Customer Portal
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Users

Organizations in cybros labs Customer Portal support multiple users.

Each user is assigned specific roles that define their permissions and the level of access within the organization.

Invite Users

Only tenant owners and admins can manage users. For details, see Role Permission below.

To invite users to your organization, follow these steps:

  1. Log in to the Customer Portal.

  1. Switch to the My Organization tab.

  1. Click the Invite user icon. cp05.png

  1. Fill in the email address and set a user role for the invited user.

  1. Click Send invitation.

cp10.png

An invitation link will be sent to the email address. Users then must register via the link to access your organization in Customer Portal.

The invitation link expires in 24 hours.

User Roles

Users in Customer Portal can have one or more roles assigned. These roles are:

  • tenant owner

  • admin

  • data viewer

Each role grants access to specific sections in Customer Portal and allows specific actions.

Role Permissions

Permission

Tenant owner

Admin

Data viewer

Change billing info

Change organization name

Invite users to organization

Assign user roles

1)

2)

Create and update configuration

Assign and configure devices

View data

1) Tenant owners can view and manage only tenant owner roles.

2) Admins cannot view and manage tenant owner roles.

Assign Roles

You assign a role to users when you invite them to the customer portal. You can add additional roles or remove them later.

Users that create organizations are automatically assigned all three user roles.

To change user roles, follow these steps:

  1. Log in to the Customer Portal.

  1. Switch to the My Organization tab.

  1. Locate the user whose roles you want to update.

  1. To add a new role, click on the green plus sign cp01.png next to the role name.

  1. To remove a role, click on the red minus sign cp02.png next to the role name.

Users cannot change their own roles marked with cp03.png .