FOTA WEB Users

This chapter is an overview of USERS menu.

Users section

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

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 and permissions in FOTA Web
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.

Users Roles and Permissions

Static roles

To improve security and ensure more efficient work distribution in FOTA WEB, 3 Static roles with specific permissions have been added. Predefined 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.

The Administrator role is granted by default in the following cases:

• 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.

Or these permissions can be viewed under the "Users" in the "Permissions info" section.

Custom roles

Custom user roles can be created, edited, or deleted only by users with Administrator or Custom roles with apropriate role perminion

Only Premium company users can create/edit/delete a new customer role.

A maximum of 5 roles can be assigned per user To create a custom role click on “ Create role“ button:

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

• Custom permissions

Available permissions categories:

1. Devices

2. Tasks

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 internal user moves user with a custom role, they must set a role available for the company they move user to.

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

• When merging the companies, if set roles are not merged, then required to select target role.

• When role is being deleted:

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.

Invitations

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

There are 2 available actions for the invitations which are RESEND INVITATION and CANCEL INVITATION. 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.

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.

Companies - Previous page

Next page - Account Settings