Now that we've created a device and users, we can specify access levels for those users. We'll accomplish this by using roles and tags.
As we learned in Users, roles, and teams, when you add a new user to your team, you'll select a role for that user. You can create a custom role, or use one of the default Formant roles:
|Able to view data for specified devices.
|Able to view data for, and teleoperate, specified devices.
|Able to view data for, and teleoperate, all devices. Able to add and modify views and modules, users, tags, devices, etc.
A tag is a key-value pair which defines a relationship between two entities in Formant. Among their many uses, tags can be used to group devices and restrict user access to certain devices. Only entities with the same tags can see each other in Formant.
For example, if a user has the tag
device-type: spot applied, that user will only be able to see and interact with devices which also have the tag
A user in Formant with no tags applied will have access to all entities within the organization.
- In Formant, in the upper-left corner, open the menu and go to Settings >> Tags.
- In the upper-right corner, click the Add Tag button. Give your tag a name and click Continue. This name is your tag key (e.g.,
- In the tag configuration screen, click the Choose Devices tab.
- Set the tag value you want to apply to your devices (e.g.,
spot). Click Continue.
- Select the device(s) to which you want to apply the tag. Click Continue.
- Click Apply to confirm your changes. Your tag key and value will be applied to your device(s) (e.g.,
Now that we have applied the tag to our devices, we must configure users with the same tags. This will limit user visibility to devices with matching tags.
- If continuing from Step 2, click the back arrow and then go to Users. Otherwise, in Formant, in the upper-left corner, open the menu and go to Settings >> Users.
- Select the user to whom you want to apply the tag. Click Show advanced settings and enter the tag key and value you generated in Steps 1 and 2 (e.g.,
device-type: spot). Alternately, you can click Restrict Access and use this view to see existing tags in your organization and apply them to this user.
- Use the Restrict Access tab to check your work. When you're done, click Save.
The user will now only have access to devices with the same tags.
Suppose your organization has three devices:
...and three users:
spot-viewer-all to be able to view all Spot devices, but not operate any of them. You do not want
spot-viewer-all to be able to view the Fido device.
spot-2-operator to be able to operate only
spot-2. You do not want
spot-2-operator to be able to view or operate
You create the following tags:
device-id. You apply them as follows:
You then navigate to your Users and apply the following tags:
|No tags applied.
spot-2 all have the tag
device-type: spot, these entities are visible to each other in Formant.
spot-2 both have the tag
device-id: spot-2, these entities are visible to each other in Formant.
admin has no tags, it is able to see all entities within the organization.
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Updated about 1 month ago