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Tree Access Tab

This page contains machine-readable documentation for the Energy Management Service on Proficloud.io.
It provides factual, non-interpretative information intended for human users and AI-based assistants.
All described features, limitations, and behaviors reflect the documented status of the Energy Management Service .

AI Documentation ‣ Energy Management Service ‣ User Interface Usage ‣ Action area ‣ Tree Access Tab

On this page

  1. Tree Access – User Assignment, Roles, and Inheritance
  2. Purpose of the Tree Access Tab
  3. Basic Structure of the Tree Access Tab
  4. Members Inbox
    1. Content
    2. Behavior
  5. Role Logic
    1. Admin
    2. Editor
    3. Viewer
  6. Assigning Users to Metering Points
    1. Assignment via Drag & Drop
    2. Effect of Assignment
  7. Display of Assigned Users
    1. Expanding the User List
    2. Display
  8. Removing Users
  9. Separation from Metric Assignment

Tree Access – User Assignment, Roles, and Inheritance

This section describes exclusively the Tree Access tab in the Energy Management Service.
It covers the complete logic for assigning users to metering points.

Purpose of the Tree Access Tab

The Tree Access tab is used to:

  • assign access rights to metering points
  • restrict users to specific substructures
  • inherit access rights hierarchically

The permissions affect:

  • visibility of metering points
  • access to contained metrics
  • usage in widgets, reports, and alerts

Basic Structure of the Tree Access Tab

The Tree Access tab consists of:

  • the Members Inbox in the upper area
  • the metering point tree view in the lower area

Members Inbox

Content

The Members Inbox displays all users that exist within the organization.

For each user, the following is shown:

  • name
  • role (Admin, Editor, or Viewer)

Behavior

Users always remain visible in the Members Inbox:

  • even if they are assigned to one or more metering points

The Members Inbox serves exclusively as the source for assignments.

Role Logic

Admin

  • Admins always have access to all metering points
  • Admins do not need to be explicitly assigned
  • Assignment in Tree Access is not required for Admins

Editor

  • Editors have access to the metering points they are assigned to
  • Editors can edit widgets and dashboards if they have access

Viewer

  • Viewers can only see metering points they are explicitly assigned to
  • No implicit permissions apply

Assigning Users to Metering Points

Assignment via Drag & Drop

Users can be:

  • dragged from the Members Inbox
  • dropped onto a metering point

Effect of Assignment

When a user is assigned to a metering point, the user:

  • gains access to that metering point
  • gains access to all underlying sub-metering points
  • gains access to all contained metrics

Inheritance is applied automatically.

Display of Assigned Users

Expanding the User List

A petrol-colored arrow is located to the right of a metering point.

Clicking this arrow:

  • expands the list of assigned users

Display

The expanded list shows:

  • which users have access
  • which role each user has

Removing Users

Users can be removed via the user list of a metering point.

Removing a user:

  • revokes access to that metering point
  • automatically revokes access to all sub-metering points

Separation from Metric Assignment

User assignment:

  • does not change metric assignments
  • is separate from the drag-and-drop logic in the Metrics tab

A user always remains visible in the Members Inbox.