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Contact Us
  • Home
  • Welcome to Alteia keyboard_arrow_right
    Getting Started keyboard_arrow_right
    Quick Guide to the Alteia Software Interface Notification Center Alteia Glossary
    Platform Administration keyboard_arrow_right
    System Requirements and Supported Browsers Account and User Roles Management Company Information Edition User Profile Edition Alteia's Terms of Use - October 2021
    Release Notes keyboard_arrow_right
    Release Note R2022.35 - August 30th, 2022 Release Note R2022.43 - October 25th, 2022 Release Note R2022.47 - November 22th, 2022
    Get Support keyboard_arrow_right
    Contact Support Platform Status
  • The Alteia Platform keyboard_arrow_right
    Fuse
    Build
    Deploy
  • Applications by Industry keyboard_arrow_right
    Worksite Management keyboard_arrow_right
    Site Settings for Mines & Aggregates Material Management Safety and High Walls Analytics Building Information Modeling (BIM) Solar Plant Thermal Inspection Change Map Advanced Stockpile Analytics and Stockpile Module Haul Roads Analytics
    Field Trial Analysis keyboard_arrow_right
    Microplot Designer Plant Height from RGB and Multispectral Plant Count and Emergence for Trial Field Scouting Maps Generic and Custom Scouting Maps Custom Composition Map Supported Crops for Trial Fields & Production Fields Row Vectorization Microplot Boundaries Adjustment Task Fraction of Vegetation Cover (FCover) Flowering Characterization Stay Green Plant Height from LiDAR Statistics for Trial Fields and Production Fields Agriculture and Forestry Analytics Description
    Mine Productivity Analysis keyboard_arrow_right
    Haul Roads Analytics Site Settings for Mines & Aggregates Material Management Safety and High Walls Analytics Change Map Advanced Stockpile Analytics and Stockpile Module
    Plantation and Forestry Management keyboard_arrow_right
    Supported Plantations and Forests Advanced Tree Analysis Tree Detection Grid Designer Tree Density Indicators Agriculture and Forestry Analytics Description
    Precision Agriculture keyboard_arrow_right
    Scouting Maps Generic and Custom Scouting Maps Custom Composition Map Field Boundaries Creation Supported Crops for Trial Fields & Production Fields Fraction of Vegetation Cover (FCover) Stay Green Statistics for Trial Fields and Production Fields Grid Designer Weed Management Plant Count for Production Field Emergence Characterization for Production Field Agriculture and Forestry Analytics Description
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Account and User Roles Management

1. Description

To ensure platform security and data integrity, it is possible to limit platform access based on user roles. Every Alteia user is assigned to one of these roles: Manager, User, Contributor, or Operator. Let's review them in detail.

Alteia 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 Sites

✔

x
x
x
Rename Surveys

✔

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
Check Credit balance/usage

✔

x
x
x
Access to Annotation tools

✔

✔

✔

x
Can Annotate on images

✔

✔

✔

x
Access to all generated Maps

✔

✔

✔

x
Access to surveys 
* if given access to site

✔

✔*

✔*

x
Access to Files library

✔

✔

✔

x
Can download Files from library

✔

✔

✔

x
Can 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. 

Note: To add multiple emails, enter them in sequence with a semicolon (;) between each email. 

Step 4 - Once you have entered all email addresses, hit "Enter" on your keyboard or select "ADD".

Step 5 - Select "NEXT".

Step 6 - In the tab named "Companies & Roles",  select "ADD COMPANY" to select the company or companies you wish to give your users access to. You must select at least one company.

A new section, "Roles" appears.

Step 7 - Here you select the user role that you wish to provide, and for "user", "operator" and "contributor", you further 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 - From the homepage, select the "Users" icon from the bottom left-hand side (framed in yellow below). 

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 - Select the "Administration" tab (yellow box below)

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

Note: 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".

You access a first tab named "Properties & Preferences" allowing you to modify the basic information of the user (name, first name, e-mail address) and to set the display language of the platform (English, French and Japanese) as well as the display format of the date (MM/DD/YYYY or DD/MM/YYYY).

Note: On this same tab, you will find the platform's terms of use.

Step 2 - Apply the changes you wish to make.

Step 3 - Once you have made your edits, don't forget to click on "SAVE CHANGES".

2.3.2 Modify Company's accesses & Roles

Step 1 - Select the user you wish to change the role and click on the "EDIT" button

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

Note: In order to change the role assigned to the user (here framed in purple), you must delete the existing role by clicking on the icon representing a trash can (framed in yellow above).

  • To re-assign a user role or create a new one:
    • Click on the "ADD COMPANY" button (1).
    • Search and select the desired company and assign a new role to the user via the framed purple drop-down menu (2).

Note: By defining the roles of "User", "Contributor" and "Operator" you will be able to choose the Sites to which the user has access.

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

  • By clicking on the "ADD ROLE" button (framed below in red), you allow the user to have access to the different modules that are available to him according to the subscribed offer.

 

Note: Changes will be saved automatically on this tab.

For more information, see Company Information Edition.‍

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 there are several roles associated with one user, one row per role is generated.

Unique Step - Click on the "EXPORT USERS" button framed in red below.

Note: 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 - To begin, select the site you wish to operate in.

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).

Note: When users of the platform 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 - Save your changes.



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  • user role
  • modify role
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  • company profile
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  • share site
  • modify profile
  • profile
  • user properties
  • user preferences

RELATED QUESTIONS

  • Single Sign-On (SSO) Requirements arrow_forward
  • Single sign On (SSO) Starter Guide with Azure Active Directory arrow_forward
  • OAuth2 Clients for SDK or API on Enterprise Accounts arrow_forward
  • Company Information Edition arrow_forward

Was this article helpful?

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RELATED QUESTIONS

  • Single Sign-On (SSO) Requirements arrow_forward
  • Single sign On (SSO) Starter Guide with Azure Active Directory arrow_forward
  • OAuth2 Clients for SDK or API on Enterprise Accounts arrow_forward
  • Company Information Edition arrow_forward

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