Manage User Access

Please note that this section is intended for Administrative users. No other type of user is allowed to manage a Company's Subscriptions.

Adding Users to a Subscription

Follow the steps below to give access to a product for a user in a company other than XMPro.

  1. Open the Subscriptions page from the left-hand menu.

  2. Click on the product the user needs access to.

  3. Click the Users button in the command bar.

  4. Click on Add.

  5. Select the user from the drop-down.

  6. Select a role for the user.

  7. Select the rights the selected user needs on the product.

  8. Click Save.

  9. The user will receive an email that access has been granted for the selected product.

Approve User Access Request

If there is no Auto Approval or Default Subscription setup, the Admin needs to approve a user's Access Request.

If someone in your company lodged an access request for a product, an email will be sent to all Company Administrators within your company. The first available person with an administrative role within the Subscription Manager can approve the request. To approve an access request for a user, please follow the steps below.

  1. Open the Subscriptions page from the left-hand menu.

  2. Select the product for which the access request was lodged. A counter next to the product name will indicate the number of pending access requests you have for that product.

  3. Click on Access Requests.

  4. Click on the name of the user that lodged the request.

  5. Select the role that the user should have on the product from the drop-down, for example, “General User“.

  6. Select the rights the user should have on the product, for example, the rights and roles for Data Stream Designer or rights and roles for the App Designer.

  7. Click Save.

  8. The user who lodged the request will receive an email notifying him/ her that they have been granted access to the product.

Editing Rights and Access for a User

If you need to edit rights for a user or a user’s role on a product, follow the steps below.

  1. Open the Subscriptions page from the left-hand menu.

  2. Select the product that you are looking to change a user's rights or access.

  3. Click Users in the command bar to open the Users page.

  4. Select the user whose rights or role you would like to change on a product.

  5. Make any changes to the role of the selected user, as required.

  6. Make any changes to the rights of the selected user, as required.

  7. Click Save.

Advise the user to sign out and back in again for the changes to take effect.

Removing Access for a User

If you need to remove access for a user on a product, follow the steps below.

  1. Open the Subscriptions page from the left-hand menu.

  2. Select the product that you are looking to revoke a user's access.

  3. Click Users in the command bar to open the Users page.

  4. Select the user whose rights or role you would like to change on a product.

  5. Click Revoke Access.

  6. Confirm that you would like to remove access for the selected user on the selected product by clicking Yes.

Data Stream Designer Rights and Roles

Several rights are maintained in Subscription Manager for Data Stream Designer. Each of these rights represents an aspect of the Data Stream Designer system that a user is allowed to see or access. Persons with administrative rights in Subscription Manager manage all rights.

Data Stream Designer Rights

The table below lists the rights that can be assigned to a user.

RightDescription

CreateAgent

Allows for an Agent to be uploaded.

CreateCategory

Allows for a Category to be created.

CreateCollection

Allows for a Collection to be created.

CreateUseCase

Allows for a Data Stream to be created, in which a user can create a Data Stream.

DeleteAgent

Allows for an Agent to be deleted.

DeleteCategory

Allows for a Category to be deleted.

DeleteCollection

Allows for a Collection to be deleted.

DeleteUseCase

Allows for a Data Stream to be deleted.

DesignUseCase

Allows for changes to be made to a Data Stream. This right allows a user to save changes to a Data Stream, as well as configure or delete Agents in a Data Stream. This right also allows for a user to copy a version of the Stream.

DisconnectCollectionHosts

Allows for the user to disconnect Stream Hosts.

EditAgent

Allows for an Agent to be edited. This includes managing the versions available in Data Stream Designer for the Agent.

EditBusinessCase

Allows for a Business Case to be edited.

EditCategory

Allows for Categories to be edited.

EditCollection

Allows for a Collection to be edited.

EditNotes

Allows for Notes to be edited.

EditUseCase

Allows for a Data Stream to be edited.

LiveView

Allows for Live Data from a published Data Stream to be viewed.

ManageVariables

Allows for the management of Variables.

PublishUseCase

Allows for a user to publish a Data Stream.

RevokeCollectionKey

Allows for a Collection key to be replaced with a new key.

SetHostLogLevel

Allows you to change the Host Log Levels between Info or Trace. See the Collection and Stream Host article for more information.

ShareUseCase

Allows for Data Streams to be shared.

ViewAgent

Allows for a list of Agents to be viewed.

ViewCategory

Allows for a Category to be viewed.

ViewCollection

Allows for a Collection to be viewed.

ViewHostLogs

Allows for the ability to view logs created for Stream Hosts that are running.

