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Integration Note: When your instance is integrated through Canvas or other SDK, users are automatically signed in and registered.

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User List Management

Admin Users Main Ui Gi

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Viewing All Users

The user list displays all registered users in your instance with comprehensive filtering and search capabilities:
  • Search by Name or Email: Use the search bar to quickly locate specific users
  • Filter by Account Type: Narrow results by Admin or User account
  • Sort Options: Organize by registration date, last activity, or alphabetical order
  • Pagination: Navigate through large user lists efficiently

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User Details View

Click on any user to access their comprehensive profile:
  • General
  • Membership
  • Credentials
  • Full name and email address
  • Account type and current status
Admin User Management General Web

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User Actions

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Individual User Management

Modify user information and permissions:
  • Account Type Changes: Upgrade/downgrade between Admin or User
  • Email Updates: Change primary email address
  • Profile Information: Update name, preferences, and settings
  • Status Management: Activate, deactivate, or suspend accounts
Remove users from the instance:
  • Soft Delete: Deactivate while preserving data
  • Hard Delete: Permanently remove user and associated data
  • Data Export: Download user data before deletion
  • Confirmation Process: Multi-step verification for safety
  • Last login and status

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Adding New Users

Admin User Management Create User Gi

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Individual User Addition

1

Access User Management

Navigate to the Users section in your admin dashboard
2

Click Add User

Select the “Add User” button to open the registration form
3

Enter User Information

Provide required details:
  • Full Name: User’s complete name
  • Email Address: Valid email for login and notifications
  • Account Type: Select appropriate permission level
  • Instance: Select the name of the digital twin
  • Initial Password: Set temporary password (optional)
4

Create

You must click “Create” to complete the process and register the user
5

Send Invitation

You can now contact the user and let them know their account has been set up and what their password is

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Bulk User Import

For adding multiple users simultaneously:
Preparation Required: Ensure your CSV file follows the exact format specified below to avoid import errors.

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CSV File Format

Name,Email
John Smith,john.smith@company.com
Jane Doe,jane.doe@company.com

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Import Process

1

Prepare CSV File

Create a properly formatted CSV with required columns:
  • Name: Full user name
  • Email: Valid email address
2

Upload File

  • Click “Import” in the Users section
  • Select your CSV file
  • Review the preview of users to be imported
3

Configure Import Settings

  • Account Type: Select either user or admin based on the required permission level
  • Account Status
    • Choose active to enable immediate access
    • Choose inactive to create the account but prevent login until activated
  • Instance Assignment: Select the digital twin instance that this account will be associated with
  • Default Password: Set the initial password for the new account
  • Force Password Change: Enable this option to require the user to create a new password on their first login
4

Execute Import

  • Review summary of users to be added
  • Confirm import operation
5

Verify Results

  • Check the users list to see newly imported users

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Account Types & Permissions

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Permission Levels

  • Admin
  • User
Full Platform Access
  • Complete user management capabilities
  • Instance configuration and settings
  • Analytics and reporting access
  • Digital twin customization rights
  • Billing and subscription management
  • Integration and API access

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Role-Based Permissions

Beyond account types, assign specific roles through entitlements for granular control.
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