User Types

The DPS is an application designed to be offered to different kinds of users belonging to various business entities.

Within the DPS, you can configure User Types, which are described by a name and a set of permissions.

User types are organized into groups (Back-office, Service, Customer, Data Recipient) and categories (Organization, Partner, Customer).
The group is used to assign user type to a specific view.

User types are then used to:

Provide the user with specific views of the connected products (e.g., Technicians will access the technical views).
Enable or limit the user’s capabilities to the business objects (e.g., Read/Update Customers, Read/Update Things).
Enable or disable specific features.

Predefined User Types

Here are listed the default user types available in the DPS by Category and Group.

Organization

The organization user types can be used for any user belonging to the manufacturing company.
Here are the predefined user types for organizations:

Back-office Group

Back Office: The user who can manage customer accounts.

Service Group

Service Manager: The user who is responsible for installing, setting up, maintaining, and repairing equipment.
Technician: The user who is responsible for maintaining and repairing equipment.

Partner

The DPS application is also open to external partners, for instance, TAC (Technical Assistance Centers), resellers, distributors, and other kinds of business companions.
Moreover, to be compliant with the EU Data Act, you can manage Data Recipients (a special type of partner), which are third-party users who can access and download customers’ raw data.

Here are the predefined user types for partners:

Back-office Group

Back Office: The user who can manage customer accounts.

Service Group

Service Manager: The user who is responsible for installing, setting up, maintaining, and repairing equipment.
Technician: The user who is responsible for maintaining and repairing equipment.

Data Recipient Group

Data Recipient: the user who can access the DPS to download Raw Data to which they have been authorized.

Customer

This category includes all the user types related to end-users, who are your customers.
Here are the predefined user types for customers:

Customer Group

Operation Manager: The user (also known as the Operations Manager) who is responsible for overseeing all operations that take place in the customer facilities or at home.
User: The user, also known as Operator, who is responsible for performing all activities in which the equipment is used.

Editing User Types

DPS comes with a set of predefined user types that can be assigned to users, but if you need to create new ones or review them, you can access the Access and Security/User Types page.
In this page, you can find a matrix allowing you to configure the permissions associated with each user type.

Here you can manage all the user types of your DPS application. By pressing the Add User Type button, you can create a new user type.

A user-type is described by:

Group: The group that shares the same needs and user experience to which the user type belongs.
One of Back-office, Service, Customer, Data Recipient.
Name: The name of the user type displayed in the users' management page.
Category: The category to which this user-type belongs, used to filter user-types based on the entity with which the user is associated.
One of Organization, Partner, Customer.
Default: The flag indicating whether this user type is the default one for the category.
When a new user is created, it is associated with the default user type according to the category.
Rank: A value used to prevent a user from updating another user with a higher or equal rank.
For example, a technical user cannot delete or edit a manager.
Restricted data access to Raw Data metric set only: The flag that indicates whether the data access is limited to only metrics belonging to the Raw Data metric set.
For Data Recipient user types, this flag is forced to true by default.
Permissions: The set of permissions associated with the user type.
For a complete overview of all permissions, refer to the article User Permissions.