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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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| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | String: date <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | String: date <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" |This is the date that a User was active on his account.<br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" |This is the date that a User was active on his account.<br />
|-
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | '''STATUS''' <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" | String: user status <br />
| style="border: 1px solid white; border-bottom: 2px solid #E8E8E8; text-align: left; vertical-align: center; background: white;" |This is the user activation status and validity term.<br />
|}
|}


=='''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 have been added Static user roles with specific permissions.  
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.
[[File:User permisions list2.png|none|thumb|650x650px]]


Static roles cannot be edited or deleted.
== '''User deletion''' ==


A role is a set of permissions.
The Delete pop up button is used for deleting existing users under your companies.


List of Static Roles:
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]]


* Administrator – Have full control over all features/permissions.
'''NOTE:''' Deleted users cannot be restored. <br />
* 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]]
== '''Roles and Permissions section''' ==


The Administrator role is granted in the following cases:
==='''Role functionality description'''===


* When logistics invites users, by default it will have "Administrator" role.
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 support invites users, by default it will have the first option "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.
* A role can be selected from the list when inviting a new user.


One user can have multiple roles.
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.


Permissions are specific actions within the software. e.g., "Create task," "Invite user", "Import files“.
[[File:Permisions2.png|none|thumb|750x750px]]


The list of available Role permissions can be viewed by hovering the mouse over the "Permissions Count" in the "Roles and Permissions" section.
==='''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.  


[[File:Permisions2.png|none|thumb|750x750px]]
List of Static roles:


The list of granted user Roles and permissions can be viewed under the "Users" in the "Permissions info" section.
* '''Administrator''' – Have full control over all features/permissions.
[[File:User permisions list2.png|none|thumb|650x650px]]
* '''User''' – Have access to the most common features.
* '''Guest''' – Have read-only access and cannot perform any actions.


==='''Custom roles'''===
[[File:Role names2.png|none|thumb|750x750px]]
Custom roles are manually created roles that can include any combination of the 38 available permissions.


Custom user roles can be created, edited, or deleted only by users with Administrator or Custom roles with  appropriate role permissions.
Automatically invited users have "Administrator" role assigned.


Only Premium company users can create/edit/delete a new customer role.
==='''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.
A maximum of 5 roles can be assigned per user.


To create a custom role, click on “Create role“ button:
To create a custom role, click on “Create role“ button:
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When creating a role, the following information must be provided:
When creating a role, the following information must be provided:


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


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


1. Devices
* '''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".


2. Tasks
=='''Invitations'''==
 
3. Task Groups
 
4. Files
 
5. Companies
 
6. Users
 
7. Roles
 
8. Tokens
 
==='''Roles logic'''===
 
* Roles belong to a specific company and are not inherited by child/parent companies.
 
* When an internal user moves a user with a custom role, they must set a role available for the company they are moving the user to.
 
* When moving a user with a custom role, they must set a role available for the company they are moving the user to.
 
* When merging the companies, if the set roles are not merged, then required to select the target role.
 
* When the role can be deleted:
 
# If there are no users/invitations assigned, allow deletion.
# If there are users/invitations assigned, do not allow deletion.
 
=='''Invite'''==


You can invite additional users by entering:
Inviting a new user requires to fill in mandatory fields:


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


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


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


With the invitations tab, you can view and manage invitations that have already been sent out.
[[File:User invite2.png|none|thumb|1105x1105px]]


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.


[[Image:FOTAUSERS4.png]]
Possible Users statuses:


# '''"Active"''' - Users who accepted the invitation.
# '''"Invitation pending"''' - Users with a pending invitation.
# "'''Invitation expired'''" - Users with an expired invitation.


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 30 days. If it is not used, you will need to send a new one.


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


=='''Delete'''==
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.
The '''Delete''' pop up button is used for deleting existing users under your companies.<br />
[[File:Delete role3.png|none|thumb|750x750px]]
<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>

Latest revision as of 14:56, 24 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.
STATUS
String: user status
This is the user activation status and validity term.

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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