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User Management Service FAQs

Everything you every wanted to know about the User Management Service and how to use it.

Home Knowledge Hub Proficloud.io Frequently Asked Questions User Management Service FAQs

As an Admin you can add devices and also see all devices of your organization by default. For non-Admin users you can fine granualary adjust who has access to which device. It might be that your colleague is not an admin or has not got the permission to access the added device.

If an editor or viewer cannot see data in dashboards and receives an error with the message “InfluxDB Error: Access to one or more of the given devices not allowed for current user: [‘…’]” in the Time Series Data Service, this is often because the user has the correct role but not the permissions for the devices. You need to give the user access to the devices.

To do this, simply visit the User Management Service and assign the authorization for the device to your colleague.

Why can’t my colleague see the device I added to Proficloud.io?

In short: No.

All changes will be done the next time you log into Proficloud.io. In your daily work with Proficloud.io you might not even experience any changes.

Here is a list of all changes in comparison to your “personal account”:

  • Your personal Proficloud.io-account will change to an organization with you as an admin.
  • All subscriptions moved from your personal settings to your organization settings.
  • Billing details moved from your personal settings to your organization settings.

The User Management Service was released on 24/03/2022 and is available for use by any user on Proficloud.io.

No. The User Management Service is a free Core Smart Service, which means it is free and for everyone, who is using Proficloud.io

An organization within Proficloud.io is a self-contained unit. This unit contains users (with user roles), devices, smart services, billing and subscription management.

A user can be a member of more than one organization.

Visit the User Management Service and click on [Invite User] in the top bar. Now enter the email address of the user you want to invite, write a short message and select the appropriate role for the new user.

If the invited person belongs to the same domain as you, you can now send an email, if it is a different domain, you will receive a link that you have to send to the new user manually.

In this way, we comply with the applicable data protection regulations.

Your active organization is displayed in a dropdown menu in the navigation on the right. With a click on the button you can select “Create new organization” and start the process of creating a new organization.

The active organization is the area you are currently in. Here you can only access the elements that are registered in this organization. If you have other devices or other elements in another organization, you can only use and edit them when you change the organization.

Your active organization is displayed in a dropdown menu in the navigation on the right. With a click on the button you can change your active organization.

All permissions that an individual user can have are always based on roles. Permissions are therefore always assigned to a role, never to an individual user. All permissions are recorded in a role.

User permissions

Device Management Service

PermissionDescriptionAdminEditorViewer
Access Smart ServiceThe user can access the Device Management Service
View devicesThe user can see and open the existing devices. He can see into all tabs.
Add devices
The user can add new devices to Proficloud.io.
Delete devicesThe user can delete existing devices from Proficloud.io.
Reset device tokenThe user can reset the device token of a device.
Edit data of deviceThe user can change metadata, such as device name, location, tags or the description.
Export logsThe user can export the logs of a device.
Perform firmware updatesThe user can start a firmware update of a device.
Assign metricsThe user can add or remove metrics of a device.

User Management Service

PermissionDescriptionAdminEditorViewer
Access Smart ServiceThe user can access the User Management Service
Invite UserThe user can invite another user to the active organization
Change User roleThe user can change the role of another user and thus grant different rights accordingly
Remove UserThe user can remove a user from the active organization and thus revoke the user's access to the Proficloud.io organization

Service Store & Subscription Management

PermissionDescriptionAdminEditorViewer
Access Smart ServiceThe user can access the Service Store
Book a Smart ServiceThe user can book a Smart Service in the Service Store
Cancel SubscriptionThe user can cancel an ongoing paid subscription
Assign MetricsThe user can assign metrics to a device within a subscription
Assign DevicesThe user can assign a device to a subscription within a subscription

Organization Settings

PermissionDescriptionAdminEditorViewer
Create OrganizationThe user can create a new organization
Rename OrganizationThe user can rename the active organization
Change Billing informationThe user can change the organization's billing information

