User Types

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: The user who can manage customer accounts.

• R&D Manager: The user who is responsible for leading and managing the product design and development process.

• Sales Manager: The user who is responsible for building and maintaining customer relationships.

• 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.

The DPS application is also open to external partners, for instance, TAC (Technical Assistance Centers), resellers, distributors, and other kinds of business companions.

Here are the predefined user-types for channel partners:

• Back Office: The user who can manage customer accounts.

• Sales Manager: The user who is responsible for building and maintaining customer relationships.

• 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 Partner

To be compliant with the EU Data Act, you can manage Data Recipients, which are third-party users who can access and download customers’ raw data.

Here are the predefined user-types for channel partners:

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

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

Here are the predefined user types for customers:

• Back Office: The user who can manage customers' accounts.

• 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.

• Technician: The user who is responsible for maintaining and repairing equipment.

• User: The user, also known as Operator, who is responsible for performing all activities in which the equipment is used.

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.

• 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.

• 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.

Note that a user type can be deleted only if there are no DPS users associated with it.