Background
Users have roles assigned to them. Each role is made up of permissions that allow that user to create, edit, view, or do different things in the platform. A user can have multiple roles, the result is the "union" of permissions for those roles.
There are 5 roles available
-
Admin - this role has all permissions but the ability to submit the Wipe action command. The user with this role is empowered to create API tokens, create new users, add new roles to current users, impersonate other users, create/edit assets and asset groups, submit the action commands Lock and Logout, and view all data in the portal for that tenant (customer/company). They also can install Autonomo on any device or via Intune to multiple devices. The only permission they do not have is to submit the action command "Wipe."
- Manager - The user with this role is empowered with the ability to create/edit assets and asset groups, submit the action commands Lock and Logout, and view all data in the portal for that tenant (customer/company).
- Viewer - The user with this role is empowered with the ability to view all data in the portal for that tenant (customer/company).
- Installer - The user with this role is empowered with the ability to install Autonomo on any device or via Intune to multiple devices. They can only use the portal to see notifications and adjust things in their profile.
- Wipe - The user with this role is empowered with the ability to submit the wipe action command. This role can't edit, create or view anything with this role only, so it should be added to Admin, or Manager to empower that user to submit the action command "Wipe."
NOTE: Only a user with the Admin role can do the activities described below on this page.
Creating a new user
Navigation
Customer Account -> Team Members
Steps
Click on the Create new user icon 
which will expand into a create button 
to open the user modal.
Fill in the User information tab by entering the first name, last name, telephone number and email address.
Click on the Roles tab and select the role(s) this use requires to do their job. The default is manager, but multiple roles can be applied to a user if desired.
After selecting Save, an email will be sent to the user, which will ask them to validate their email and create their password in the Troverlo Portal.
Edit an existing user
Navigation
Customer Account -> Team Members
Click on the edit icon 
, this will open the same modal.
Change the First name, Last name, Telephone number or Role (flip to Roles tab).
Click on the "Roles" tab if the role(s) need to be changed.
Click save when done.
Deactivating a user
Navigation
Customer Account -> Team Members
Click on the edit icon , this will open the same modal.
Remove access to the Troverlo Portal for a user by selecting the Deactivate User button.
Resend invitation to a new user
Navigation
Customer Account -> Team Members
Click on the edit icon , this will open the same modal.
Resend the invitation to the user if it timed out or the user deleted it by clicking on the Resend Invite button.
Impersonating another user
Navigation
Customer Account -> Team Members
Select a user and then click on the impersonation icon 
.
This allows you to "impersonate" for training purposes without requiring their credentials. The audit will capture activities completed by the impersonator.
Notice the big orange border and see the text at the top - this makes it very clear when the user is in this mode.
To return from impersonating, click on the "Back to my account" on top or in the profile page.