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Membership

From this section, you can:

  • Manage members from the MEMBERS sub-section:
    • Add member(s)
    • Edit member(s)
    • Remove member(s)
    • Resend activation link for a member(s)
    • Export members(s)
  • Manage roles from the ROLES sub-section:
    • Add role(s)
    • Duplicate role(s)
    • Edit role(s)
    • Remove role(s)
    • Export role(s)

Members table

By default, the members table displays 10 rows per page, but you can increase this number by clicking on the Rows per page drop-down.

If your organization contains more members than the number of displayed rows per page, click on the arrows to change page.

All the members of your organization will be displayed in the Members list but you can filter by typing the name of the member you are looking for in the search bar.

By default, all the available fields are displayed. If you want to remove some, you can:

  • Click on settings
  • Uncheck the fields you don’t want to view on the members table

Members rights

Members can have different rights. We provide 4 standard roles with different user rights, as shown in the table below:

MDM sections
/ Member roles
Admin Fleet Manager Device Manager Observer
Dashboard View View View View
Devices View
Put in stock
Put in repair
Put in fleet
Put in organization
View
Put in stock
Put in repair
Put in fleet
Put in organization
View
Put in stock
Put in repair
Put in fleet
Put in organization
View
Applications
(App Library and App Whitelist)
View
Add
Download
Modify
Delete
Add
View
Download
View View
Profiles View
Add
Duplicate
Modify
Delete
View
Add
Duplicate
Modify
Delete
View View
Fleet View
Add
Modify
Delete
View View View
Members View
Add
Modify
Delete
N/A N/A View
Roles View
Add
Modify
Delete
N/A N/A N/A
Action Tokens View
Add
Delete
N/A N/A N/A
Maps View View View View
API Access View
Add
Modify
Delete
N/A N/A N/A

It is also possible to define an additional custom role with fully tailored user rights, see the Custom Roles section below.

Members details

  • Email
  • First name, provided by the user
  • Last name, provided by the user
  • Is active: indicates if the user has activated their account
  • Role: indicates the role the member belongs to.

Members export

  • Click on the EXPORT button
  • Select the profile fields that you would like to export
  • Click on the EXPORT TO CSV button to download the report

Members actions

Add a member

  • Click on the ADD button
  • Enter the email address
  • Select a role (4 standard roles, and possibly somme additional custom roles, are available)
  • Click on the SAVE button
    • The member is displayed in the Member Table and the user will receive an invitation to login

Modify a member rights

  • Click on the edit button, a modal dialog opens
  • Modify the profile settings according to your needs
  • Click on the SAVE button

Remove a member

  • Select a member
  • Click on the REMOVE button
    • A pop up is displayed to confirm the deletion
  • Click on the DELETE button
    • The member will be removed from the Members table

This action is only available if the member has not previously activated

  • Select a member
  • Click on the RESEND ACTIVATION button
    • A pop up is displayed to confirm the action

Roles table

By default, the Roles table displays 10 rows per page, but you can increase this number by clicking on the Rows per page drop-down.

If your organization contains more roles than the number of displayed rows per page, click on the arrows to change page. All the roles of your organization will be displayed in the Roles list but you can always filter this list. Available filters are:

  • In Use
  • Role Name
  • Customizable

By default, all the available headers are displayed. If you want to remove some, you can:

  • Click on settings
  • Uncheck the fields you don’t want to view on the members table

Role details

  • Role Name
  • Comment
  • Devices: Read, Write
    • Read activates Devices list display
    • Write activates Device edition (Device notes, Put-in-stock, Put-in-fleet, etc.)
  • Fleets: Read, Write, Delete
    • Read activates Fleets list display
    • Write activates Fleet addition and edition
    • Delete activates Fleet deletion
  • Profiles: Read, Write, Delete
    • Read activates Profiles list display
    • Write activates Profile addition and edition
    • Delete activates Profile deletion
  • Applications: Read, Write, Delete
    • Read activates App Library and App Whitelists list display
    • Write activates Application addition and download (in App Library), Whitelist addition and edition
    • Delete activates Application and Whitelist deletion
  • Action Tokens: Read, Write, Delete
    • Read activates Action Tokens list display
    • Write activates Action Token addition and edition
    • Delete activates Action Token deletion
  • History: Read
    • Read activates History display
  • Members: Read
    • Read activates Members display. Member update and deletion are reserved for standard Admin role only.

Add a role

  • Click on the ADD button
  • Enter the Role Name
  • Enter an optional Comment
  • Select the rights you would like to activate for the role
  • Click on the SAVE button

The role is displayed in the Roles table

Modify a role

  • Select a role
  • Click on the edit button, a modal dialog opens
  • Modify the role settings according to your needs
  • Click on the SAVE button

Remove a member

  • Select a member
  • Click on the REMOVE button
    • A pop up is displayed to confirm the deletion
  • Click on the OK button

The member will be removed from the Members table