ViewHosts

Allows for a list of the available Stream Hosts to be viewed.

ViewUseCase

Allows for a Data Stream to be viewed.

Data Stream Designer Default Roles

A user is assigned a role and each role has appropriate rights for that function enabled.

The table below illustrates which rights are included with each of the default roles. These default roles can be amended by the global administrator - who can also add new roles.

RightAdministratorUser

CreateAgent

CreateCategory

CreateCollection

CreateUseCase

DeleteAgent

DeleteCategory

DeleteCollection

DeleteUseCase

DesignUseCase

DisconnectCollectionHosts

EditAgent

EditBusinessCase

EditCategory

EditCollection

EditNotes

EditUseCase

LiveView

ManageVariables

PublishUseCase

RevokeCollectionKey

SetHostLogLevel

ShareUseCase

ViewAgent

ViewCategory

ViewCollection

ViewHostLogs

ViewHosts

ViewUseCase

‌App Designer Rights and Roles

‌Several App Designer rights are maintained in Subscription Manager. Each of these rights represents an aspect of the App Designer system that a user is allowed to see or access. Persons with administrative rights in Subscription Manager manage all rights.

App Designer Rights

The table below lists the rights that can be assigned to a user.

RightDescription

CreateApp

Allows for an Application to be created.

CreateCategory

Allows for a Category to be created.

CreateConnector

Allows for a Connector to be created.

DeleteApp

Allows for an Application to be deleted.

DeleteAppFile

Allows for an App File to be deleted.

DeleteCategory

Allows for a Category to be deleted

DeleteConnector

Allows for a Connector to be deleted.

DesignForm

Allows for changes to be made to a Form. This right allows a user to add, edit, and delete Forms. If a user has the DesignRecommendation right they are able to select Forms for Rules, but not add, edit, or delete a Form.

DesignRecommendation

Allows for changes to be made to a Recommendation. This right allows a user to save changes to a Recommendation.

EditApp

Allows for an Application to be edited.

EditCategory

Allows for a Category to be edited.

EditConnector

Allows for a Connector to be edited.

ManageAccess

Allows for Design and Run Access to Apps to be managed.

ManageAppConnections

Allows for Connections to be added, edited, and deleted.

ManageConnector Categories

Allows for categories of Connectors to be added, edited, and deleted.

ManageRecommendation Access

Allows for Design and Run Access to Recommendations to be managed.

ManageRecommendation Categories

Allows for categories of Recommendations to be added, edited, and deleted.

ManageTemplate

Allows for Templates to be added, edited, and deleted.

ManageVariables

Allows for Variables to be added, edited, and deleted

UploadAppFile

Allows for an App File to be uploaded.

ViewApp

Allows for the user to view Applications in runtime mode.

ViewAppBar

Allows for the left menu bar to be viewed.

ViewCategory

Allows for Categories to be viewed.

ViewConnector

Allows for Connectors to be viewed.

ViewRecommendationAlert

Allows for Recommendation Alerts to be viewed.

ViewTemplate

Allows for Templates to be viewed.

App Designer Default Roles

A user is assigned a role and each role has appropriate rights for that function enabled.

The table below illustrates which rights are included with each of the default roles. These default roles can be amended by the global administrator - who can also add new roles.

RightAdministratorDesign UserUser

CreateApp

CreateCategory

CreateConnector

DeleteApp

DeleteAppFile

DeleteCategory

DeleteConnector

DesignForm

DesignRecommendation

EditApp

EditCategory

EditConnector

ManageAccess

ManageAppConnections

ManageConnector Categories

ManageRecommendation Access

ManageRecommendation Categories

ManageTemplate

ManageVariables

UploadAppFile

ViewApp

ViewAppBar

ViewCategory

ViewConnector

ViewRecommendationAlert

ViewTemplate

‌AI Rights and Roles

One right is maintained in Subscription Manager for XMPro AI. It represents an aspect of the AI system that a user is allowed to see or access. Persons with administrative rights in Subscription Manager manage it.

AI Rights

The table below lists the right that can be assigned to a user.

RightDescription

Access Jupyter

Allows for XMPro Notebook to be accessed.

AI Default Roles

A user is assigned a role and each role has appropriate rights for that function enabled.

The table below illustrates which rights are included with each of the default roles. These default roles can be amended by the global administrator - who can also add new roles.

RightAdministratorDesign User

Access Jupyter

‌XMPro Notebook Rights and Roles

Access rights for XMPro Notebook are controlled in Jupyter, not Subscription Manager.

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