User Management

A quick start guide outlining the features around platform user management

Thomas Swann avatar
Written by Thomas Swann
Updated over a week ago

Now that you have got a grasp of CONXTD's features and functionality, the next step is to understand how to administrate the platform. CONXTD is a self-administered service, where you can add, remove and set user access levels for your colleagues. 

Here's a quick start guide on how it works:  

CONXTD Management 

As you access the User Management page, you are presented with the table above. This gives a breakdown of your CONXTD account, outlining the groups and sub- groups created. 

If you are interested in adding a new user, or seeing what access a current user has to the platform, you can choose to give access to the full estate, or any of the specific groups. 

Current Users

By selecting a group from the User Management table, view the Current Users table at the bottom of the page. 


From here you can see: 

  • The number of users who have access to the selected group,

  • The last time they logged in,

  • Their email address,

  • The User Role (the level of access to the platform, ie. admin or viewer),

  • What features they have access to,


By selecting a toggle in the Options column you can: 

  • Amend the user's User Role,

  • Amend the features they have access to,

  • Delete the user,

User Roles

CONXTD is structured by the level of access or role you have within your account. A brief description can be found below:

Role

Description

Admin

Full access to Enterprise. Full access to User Manager and Enterprise Manager.

Manager

Full access to Enterprise. Ability to invite and manage users below their own level of access.

Member

Viewer Access + view-only access to User Manager. No access to Enterprise Manager.

Viewer

View-only, can view alarm dashboard, reports and notifications. No access to User or Enterprise Manager.

Invite a user

As an Admin or Manager of the platform, you are able to invite your colleagues to a specfic group, or the entire CONXTD account. 

By adding the new user's email address, you will open the user application page, where you can fill in their company info:

  • First name (required),

  • Last name (required),

  • Company,

  • Job Title,

  • Role (required),

  • Features,

Once submitted, this will send an email invitation to the new user asking them to register.  

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