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Add Users & Assign User Roles

How to add or remove users and assign them appropriate permission levels

Written by Westley Heagy
Updated yesterday

Adding or removing users from your organization is quick and easy in ManageXR. However, it's crucial to consider the level of access granted to these users when logged in to your organization.

πŸ‘€ Required privileges: You must have the Owner or Admin user roles assigned to you in order to add and remove users to/from a ManageXR organization.

Add a User

To add a new user to an organization:

  1. Click your organization dropdown menu at the top right of your browser

  2. Select Users

  3. Click Add User

  4. Enter the email of the user you're inviting

  5. Select a role to assign to this user

    1. This role will determine the user's access level in the organization. Jump to user role breakdown

  6. Click Add

Then, the user will receive an email with more instructions about creating their account.

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Remove a User

  1. Click your organization dropdown menu at the top right of your browser

  2. Select Users

  3. Click the x location next to the user

  4. Click Remove on the confirmation screen

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User Roles

Each user role offers a distinct set of permissions and privileges. Review the chart below to determine which role is most appropriate for the users in your organization.

System Permissions

Permission

Description

Set up devices & send basic commands

*Excludes the following commands: Remove Wi-Fi Network, Pause Configuration Updates, Change Organization, Factory Reset, and Delete Device.

Device streaming

Library management

Device management

  • Assign device(s) to new configurations

  • Edit device names, notes, and tags

  • Send device commands, including:

    • Moving device(s) between organizations

    • Deleting device(s) from organization

  • Edit Analytics charts

Configuration management

* If a custom role has limited Configuration and Device Access, the user will not be able to create new configurations even if they have the "Configuration management" privilege. They will be able to edit the configurations they have access to.

Organization and user management

Admin privileges, including:

  • Add users

  • Update user privileges

  • Remove users

  • Create/Update/Delete user roles

  • Create API keys

  • Update organization name

Billing management

Billing privileges, including:

  • Add/Update payment method

  • Add/update billing region

  • View Invoices

System Roles

Viewer

Developer

Manager

Admin

Owner

Set up devices & send basic commands

βœ…

βœ…

βœ…

βœ…

βœ…

Device streaming

βœ…

βœ…

βœ…

βœ…

βœ…

Library management

βœ–οΈ

βœ…

βœ…

βœ…

βœ…

Device management

βœ–οΈ

βœ–οΈ

βœ…

βœ…

βœ…

Configuration management

βœ–οΈ

βœ–οΈ

βœ…

βœ…

βœ…

Organization and user management

βœ–οΈ

βœ–οΈ

βœ–οΈ

βœ…

βœ…

Billing management

βœ–οΈ

βœ–οΈ

βœ–οΈ

βœ–οΈ

βœ…

Custom Roles

You can also create custom roles to establish more fine-grained access control. In addition to selecting different combinations of system permissions, custom roles allow you to limit the configurations and devices users can access within an organization.

To create a custom role:

  1. Click your organization dropdown menu at the top right of your browser

  2. Select Users

  3. Select Roles

  4. Click Add Role

  5. Give your role a Name

  6. Edit the Configuration and Device Access**

  7. Edit the Platform Access

  8. Click Add Role

πŸŽ‰ Role created! Now, to assign this role to an existing user or invite a user with this role, go back to the Users tab!

** When editing the Configuration and Device Access in Step #6, choose all of the configurations you want this role to access. The devices the role can access are based on the configurations you select. If devices are later moved to a configuration the role does not have access to, users with this role will no longer be able to see them.

​​Note, users with limited Configuration and Device Access cannot create new configurations.

FAQs

Is there a limit on how many users can be added to a ManageXR organization?

No, there's no limit to the number of user accounts on the ManageXR platform.

A user did not receive the email invite. How can I get them access?

You can send the user an invite link. Go to Users and find the user that you've already invited in the list. Copy the invite link and share it to them via email/direct message. Then, they can click the link to complete the account creation process and sign in.

Note: Invite links are specific to individual users. Each added user has a unique invite link.


Need more help?

Talk to a member of our team using the chat bubble in the bottom right of your screen, or reach out to support@managexr.com

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