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Users and access

The Destinataires (Recipients) page, restricted to administrators, lists the people who have access to the portal for your company, and who receive its emails (invitations, reports).

Users

  1. + Ajouter (Add).
  2. Name, email and, if needed, phone number.
  3. Choose the role:
    • Viewer (reader): can view;
    • Admin: can also invite, set alarms and start updates.
  4. Choose the box access:
    • Tous les équipements (All devices): including those added later;
    • Sélection limitée (Limited selection): only the ticked boxes.
  5. Créer + envoyer l’invitation (Create + send the invitation): the person receives an email to choose their password.

The email address cannot be changed afterwards; the role and the access can.

Tick Destinataire externe (External recipient) for a person who does not belong to your company (a subcontractor, an end customer): they see only the boxes you share with them (at least one must be selected).

To show a single dashboard, without giving access to the boxes, use dashboard sharing instead.