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Please watch this video for an overview and example of creating an asset for iTwin IoT and adding users: Creating a New Project - Register Asset

Overview

This article will help users with how to add users to an asset, how to set roles for those added users, how set an asset up so that users outside of your organization can be added, and how to add the support team in case you need assistance.

If you are adding a user from your company to an asset and haven't already added them to your Organization, please visit the Organization users and roles article so their user profile can be associated with your organization.

 

 

 

Adding Users to the Asset and Setting Asset Roles

The steps below will show you how to add users to the Asset and assign them a Asset role. The Asset-level role configuration controls what a user can do within an Asset. For information about Asset roles, please see this chapter in this article. 

Users must be a Creator-level Asset role to be able to add other users. 

 

1. Organization and Asset Setting-  Begin by navigating to the project you would like to allow external users to access. Click on the Menu bar in the upper right corner of the page to expose a dropdown selection. Click on the "Organization and asset settings" button in the dropdown.

 

2. Navigating to Asset Users- On the Organization and asset settings configuration page, there is a card called "Asset users and roles". Click the  "Manage asset users" link on this card.

3. Add Users- Click the blue "Add Users" button on the left side of the page in the toolbar. This will grey out the page and open a user addition sidebar on the right side of the window. 

4. Search bar- The search bar at the top of the sidebar allows you to add users by name (if they are in your Organization) or by typing their email. The email option is recommended if the users are external. Once a name or email address is shown below the search bar, clicking on the name or email will add that user or set them up to be invited to the project if they are not part of your Organization. Users selected will show up below the search bar, as highlighted in the image below. Multiple users can be searched and configured at once if you would like to give them the same project role. 

 

5. Assign Roles- Once you've selected the user or users to add to the Asset, you can select the role you would like to give them. For information about Asset roles, please see this chapter in this article. 

You can only assign roles to a user if you are assigned to that role

6. Add- Once your users and user role have been configured, clicking the "Add" button will send the selected users an invite to the project.

 

Asset Level Roles

Asset roles control the user's ability to access modules, manage hardware connections, and impact their ability to create, access, and share profiles. These roles are assigned to each user for each asset individually.

There are a number of asset roles available in the configuration window that apply to other Bentley products, and Organization Admins may have custom roles created for their Organization. As a result, the information below will focus solely on default roles that apply to iTwin IoT. The table below outlines the tasks that each role can perform.

 For more information on Organization roles, please visit the Organization users and roles article