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. This article will cover adding users and setting up the organization-level roles.
Adding a User to the IMS Organization
This section of the article will guide the user in adding new users to your IMS organization. This workflow is used to get users into your Bentley IMS organization so they can be added to iTwin IoT projects, submit ServiceNow cases, or access other Bentley products. Note: User must have an organization IMS role that allows you to add users to the organization.
If the user to be added to an project is external to your organization, please proceed to the Project Level Role Configuration section.
- Accessing User Management- The Organization level user management portal can be accessed through the menu bar on the top right corner of the iTwin IoT Assets page shown above, and then clicking "Organization Users and roles". For Bentley IMS Admins unfamiliar with or not using iTwin IoT, you can go to https://connect.bentley.com/ to get to the page, shown 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
Once a user has been added to your organization, they can be given organization roles. 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 "Organization Users and Roles". 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.