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In order to access the various menus in the "Customer PortalManager" solutionapplication, the user must have at least "Read-only" permissions, except for the following two menus that will remain accessible regardless of whether all menus are disabled:

Permission Name

Permission Purpose

Platforms where changes are reflected

 

Customer Portal

 

Preferences

Disabled - The user will not see data about the Organization Preferences

 

 Manager application Preferences

Read-only - The user may see data about the Organization Preferences

Edit - The user may add/edit data of “My preferences” and “My Dimensions” menus only

Full - The user may add/edit all the data about the Organization Preferences

 

Customer Portal

 
Access & Security

Disabled - The user will not see data about the access and security

 

 Manager application Access & Security

Read-only - The user may see data about the access and security

Edit - User can only remove users from the blacklist

Full - Users can see, edit, add and delete all the access and security data. Mandatory for “Reset All Passwords” tool.

 

Customer Portal

 
Audit

Disabled - The user can not enter the Audit

 

 

Manager application Audit

Read Only - The user can enter the Audit menu but can not see the "Usage Report" button

Edit - The user can enter the Audit menu and use the "Usage Report" option

Full - The user can enter the Audit menu and use the "Usage Report" option

Customer Portal


Account Balance

Disabled - The user will not see data about the account balance

Manager application Account Balance

Enabled - The user will see data about the account balance

Customer Portal
Version Upgrades



My Units
Cluster Management

Disabled - User will not see clusters data window and “INFO” window

Manager application
My Units
Cluster Management

Read-only - User may see data about clusters

Edit - User may edit data in clusters

Full - Users can see, edit, add, clone, and delete data in clusters



My Units
Group Management

Disabled - User will not see groups data window and “INFO” window

Manager application
My Units
Group Management

Read-only - Users may see data about groups

Edit - User may edit data in groups

Full - Users can see, edit, add and delete data in the groups



My Units
Unit Management

Disabled - User will not see units data window and “INFO” window

Manager application
My Units
Unit Management

Read-only - User may see data about units

Edit - User may edit data in the units

Full - Users can see, edit, add, and delete data in the units. As part of this service, you will be able to upload files





My Users

Disabled - The user will not be able to see any other users, only himself. It is possible for the user to change his own permissions but not choose the organizations

Manager application
My Users

Read -only - The user is able to see data about

the version upgradesVersion Upgrades

all users but is not able to edit any of the data about them, only himself, and is not permitted to select organizations.

Edit - The user has the right to edit the data of the users and himself, but is not allowed to add or delete users, and is not permitted to select organizations.

Full - It is possible for users to view, edit, add, and delete data belonging to all other users and themselves



My Geofences

Disabled - The user will not see the Geofences Management menu



Manager application
My Geofences

Read-only - Users may see data about the

version upgrades

Edit - User may see data and upgrade/abort versions

Full - User may see data and upgrade/abort versions, User can request free version and can choose Ota and Ota Batch version

Customer Portal
Forms Gate

Geofence management

Edit - User may edit Geofence data

Full - User can see, edit, add and delete Geofence data



My Assets

Disabled - User will not see data about a assets



Manager application
My Assets

Read-only - User may see data about a assets

Edit - User may edit assets data

Full - User can see, edit, add and delete assets data



My Calibrations

Disabled - The user will not see data about the calibrations

Manager application
My Calibrations

Read-only - The user may see data about the calibrations

Edit - User may edit calibrations data

Full - Users can see, edit, add and delete calibrations data



My Contacts

Disabled - The user will not see data about the contacts

Manager application
My Contacts

Read-only - The user may see data about the contacts

Edit - User may edit contacts data

Full - Users can see, edit, add and delete contacts data




My Versions

Disabled - The user will not see data about the

forms gateForms Gate

version upgrades



Manager application
My Versions

Read-only - Users may see data about the

forms gate

version upgrades

Edit - User may

cancel the requests for data change

see data and upgrade/abort versions

Full - User may

cancel and approve requests for data changeCustomer Portal
Online Store

see data and upgrade/abort versions, User can request free version and can choose Ota and Ota Batch version

My Digital Twin

Inactive at this time

Online Store

Customer Portal
Automation

Manager application
My Digital Twin




My Automations

Disabled - The user will not see data about the automation solution



Manager application
My Automations

Read-only - The user can see the existing automations in the table and the logs but cannot edit them and cannot add/remove automations

Edit - All capabilities except for "New" and "Remove" are enabled

Full - All capabilities are available

Customer PortalX-Ray



My Service Logs

Disabled - The user will not see the Activity tab



Manager application
My Service Logs

Read-only - User may see the data in the Activity tab

Edit - User may edit data in the Activity tab

Full - Users can see, edit, add and delete data in the Activity tab





X-Ray

Inactive at this time


Disabled - The user will not see data about the X-Ray applications

Manager application
X-Ray

Read-only - The user can access the X-RAY Accuracy window (use the dashboard and the reports) but will not be able to access the window "X-RAY Management"

Edit - The user can access X-RAY Accuracy and X-RAY Management. User can edit the table and import files, but the buttons "Read" and "Set" will be disabled.

Full - The user can access X-RAY Accuracy and X-RAY Management. All the functionalities in the management tool will be enabled.



Forms Gate

Disabled - The user will not see data about the forms gate

Manager application

Forms Gate

Read-only - Users may see data about the forms gate

Edit - User may cancel the requests for data change

Full - User may cancel and approve requests for data change