How to set-up and use User Groups

User Groups are an easy way to organize your plant by sharing your assets with one or more colleagues and manage permissions. A User Group can be created for e.g managing different production areas and for managing various assets or single tags within the production areas.

You will have many benefits when using User Groups, such as:

• Significant savings in time spent managing access rights
• Increased security due to fewer errors in the management of access rights

For an explanation of the meaning of each of the four permissions that are available, please see this related article.

This related article will further explain why permissions are an essential part of collaborating with other users and user groups.

Setting-up User Groups

1. On the Netilion overview page, click on your name in the top-right corner while logged-in, and select "Administration":
   
   
   
2. In the “Administration” portal, you will see four different options (User Groups, Tenants, Products, Firmware Update Scheduler). Click on “User Groups”:
   
   
   
3. If no User Group is found on the User Group page, click on the “Create user group” button. Otherwise, click on “Create” on the righthand side:
   
   
   
4. Insert a name for the User Group and click on “Save”. You may add a description for more detail, but this is not mandatory:
   
   
   
5. Once saved, you will see the User Group details and a “Members” function. Add members by inserting their email address and click “Assign” for each individual email address added. Once you assigned, the User Group automatically saves:
   
   
   
6. The new created User Group will appear in the User Groups list. This list will show all User Groups you have created or have been added to:
   
   
   
7. To create more User groups, repeat step 3 to 5.

Using User Groups

1. In the navigation bar, click on the Apps Navigation button in the right-hand corner next to your name:
   
   
   
2. From the toggle menu, select “Analytics”:
   
   
   
3. You will be directed to the Analytics page. In the Analytics menu located at the top of the page, click on “All Objects”:
   
   
   
4. You will see a list of nodes. To manage permissions of a node, click on the three dots on the righthand side of the chosen folder. Then, select “Edit” from the dropdown bar:
   
   
   
5. On the Edit Node page, scroll down to Permissions. Underneath “User Groups” click on the downfacing arrow on the right of the input bar. From the dropdown bar, select a premade User Group and click on “Add User Group”:
   
   
   
6. Once a User Group has been added, four permissions are displayed (Read, Update, Delete, Permit). Click on the boxes you would like the User Group to have permission to. You can have more than one User Groups within a node:
   
   
   
7. If you would like to manage permissions of more nodes, repeat steps 4-6.
   
   
8. To add User Groups to single tags or assets, go back to “All Objects” and open a node. From the listed assets, click on the three dots on the righthand side of the chosen asset. Then, select “Edit” from the dropdown bar:
   
   
   
9. Scroll down to Permissions and repeat step 5-6 to add and manage permissions of a User Group within assets and single tags.