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Managing members, roles and permissions

From Settings → Users (Admin role required) you manage all users in your Space.

Available roles​

RoleDescription
AdminFull access to templates, alarm rules, dashboards, users, billing and settings. Sees all organizations and groups.
SupportReviews templates, assets and rules to assist customers; can create/edit alarm rules where allowed.
CustomerEnd user: manages their own assets and personal dashboards. In Settings they only see personal notification preferences.

Changing a user's role​

  1. Open Settings → Users and select the user.
  2. Set the new role.
  3. Promoting to Admin or demoting from Admin requires an explicit confirmation:
    • an Admin sees every organization and asset;
    • after demoting an Admin, re-assign them to the desired groups/organizations (possibly with a new invite).

Only Admins can change roles.

Global role and organizations​

The role is Space-wide. Membership in organizations and groups decides which assets a Customer can see (and partly Support). An Admin does not depend on group assignment for visibility.

Before removing a user from an organization, remove them from its groups.

Removing a user​

From the user page (or list) you can remove the user from the Space. They lose access to that Space's templates, assets and dashboards.

Notification preferences​

Each member has preferences for this Space (not global on the account):

  • whether to receive alarm notifications;
  • an alternate notification email;
  • a Telegram chat ID.

Configure them from Settings → Notifications (available to Admin, Support and Customer). Admins can also edit them under Settings → Users → [user].

When an alarm rule uses an audience recipient (Everyone who can see the asset, or the customers / support variants), Spaces uses these preferences for email/chat ID and skips members who disabled notifications. Recipients typed explicitly on the rule are not filtered.

See also​