

The Delete pop up button is used for deleting existing users under your companies.

These are the steps to delete existing users:
1. Check users that you would like to delete

2. Click on Delete.
3. Make sure you have selected the correct users.
4. Click on Delete.

NOTE: Deleted users cannot be restored.

Roles and Permissions section

Role functionality description

A role defines a set of permissions for a user, and one user can have up to 5 roles. Permission is specific actions within the FOTA WEB. e.g., "Create task," "Invite user", "Upload files“. Roles belong to a specific company and are not inherited by child/parent companies. When moving a user to a different company, at least one role must be set. When merging companies, custom roles will be moved to the target company. You may want to review assigned roles before merging. The role can be deleted if no users or invitations are assigned.

The list of available Role permissions can be viewed by hovering the mouse over the "Permissions count" in the "Roles and Permissions" section in the "Users" page.

Static roles

To improve security and ensure more efficient work distribution in FOTA WEB, static user roles with specific permissions were added. Static roles cannot be edited or deleted.

List of Static roles:

  • Administrator – Have full control over all features/permissions.
  • User – Have access to the most common features.
  • Guest – Have read-only access and cannot perform any actions.

Automatically invited users have "Administrator" role assigned.

Custom roles

A custom role is a manually created role that can include any combination of the available permissions. This feature is available for Premium company level in FOTA WEB. Custom user roles can be created, edited, or deleted only by users with Administrator or Custom roles with appropriate permissions.

To create a custom role, click on “Create role“ button:

When creating a role, the following information must be provided:

  • Role name - your custom role name.
  • Company - a company for which a custom role will be created.
  • Description (optional) - description of a custom role.
  • Permission preset (optional) - predefined role templates can be used as a starting point for creating custom roles
  • List of permissions

Available permissions are categorized into groups to better separate actions that can be controlled by permissions. Currently available categories:

  • Devices - actions related to devices, such as "Device export".
  • Tasks - actions related to single tasks, such as "Task create".
  • Task groups - actions related to task groups, such as "Task group read".
  • Device groups - actions related to device groups, such as "Device group create".
  • Files - actions related to files, such as "File upload".
  • Companies - actions related to companies and their management, such as "Company merge".
  • Users - actions related to users and their management, such as "User invite".
  • Roles - actions related to newly added roles, such as custom "Role create".
  • Tokens - actions related to integrations and API, such as "TCT token".

Invitations

Inviting a new user requires to fill in mandatory fields:

  • Email - invitee's email address.
  • Company - company where user will be invited to.
  • Role (s) - role or roles to which user will be assigned.

In the Users tab, you can view and manage invitations that have already been sent out.

There are 2 available actions for the invitations which are RESEND THE INVITATION and CANCEL INVITATION. Both options can be found on the right side of the screen.

Possible Users statuses:

  1. "Active" - Users who accepted the invitation.
  2. "Invitation pending" - Users with a pending invitation.
  3. "Invitation expired" - Users with an expired invitation.

NOTE: The user invitation is valid for 30 days. If it is not used, you will need to send a new one.

Role deletion

The role can be deleted if no users or invitations are assigned. The Delete button is used for deleting a custom role:
1. Check the role that you would like to delete.

2. Click on Delete.
3. Make sure you have selected the correct role.
4. Click on Delete.

NOTE: Only custom roles can be deleted, and they cannot be restored after deletion.


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