Account and User Roles Management
1. Description
Aether security and data integrity, it is possible to limit platform access based on user roles. Every Aether user is assigned to one of these roles: Manager, User, Contributor, or Operator. Let's review them in detail.
Aether User Roles Table | Manager | User | Contributor | Operator |
Actions Allowed |
||||
Create a Site | ✔ |
x |
x |
x |
Upload a Survey * if given access to site |
✔ |
✔* |
x |
✔* |
Invite new Users | ✔ |
x |
x |
x |
Delete Users | ✔ |
x |
x |
x |
Delete a Site | ✔ |
x |
x |
x |
Delete a Survey | ✔ |
x |
x |
x |
View all Sites in an account * if given access to site ** Can only view the site name for upload purposes |
✔ |
✔* |
✔* |
✔** |
Rename a Site | ✔ |
x |
x |
x |
Rename a Survey | ✔ |
x |
x |
x |
View Site information | ✔ |
✔ |
✔ |
✔ |
Change Site information | ✔ |
x |
x |
x |
Upload files | ✔ |
✔ |
x |
✔ |
Launch images processing | ✔ |
✔ |
x |
x |
Request advanced Analytics | ✔ |
✔ |
x |
x |
Access to Annotation tools | ✔ |
✔ |
✔ |
x |
Annotate images | ✔ |
✔ |
✔ |
x |
Access to all generated Maps | ✔ |
✔ |
✔ |
x |
Access to Surveys * if given access to site |
✔ |
✔* |
✔* |
x |
Access to files Library | ✔ |
✔ |
✔ |
x |
Download Files from files Library | ✔ |
✔ |
✔ |
x |
Delete Raster / Vector files within a Survey | ✔ |
✔ |
x |
x |
2. Managing users
To add or remove users you must be logged in as a "Manager".
2.1 Add users
Step 1 - From the homepage, select the "Users" icon from the bottom left-hand side (framed in yellow below). A table will appear with every existing platform user.
Step 2 - Select, "INVITE USERS". This allows you to invite new users to the platform or existing users to work in additional companies.
Step 3 - Enter the email address of the individuals you want to invite.
Step 4 - Once you have entered all email addresses, hit "Enter" on your keyboard or select "ADD" (1).
Step 5 - Select "NEXT" (2).
Step 6 - In the tab named "Companies & Roles", click on "ADD COMPANY" (1), select at least one company to give users access to (2), and click on "ADD" (3).
Step 7 - A new section "Roles" appears, select the user role wanted, and for "user", "operator" and "contributor" define their site access.
Step 8 - Once complete, select "SEND INVITES". An invitation is sent by email to your new users for registration, and to your existing users to notify them of their new access.
2.2 Remove users
Step 1 - Click on "Administration" icon to go to the administration menu.
Step 2 - On the table of users that appears, search for and select the user you wish to delete. A detailed user page appears with options to "Block user" (for administrators only), "Edit" user information or select the 3 dots menu.
Step 3 - Click on the 3 dots menu (framed in red) to reveal the delete button. Select "Delete" and confirm the operation.
2.3 Modify Properties, Accesses & Roles of an Existing User
Step 2 - Click on the user you want to change properties, access(es), or role(s).
2.3.1 Change Properties & Preferences
Step 1 - In order to modify the properties of a user, click on "EDIT".
The first tab "Properties & Preferences" allows the modification of the basic information of the user (name, first name, e-mail address), the setting of the language displayed (English, French, and Japanese), and the date format (MM/DD/YYYY or DD/MM/YYYY).
Step 2 - Apply the wanted changes.
Step 3 - Click on "SAVE CHANGES".
2.3.2 Modify Company's Roles
Step 1 - Select a user to change the role and click "EDIT".
Step 2 - Select the second tab named "Companies & Roles".
- Select a company in the list (1) or add a company with "+ ADD COMPANY" (2) and select the new company from the list (3).
- In order to change the role assigned to the user (1), delete the existing role by clicking on the "trash" icon (2) and select the wanted role from the list (1)
Step 3 - Click on "+ ADD ROLE" to add a custom role.
Step 4 - A custom role is added and selected in the list proper of the company.
Step 5 - Open the drop-down menu and select another role to change the custom role
Step 6 - Repeat step 3 to add more custom roles.
Step 7 - Click on the cross of a role to remove this custom role.
2.3.3 Modify the Company's site access
For users with the role "User", "Contributor", and "Operator" choose the sites to give access to.
Step 1 - Select a user role and click "EDIT".
Step 2 - Click on the tab "ACCESSIBLE SITES".
Step 3 - Select the sites from the list to give access.
2.3.4 accessible asset scope tab
Step 1 - Select a user role and click "EDIT".
Step 2 - Click on the tab "ACCESSIBLE ASSET SCOPES".
Step 3 - Select the accessible asset scope for the user in this company. This will give more or less type of asset available.
2.3.3 Export user list
Users with Manager access can export a pre-filtered list of users in CSV format.
The fields generated in the CSV file are First Name, Last Name, Email, User Creation Date, Status (connected, notified…), Term of Use version, Language, Location, Company, and Role.
If several roles are associated with one user, one row per role is generated.
Unique Step - Click on "EXPORT USERS".
2.3.4 Manage Site access for specific users
To determine site access on a specific site (or project), you must be logged in as a Manager.
Step 1 - Select the site.
Step 2 - Click on the 3 dots menu in the top bar and select "Show site info" (1).
Step 3 - On the Site Info Panel, click on the three dots on the top right and click on “Manage site access” (2).
Step 4 - Check or uncheck users to modify their access to this site.
Step 5 - Click on "SAVE CHANGES".
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