This article will provide you with a step-by-step guide on how to set Role Based Access in vRx.
Note: Before following this guide, make sure to read User and Team Permissions Structure in order to understand the basic concepts of vRx user access module.
Setting up a User management system
1. Under your dashboard's menu, navigate to security -> Settings -> User Management (only "Owners" will be exposed to this section).
Figure 1: User Management section
1.1 Invite users to join vRx and determine their role. You can also delete unnecessary users.
Figure 2: Invite users
Figure 3 - Example: Inviting Bob to Adidas and McDonald's teams, while assigning him with the role of Admin
Note: When adding users, you can either add them to an existing team, or create a new one.
Figure 4: Determine roles
Figure 5: Delete user
2. Create teams (If you haven't already done so as a part of step (1).
Navigate to the "Teams" tab -> "Create Team"
Figure 6: Teams tab
Note: "Primary team" appears by default and cannot be deleted.
2.1 Invite new users and/or select existing organizational users for your team.
Figure 7 - Example: Inviting new user Eve (as a viewer) and two existing users to our newly created Bob's team
2.2 Select the relevant asset groups for your team.
Figure 8 - Example: Selecting McDonald's and New York asset groups to be managed by Bob's Team
Note: in the context of a team, asset groups have an "and" relationship with other asset groups
Example:
If you assign two asset groups to the same team (Group A and Group B, Team1), Team1 members will only see assets that are both in Group A and Group B.
3. All set! Below is a screenshot of "Bob's Team" which we created, its users and its asset groups.
3.1 This view also enables you to manage the the team's shared asset groups and invite users.
Figure 9 - Example: Newly created "Bob's Team"
Note: check out the status of the user's invitation to the team. You can cancel the invitation, resend it or delete the user if needed.