Manage Access

TABLE OF CONTENTS

• Introduction
• Manage Workspace Access
• Manage Project Member Access
• Manage Project Group Access
• Manage SiteView Access

Introduction

For administrators, there are several levels of access to manage in CupixWorks:

• Workspace - Workspace Admins manage access.
  • Project - Project Admins (members and groups) manage access.
    • SiteView - Project Admins (members and groups) manage access.

Read Permissions Overview for more details on available member roles.

Manage Workspace Access

Here is how to manage Workspace access:

1. On the default Map View page, click on List View .
2. Click on a Workspace or filter if there are many to choose from.
3. Click on Manage Access on the right side under "Workspace Admins".
4. Click in the "Add people and groups" field.
5. Type in the name of the person or group, then click on each name to add them.
6. Now you can choose to notify them or not. Options:
   • Notify the person(s) or group(s).
   • Send a message.
7. Click on the Send/Ok button. An email notification will be sent letting them know they now have access to the Workspace.

Manage Project Member Access

Here is how to manage access for members:

1. On the default Map View page, click on the project on the left side menu.
2. Double-click on Open Project Admin Center.
3. Click on Members at the top.
4. Click on the Add Member button.
5. Choose a "User Role". Options are:
   • Project Admin - gives access to manage the project.
   • Project Member - gives access to all SiteViews and SiteInsights & Deviation Analysis reports. Can record & upload captures.
   • SiteView Member - gives access to SiteViews shared with them. Select all or specific SiteViews to share. Data access:
     • Can create and edit Annotations.
     • Can create and save Measurements.
     • Can generate Timeline Reports.
   • SiteView Observer - gives access to SiteViews shared with them. Select all or specific SiteViews to share. Data access:
     • Can view Annotations, but cannot add or edit them.
     • Can create Measurements, but cannot save them.
     • Cannot generate Timeline Reports.
     • Cannot view or create Bookmarks.
6. Click in the "Add people and groups" field.
7. Type in the name of each member, then click on each name to add them.
8. Now you can choose to notify them or not. Options:
   • Notify the person(s).
   • Send a message.
9. Click on the Send/Ok button. An email notification will be sent letting them know they now have access to the Project.

Manage Project Group Access

Here is how to manage access for groups:

1. On the default Map View page, click on the project on the left side menu.
2. Double-click on Open Project Admin Center.
3. Click on the Open settings icon  in the upper right.
4. Click on Settings.
5. A new tab will open. Click on Groups  on the left side.
6. Click on the New Group button.
7. Choose from the following options:
   • Type in a group Name (required).
   • Add one or several Auto-Join Group Email Domains (optional).
   • Toggle Vendor on (optional).
8. Click on the Done button.
9. Now go back to the other tab and click on Members at the top.
10. Click on the Add Member button.
11. Choose a "User Role". Options are:
    • Project Admin - gives access to manage the project.
    • Project Member - gives access to all SiteViews as well as SiteInsights & Deviation Analysis reports. Can record & upload captures.
    • SiteView Member- gives access to SiteViews shared with them. Select all or specific SiteViews to share. Data access:
      • Can create and edit Annotations.
      • Can create and save Measurements.
      • Can generate Timeline Reports.
    • SiteView Observer- gives access to SiteViews shared with them. Select all or specific SiteViews to share. Data access:
      • Can view Annotations, but cannot add or edit them.
      • Can create Measurements, but cannot save them.
      • Cannot generate Timeline Reports.
12. Click in the "Add people and groups" field.
13. Type in the name of each group, then click on each name to add them.
14. Now you can choose to notify them or not. Options:
    • Notify the group(s).
    • Send a message.
15. Click on the Send/Ok button. An email notification will be sent letting them know they now have access to the Project.

Manage SiteView Access

Here is how to manage access:

1. On the default Map View page, click on the project on the left side menu.
2. Double-click on Open Project Admin Center.
3. By default, you will start on the SiteViews page. Click on the SiteView you want to manage.
4. A menu will open on the right side. Here are the options:
   • SiteView name - click on the Edit icon  to change the name.
   • Publish SiteView - toggle the SiteView on or off.
   • Public Access - toggle public access to the SiteView on or off. (Note: if this is toggled on, anyone with the link can view this SiteView. They do not need to be a member of your team.)
   • Various other options - not related to access.
5. Once you determine the overall access for the SiteView, click on Members at the top.
6. As explained in the sections above, you control who has access to your data. You can limit a member or group to viewing a SiteView by choosing the SiteView Member or SiteView Observer role for them. 
7. Once the role is given, you can select which SiteViews are available from the table. Options:
   • Allow Access
   • Disallow Access