Access Management

Access management provides you the ability to grant permissions to different user accounts to resources in your environment. Resources are the apps that your organization has entitled for use. To use an application in FactoryTalk Hub, you need a resource role associated with the service. Roles control the functions in those services that are visible when the specified user account signs in to FactoryTalk Hub. The default access level without a resource-role is usually “no access” but some services do have limited access without a resource-role.
NOTE: Roles can also be associated with an organization. By having a role at the organization level, users automatically have access to all the services in that organization.
You can also use the
Add Bulk Access
 control to add roles to existing users. New users are added through invitations or request access links.
From the
Hub Manager
 menu, navigate down the list to
Manage User Access
. The
Manage User Access
 screen appears. On this screen, the Owner and Administrators of the organization can add or remove access for Users, as well as view a list of users to whom access has been granted. Owners and Administrators of specific services can access this option, but they only see the users with permissions to the services they are administrators for. If a user does not appear in the list, you can add them by selecting the
Invite Users
 button on the top right of the Manage User Access page. You can edit an existing user account’s access by selecting the desired user account in the
Manage User Access
 list, and redefining their
Resource Type
,
Resource
, and
Role
 as needed.
Resource Types are a selection of available resources at the organization or service level including:
  • Organization - choose to grant access to every service
  • Service - choose for more granular access control by each service
NOTE: The FactoryTalk Hub manager menu is only visible after you have created or joined an organization.
To grant access to a user account
  1. Select the
    ADD ACCESS
     button.
  2. Enter the name of the user account that you would like to add in the search bar.
  3. Select the desired
    Resource Type
    ,
    Resource
    , and
    Role
     from the dropdown menus. The available options are:
    • Resource Type
      • Organization - choose to grant access to every service
      • Service - choose for more granular access control by each service
    • Resource
      • Name of Organization (if Organization is selected as the Resource Type)
      • All the services (applications) enabled for the organization (if Service is selected as the Resource Type)
    • Role
      • Admin
      • Contributor
  4. Select
    ADD
     to add access for the user account.
  5. Select
    Save
     to save your changes.
To remove access from a user account:
  1. On the
    Manage User Access
     screen, use the search bar or navigate through the Users list to find the User you would like to remove.
  2. In the User’s list, select the
    REMOVE
     button to the right of the User’s name.
To invite users to an account:
  1. On the
    Manage User Access
     screen, select the
    Invite Users
     button. The 
    Send invites
     screen appears.
  2. Select the resource that you are inviting the new user to have access to from the
    Resource
     dropdown list.
  3. Select the
    Role
     that the new user will have. Either Admin or Contributor.
  4. Enter the email address or addresses of the people that you want to invite to your organization. You can add multiple emails if they will have the same resource and role privileges.
See Invitation Management for more information.
To add permissions or roles for multiple users at the same time:
  1. On the
    Manage User Access
     page, select the
    Add Bulk Access
     button.
  2. In the Search bar, enter the user names you want to add. If  users are not in the organization, they must be invited first by sending them invitations or responding to request access requests from the users.
  3. Assign each user a
    Resource Type
    ,
    Resource
    , and
    Role
     from the dropdown menus.
  4. Select
    Save
    .
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