The DPS is an application designed to be offered to different kind of users belonging to your ecosystem.
Within the DPS, you can configure User Types, which are described by a name and a set of permissions.
User types are then used to:
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Provide the user with specific views of the connected products (e.g. Technicians will access the technical dashboards).
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Enable or limit the user’s capabilities to the business objects (e.g. Read/Update Customers, Read/Update Things).
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Enable or disable specific features.
User Type Categories
User types are organized in the following categories:
Organization
The organization user-types can be used for any user belonging to the manufacturing company.
Here are some examples of user-types:
- Administrator: The DPS administrator with privileges on all entities.
- Service Manager / After-Sales: He is responsible for managing all the daily operations related to the delivery of a Smart Service or a Product-as-a-Service offering: customers and partners data management, contracts, and billing management, first-level support.
- Technician: He is responsible for the execution of all the activities related to the product technical management (e.g. R&D, firmware update).
- Guest: Read-only access to the customer and product base.
Partner
The DPS application is also opened to external partners, for instance TAC (Technical Assistance Centers), resellers distributors and other kind of business companions.
Here are some examples of user-types:
- Agent: He is responsible for supervising service activities and keeping an optimum level of performance.
- Technician: He is responsible for the execution of all the activities related to the service contract for a single product instance.
Customer
This category includes all the user-types related to end-users, that are your customers.
Here are some examples of user-types:
- Administrator: He is the customer administrator with all privileges on the customer entities and features.
- Manager: He is responsible for the building/factory/store performances. He is focused on increasing the overall output and value of the product while lowering risks and operating costs.
- Technician: He is responsible for the execution of all the activities to guarantee the operation and efficiency of the products.
- User: He is the person who physically uses the product. He is focused on using the product most efficiently and effectively, to achieve the best outcome as possible.
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:
- 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 to the default user-type according to the category.
- Rank: a value used to prevent a user from updating another user with a higher rank.
For example, a technical user cannot delete or edit an administrator. - Permissions: the set of permissions associated with the user-type.
For a complete overview of all permissions, refer to the article User Permissions.
A user-type can be deleted only if there are no users associated with it.
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