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Manage users

Invite new user and manage user's roles.

Barbora Hinnerova avatar
Written by Barbora Hinnerova
Updated over a week ago

User management

The user management interface is available from CleverMaps platform menu on Project page. It allows you to invite new users into a project, manage project roles and status and delete a user from a project.

If you don't see the user management in the menu it means you don't have enough user rights and you can't invite new users to the project.

Invite new user

Select User management in the menu on the Project page or View and switch to the INVITATIONS section. Type the email address, set up the user role and invite a new user. You can invite several users at once. 

The user will get an email from invitation@clevermaps.io, which sometimes might end up in the spam folder. The user has to click on the unique link included in the email and log in to his existing account or sign up and create a new account. Read more about how to become a user and accept the invitation.

User roles

There are 6 user roles in CleverMaps - Viewer, View Creator, Metadata Editor, Data Editor, Load Data and Admin and 19 permissions assigned to them:

Category

Permission

Viewer

View Creator

Metadata Editor

Data Editor

Admin

Load Data

project permissions

access a project

✅

✅

✅

✅

✅

get project detail

✅

✅

✅

✅

✅

✅

delete a project

✅

update a project

✅

project membership

add project membership

✅

list project membership

✅

update project membership

✅

delete project membership

✅

project invitations

invite to project

✅

list project invitations

✅

update project invitation

✅

project data

load project data

✅

✅

✅

dump project data

✅

validate project data

✅

✅

✅

✅

project metadata

create view

✅

✅

✅

✅

delete own view

✅

✅

✅

✅

create dashboard

✅

✅

✅

✅

delete own dashboard

✅

✅

✅

✅

create marker selector

✅

✅

✅

✅

delete own marker selector

✅

✅

✅

✅

create indicator drill

✅

✅

✅

✅

delete own indicator drill

✅

✅

✅

✅

update bookmarks

✅

✅

✅

create all metadata (except for data permissions)

✅

✅

update all metadata (except for data permissions)

✅

✅

delete all metadata (except for data permissions)

✅

✅

update data permissions

✅

project audit
​

get audit log

✅

  • Viewer

The lowest user role available. After accepting an invitation to a project, you become a Viewer. A Viewer can open map views in a project, filter data and create a personal bookmarks.

  • View creator

This role has all the permissions of the Viewer role and, in addition, it is able to create/delete its own project metadata of the following types: view, dashboard, marker selector, indicator drill. The View creator can as well save their Personal views and manage project Stories.

NOTE: After creating views by View Creator role, these (personal saved views) are visible only to the creator and displayed alphabetically at the end of the view list on the project page in UI. In order for personal saved views to be visible to all users, these views must be included in defaultViews list of ProjectSettings metadata objects. Managing ProjectSettings metadata object can be done only by users with Metadata Editor or Admin roles. See Project settings for more details on defaultViews list.

  • Metadata Editor

This role has all the permissions of the Viewer role, and, in addition, it is able to create/update/delete all project metadata (except for DataPermissions metadata type), and validate the data.

  • Data Editor

This role has all the View Creator and Load Data roles permissions.

  • Load data

The Load data user role can load and validate the project data only. Users with this role may be used for automated data upload as an account in a Shell script. This role is not part of the role hierarchy described above.

  • Admin

As an Admin, you have all the permissions of the lower user roles, plus you are able to load/dump project data, invite other users into the project, and manage existing memberships. User management interface is available in the application by hovering the Account icon on the bottom left of the Project page, and selecting User management.

User Status

There are two statuses that you can set up in user management. Status enabled means that the user has all functions available. When you disable the user, you temporarily turn off the user. The user can't visit the project.

Remove user

In user management mode, switch to the USERS section. Select the user and click on "Remove" to permanently remove their access to the project.


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