EMMA Service

PermissionDescriptionAdminEditorViewer
Access Smart ServiceThe user can access the EMMA Service
View dashboardsThe user can view existing dashboards
Create dashboardThe user can create a new dashboard
Create new widgetThe user can create a new widget within a dashboard
Delete dashboardThe user can delete an existing dashboard
Remove widgetThe user can delete a widget within a dashboard
Add/change metadata of a dashboardThe user can change metadata, such as title or description
View reportsThe user can access the Reports section
Create new virtual deviceThe user can create a new virtual device to be able to use it in dashboards
Export energy dataThe user can use the process for exporting the displayed data
Use widgetThe user can make various settings within a widget (e.g. change the date, devices or statistics)
Download reportThe user can download a report in the reports section.
Change settingsThe user can change various settings in the Reports section based on the dashboards used

Time Series Data Service

PermissionDescriptionAdminEditorViewer
Access Smart ServiceThe user can access the Time Series Data Service
Show dashboardsThe user can access the dashboards in different dashboard groups
View device templateThe user can call up the device template in the Time Series Data Service
Create new dashboardThe user can create a new dashboard
Delete dashboardThe user can delete a dashboard
Create notification channelThe user can set up new notification channels
Delete notification channelThe user can delete existing Notification Channels
Edit notification channelThe user can change existing notification channels
Create alert rulesThe user can create a new alert rule within a dashboard
Edit alert rulesThe user can edit existing alert rules
Delete alert rulesThe user can remove existing alert rules.
Mark as favoriteThe user can mark an existing dashboard as a favorite
Change home dashboardThe user can change the Home Dashboard (this applies only to personal access to the Time Series Data Service)
Set individual PermissionsThe user can distribute individual permissions within the Time Series Data Service based on roles, users, dashboard groups, or individual dashboards

Impulse Analytics Service

PermissionDescriptionAdminEditorViewer
Access Smart ServiceThe user can access the Impulse Analytics Service.
Show detail view of deviceThe user can open the devices in the Impulse Analytics Service and analyze the different statuses of the arresters
Show graph of surgeThe user can view the graphical representation of a lightning strike
Create status reportThe user can create and export a status report for a specific device.
Show JournalThe user can access the journal in the Impulse Analytics Service.
Edit notificationsThe user can set up notifications for specific users within the journal
Show Control APIThe user can access the Control API of the Impulse Analytic Service.
Generate new API tokenThe user can have a new API token generated.
Download surgesThe user can download data about individual surges as CSV
Configure arresterThe user can add and edit the arresters

Not at the moment. At the moment Proficloud.io provides three different roles. In later releases of the User Management Service it will be possible to create custom roles with more granular permissions.

Visit the User Management Service in the left navigation and select the user whose role you want to change. Now click on “Change Role” to assign a new role to him.

Attention: Roles can only be changed by admins.

As a user with the Admin role, you can remove other users from your organization. To do this, visit User Management and find the user you want to remove. Then click the three-dot menu and click Remove user.

When you are removed from an organization, or you leave it yourself, there are two ways what happens – in both you lose the access to the data and devices of the organization you left.

If you are still a member of additional organizations, nothing will happen except that you will no longer have access to the devices and data of the organization you left.

If you are not a member of another organization, an “empty” organization is automatically created for you, in which you can continue to use Proficloud.io. You will no longer have access to the devices or data of the organization you left.

In an organization, over 100+ individual users can be invited – Currently, there are no limits on the number of people in an organization.

If you want to add more than 100+ user, please get in contact so we can improve the onboarding.

Currently there is no limit to the number of organizations you can create. If you have more than 10 organizations, please contact us so that we can optimize the process with you.

With resource-based access control, permissions to individual devices can be assigned granularly for individual users. For example, an admin can give a user (regardless of their role) access to one or more devices that can then be used in all Smart Services (based on their role).

RBAC (Resource Based Access Control) is automatically enabled for all users. As an admin of an organization, the settings in the User Management Service can be changed at user level.

At the time of RBAC implementation, all users are granted access to all devices, so nothing changes for existing users. Access rights to individual devices can then be removed again for individual users.

As an Admin you can add devices and also see all devices of your organization by default. For non-Admin users you can fine granualary adjust who has access to which device. It might be that your colleague is not an admin and has not got the permission to access the added device.

To do this, simply visit the User Management Service and assign the authorization for the device to your colleague.

Why can’t my colleague see the device I added to Proficloud.io?

In addition to the role, the user also needs the authorization to view and use individual devices (or all devices). In User Management, navigate to the invited user and assign the permissions there under the “devices” tab.