Overview
iTwin IoT users have two levels of permissions: an organizational role that dictates the user's ability to access and create projects, and a project-level role that determines the access permissions for individual projects. For a description of these roles, please visit the User Organization and Project Roles Overview article.
Adding a User to the IMS Organization
This section of the article will guide the user in adding new users to the IMS organization, if it is an external user, please skip to the Project Level Role Configuration.
1. Accessing User Management- The Organization level user management portal can be accessed through the kebab menu on the top right corner of the iTwin IoT page shown above, and then clicking "User Management". For Bentley IMS Admins unfamiliar with or not using iTwin IoT, you can go to https://connect.bentley.com/ to get to the page below. Clicking on the pane option in the upper left opens a side window where you can scroll down to find and click on the "User Management" button.
With either option above, the user will then be directed to the User Management page illustrated below.
2. Add User- Once on the User Management page, click on the blue "Add Users" button on the right side of the screen. After clicking, a "Add Users" pop-up window will appear in the middle of the screen.
3. New User Configuration- Fill out the required fields within the new user window, and click "Save" to exit the user configuration or "Save & Add Another" to begin adding another user.
Organization Level Role Configuration
This section of the article will guide the user in managing organization-level user privileges.
1. Accessing User Management- The Organization level user management portal can be accessed through the kebab menu on the top right corner of the page, and then click "User Management". The user will be directed to the User Management page illustrated below.
2. User Selection- Within the User Management page, the user can scroll through the list or use the search bar. Once the correct user is found use the check mark selection icon next to the user's name.
3. Modify Roles- After a user or users have been selected in the step above, the "Modify Roles" icon becomes visible. Click on this icon to open the popout window illustrated below.
4. Modify Roles Window- Select the Organization roles you would like the user to have by toggling the checkboxes in the window. When finished, click Submit.
Project Level Role Configuration
This section of the article will guide the user in managing project-level user privileges.
1. Configure- From any of the Asset pages, click on the "Configure" icon, in the lower left of the page. The user will be directed to the Asset Configuration page illustrated below.
2. Navigating to Project Users- On the Asset configuration page, there is a card called "Users & roles". Click "Manage" on this card.
3. Finding Users- The search bar on the top right can be used to find users by name, or the search can be conducted by scrolling through the user list to find and edit a user's role.
4. Current Project Role- Current roles for the user will be listed in the "Role" column of the user list.
5. User Selection- Use the check mark selection icon next to the user's name to select a user for role modification.
6. Modify Role- Click the "Modify Role(s)" icon. This will open the "Assign to Role" window illustrated below.
7. Assign to Role- Within the window, the selected user or users will appear in the "Selected Users:" bar. The window panes below will allow the removal and addition of roles by moving them between the Available roles on the left pane and the "To be assigned" pane on the right. If multiple users are selected, the roles assigned will apply to all selected.
Adding Users and External Users
The steps below will show how to add any users, if adding External users, please also make sure you have checked the "Allow external members" box when registering the asset.
1. Configure- From any of the Asset pages, click on the "Configure" icon, in the lower left of the page. The user will be directed to the Asset Configuration page illustrated below.
2. Manage- Go to the user management page.
3. Add Users- Allows you to add users by names (if in IMS) or emails, recommended if they are external.
4. Find Users- Type in the user email and click add.
Adding Support Users
If you need support, please add Bentley support users and/or reach out to Worldsensing team for Thread-related support as you may need their user emails in order to add them to the project.
John Michael Callen - johnmichael.callen@bentley.com
Patric Reis - patric.reis@bentley.com
Nicholas Romano - nicholas.romano@bentley.com