INSIDE Aggregator is a premium service that allows INSIDE users to be assigned to specific Sites and Buildings. An Aggregator Admin user manages these assignments and can assign other Admins and Observer users to particular Sites and Buildings. This functionality is vital for ensuring the appropriate security roles and access for building owners. 

INSIDE Aggregator will allow up to 5 aggregations for all users. Additional aggregations will be a premium feature.

TABLE OF CONTENTS

• User Roles
• User Management
• Aggregation Management
  • Sorting/Filtering
  • Assign User
  • Edit/Delete a User
• Map View

User Roles

Aggregator Admin

• Aggregator Admins have full control over the User Management and Aggregation Management pages for all users in the instance.

Admin

• Admin users have control over the User Management and Aggregation Management pages for their Assigned Aggregations.

Observer

• Observers can view and interact with the data for their Assigned Aggregations.

User Management

Users with an Admin user role can manage users through the Manage Account button in the User Management page. Admins can add, edit, or remove users.

To manage users, from the main Map view, click the Profile icon in the upper right of the map view and click on Manage Account and then User Management on the left navigation panel.

To add a user, click the Add User button in the top right corner. This will bring up the Invite User pop-up.

To invite a user, fill out the forms in the Invite User popup:

1. Select the Role of the user.

2. Fill out the user's First Name, Last Name, Username and Email. To skip sending an email invitation, check the Disable Email Invitation option. 

3. Assign the user to specific areas using the Site and Building dropdowns.

4. Click Invite to finish adding the user or click Cancel to return to the User Management page. 

The newly invited user will now be able to view the Site and/or Building(s) they were assigned to when they log in for the first time. 

For more on the User Management functions, see our User Management page. 

If an alias has been assigned to the Source Names (e.g., the Alias 'Areas' has been assigned to 'Sites'), this will be reflected in the name of the fields in the User Management and Aggregation Management sections. Admins can edit the aliases in the Fields Config section of Manage Account. 

Note: When assigning Sites and Buildings, Admin users can select only from the aggregations assigned to them when inviting new users.

Aggregation Management

The Aggregation Management page displays users associated with assigned aggregations. Aggregator Admins can see all users and their assigned aggregations in the instance, while Admins can see all users with the same assigned aggregations. Admins cannot change their own assigned aggregations.

To manage users, from the main Map view, click the circle in the upper right of the map view and click on Manage Account and then Aggregation Management on the left navigation panel.

All users will be visible in the table on this page, which contains the following columns: Site Name, Building Name, First Name, Last Name, Username, Email, Role, and Date Assigned. 

Sorting/Filtering

To sort any of the columns in the user table, click a header to sort ascending or sort descending, or click to the right of the header to open the Filter submenu to filter by values.

Assign User

To assign a user, select the Assign User button on the top right corner of the Aggregation Management page and fill out the following fields in the Assign User popup:

1. Select the User to be assigned.

2. Assign the user to specific areas using the Site.

3. If a user is assigned to a specific site, optionally narrow the user to specific building(s) using the Building dropdown. Multiple sites can be assigned to a user, but admins will have to select Add Another Assignment to select additional sites. 

4. (Optional) To add a user to another site, click Add Another Assignment to specify the additional site/buildings.

5. Click Save to finish adding the user or click Close to return to the Aggregation Management page without saving.

The user should now only be limited to editing or viewing the assigned Sites and/or Buildings, based on their user role, when in the INSIDE Map view. 

Edit/Delete a User

To edit or delete a user, select from the following icons in the Actions column:

1. To edit an existing user, click the Edit User Assignment (pencil) icon on the right of the user you would like to change. The Edit User Assignment popup will appear to confirm the edited user information.

2. To delete a user, select the Delete (trashcan) icon.  A confirmation popup will ask admins to confirm the deletion.

Map View

When a user is assigned to an aggregation, users will be able to view only the specific sites and/or buildings that they have been assigned to within the map and in the attribute table. The Filter and Export to CSV functions will only search the attributes or export attributes in the areas that have been assigned to a user.