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

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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

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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. 

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To add multiple emails, enter them in sequence with a semicolon (;) between each email. A maximum of 100 users can be invited at a time.

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 1 - Go to the "Administration" menu.

Step 2 - Click on the user you want to change properties, access(es), or role(s). 

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Search for a specific user by typing in the search bar at the top of the right side of your screen.

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).

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On this same tab, you will find Aether's terms of use.

Step 2 - Apply the wanted changes.

Step 3 - Click on "SAVE CHANGES".

2.3.2 Modify Company's Roles

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Warning

If you delete your own Manager role:

  • Contact another Manager of this company to be invited with the wanted role
  • If possible contact the Domain Manager
  • Contact Support‍ 

Step 1 - Select a user to change the role and click "EDIT".

Step 2 - Select the second tab named "Companies & Roles".

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Changes will be saved automatically on this tab.

  • 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)
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By defining the roles of "User", "Contributor" and "Operator" choose the Sites to which the user has access. 

Step 3 - Click on "+ ADD ROLE" to add a custom role.

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By clicking on "ADD ROLE", the user has access to the different modules that are available to him according to the subscribed offer.

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.

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The "Manager" role gives access to all the sites of the company.

Step 1 - Select a user role and click "EDIT".

Step 2 - Click on the tab "ACCESSIBLE SITES". 

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Changes will be saved automatically on this tab.

Step 3 - Select the sites from the list to give access.

2.3.4 accessible asset scope tab

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This tab is only usable for Asset Viewer module users. See Asset Viewer - Introduction for more information about this module.‍ 

Step 1 - Select a user role and click "EDIT".

Step 2 - Click on the tab "ACCESSIBLE ASSET SCOPES". 

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Changes will be saved automatically on this tab.

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".

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The Manager can only export users associated with the companies he or she has access.

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).

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When users of Aether appear with a pre-checked box in blue, they have access to the site. On the other hand, when users do not have a box checked by default, they do not have access

Step 4 - Check or uncheck users to modify their access to this site.

Step 5 - Click on "SAVE CHANGES".


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