If you are a portal administrator you can manage the permissions of users in your portal either individually or through teams.
Please note: Access to your AeroPoints dashboard is managed separately than access to your portal. Please refer to this article on how to manage users in the AeroPoints dashboard for more information.
Navigate to People & teams settings by clicking on your name in the top-right corner of the portal viewer.
The People tab will show you all users that have access to data within your portal whether they have been given access directly to a site, are a member of a team, or are a portal administrator.
The Teams tab will show you all the teams that have been created in your portal. Teams allow you to easily give users access to multiple sites at once.
The People tab allows you to add or remove people from your portal, edit the teams that those people belong to, and edit the permissions those people have on your sites.
Adding new people
To invite additional people, enter their email address(es) into the email field.
To add multiple people, enter an email address and press Space. Then, add the next email address. You can continue to add users in this way.
Click the Add People button.
You will be presented with a screen allowing you to set the user's permissions and teams.
If you have entered multiple email addresses you will see the list of addresses on the left and be able to select the ones you want to apply the current settings to. This allows you to easily add multiple people to your portal at once with the same settings.
To add the user as an administrator, simply toggle the Administrator switch. Administrators will have full access to the portal and any site within it.
You can select which teams the user should belong to by clicking on the team's checkbox.
You can also select which sites they should have access to by clicking on the permissions dropdown and assigning the appropriate permissions.
Once done, click the Invite button.
This will send the user an email with all the details required to access your portal.
You will need to toggle the admin switch, select at least one team, or give permissions on at least one site before you can click the Invite button.
Managing existing users
To manage existing users in your portal, find them in the list of users and click the corresponding row. This will allow you to configure the same settings as when you add a user.
You can also click the three dots by each name, which presents you with some quick options.
When you remove a user they will lose all access to your portal, its teams, and the sites within.
The Teams tab allows you to add or remove teams from your portal, control the permissions that those teams have on your portal and sites, and add or remove members from teams.
Adding a new team
To add a new team, simply enter a team name and click the Create Team button.
You will be presented with a screen allowing you to assign permissions and members to the team. Any permissions you assign to a team will also be given to all members of that team.
You can assign permissions on existing sites as well as default permissions for new sites. You can also allow team members to create new sites by ticking the Create Sites checkbox.
To add members to the team, start typing their name or email address in the team members section to find users in your portal, then click Add Members.
You can only add members that are existing users of your portal. If you need to add someone else, add them from the People tab using the process above.
Managing existing teams
To manage existing teams in your portal, find them in the list of teams and click the corresponding row. This will allow you to configure the same settings as when you add a team.
You can also click the three dots, which presents you with some quick options.
By managing the users and teams in your portal, you can easily control access to your worksite data, increase visibility across your team, and encourage cooperation to work more efficiently and effectively.
I still can't do it!
We wrote these articles to arm you with everything you need to get the job done on your own, but we understand that sometimes this isn't sufficient.
If you're stuck, the Propeller data success team may be able to help. You can contact our support team by clicking the support tab on the top-right pane of your user portal.