Overview

Sharing is a way to manage access across the sensemetrics platform for virtually every feature.  From Devices to graphing profiles and Alert to reports, you will find that our sharing feature is a vital tool for managing and sharing your work between colleagues.  Furthermore, you have the ability to restrict Permission for more novice users to ensure that they do not modify or delete data sets and Profiles that you have worked to create. 

Sharing a Connection with another user will give them access to that Connection and it's associated Devices and Sensors. 

Sharing any type of profile; Graphing, Mapping, or Table, will add that particular profile to their list of profiles allowing them access to it.  

Note:  If a profile containing certain sensors is shared with someone who does not have access to that particular Connection, the Connection will be shared with them as well.

Press the blue share button  to share the selected entity with another sensemetrics account within your organization.

Note: If you'd like to share with a user outside of your organization you must setup cross-organizational sharing. Learn more about that process here.

This article covers the following:

1. Introduction to Sharing by Module

2. Accessing Sharing

3. Setting up Sharing & Permissions

4. Permissions Definitions and Overview

5. Adding Vs Sharing a Connection

Introduction to Sharing by Module

• Data Module
  • Here you can share Profiles for Graphs, X/Y Plots, Tables and Import. 
    Note: Each of these tabs has it's own individual set of Profiles.
• Spatial Module
  • Here you will share profiles for Maps, and Image View  
    Note: Each of these tabs has it's own individual set of Profiles.
• Alerts
  • Here you can share any alert you have created on the sensemetrics platform.  
    Note: Sharing alerts isn't the same as alert notification. Please see the Alerts page for more information.
• Repots
  • Here you can share the setting for a report with other users.  
    Note: Sharing reports, is not the same as generating and sending out reports.  Please see Reports for more information on this.  

 

Accessing Sharing

Accessing the Sharing and Permissions popup window is found in the same Icon across the platform.  You will need to locate the  User Permission button.

 

CONNECTIVITY 

The Location of the   User Permissions button in connectivity can be found to the right of the device or connection.

DATA AND SPATIAL

You will find the Sharing and Permission buttons under the Data and Spatial modules by clicking the gear icon in the top left of the screen.  Click the  button to expand the window.

This will expand a window on the left, and you can find the  button next to the profile here.

ALERTS

The  can be found here Under Alerts.

Note:  An alert that has been triggered may not be shared until it has been acknowledged.

 

REPORTS

The Sharing button for Reports can be found here.

Setting up Sharing & Permissions

Once you have clicked the  in any location across the platform you will be prompted with the same popup window that you see below.

 

Simply type the name of the User you wish to share the Connection/Profile with. Once the User is found, select "Add User" to add the user to the list. 

The new User will now be added and you can adjust the Permission of the user in the dropdown to the right of the newly added user. 

Change Permission to the desired state.

You have now Shared and configured Permissions for that user.

 

Permissions Definitions and Overview

When sharing Connections or Profiles, users will be given certain permission rights that control what they are able to do. When sharing something with another user, the user will be established as an Owner, Editor, or Viewer.

  OWNER 

• Owner is able to delete the Connection/profile and associated Devices
• Can Share Connection/Profile with other Users
• Can change User permissions for all Users including changing Owner
• Can edit Device, Sensor or profile settings
• Can View the Connection/Profile

  CAN EDIT

• Editor can share Connection/Profiles with other Users
• Can change User permissions for all Users except Owner
• Can edit Device, Sensor or Profile settings
• Can View the Connection/Profile

  CAN VIEW

• Can View the Connection/Profile

   NONE 

• Cannot View Connection/Profile 
  Note: Changing a user to "None" is the only method of removing access to the profile/connection.

Adding Versus Sharing a Connection

When a Connection or THREAD is first added, the user that added that Connection will become Owner.

A User without access to that Connection can gain access to it by adding the connect code. However, since that Connection is already "Owned", they will either gain Viewing or Editing rights. Admin adding an already configured Connection will gain Editing rights and Basic Users adding a Connection will gain Viewing rights.

A simpler approach is done by having the Owner or an Editor share the Connections with whoever needs access.  

Once the Connection has been added, simply press user permissions to give desired permissions to any User within the Organization. 

Shared profiles can only be accessed by sharing .