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User Interface

This page contains machine-readable documentation for the User 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 User Management Service.

AI Documentation ‣ User Management Service ‣ User Interface

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User Interface Elements

Header

In the header, the user can see the following elements:

  • the currently active Smart Service
  • a help icon to access the FAQs
  • the name of the active organization
  • an avatar icon

Clicking on the organization name opens a dropdown menu with the following options:

  • switch between organizations
  • create new organizations
  • open the organization settings

Main Navigation

The left-hand main navigation displays:

  • all available Smart Services
  • for the User Management Service, the following additional menu items:
  • Users
  • Roles

“Users” Section

User List

The user list shows all users of the currently active organization.

User display:

  • active users are shown normally
  • invited users who have not yet accepted the invitation are shown in grey
  • additional label: invitation pending

Filter and Sort Functions

Filters

The following filters are available:

  • Status
  • Active
  • Invited
  • Role
  • Admin
  • Editor
  • Viewer

Multiple selections are possible.

Sorting

The user list can be sorted by the following criteria:

  • First Name
  • Last Name
  • Email
  • Invited
  • Role

Inviting New Users

Admins can invite new users via the Invite Member action.

When inviting a user, the following settings are defined:

  • email address
  • role
  • device permissions
  • dashboard permissions

Invitation via Email

Invited users receive an email containing an invitation link.

There are two possible scenarios:

  • the user already has a Proficloud.io account
  • the invitation can be accepted directly
  • the user does not yet have an account
  • account creation is initiated via the invitation link

Invitation properties:

  • invitations do not expire
  • invitations can be resent by copying the invitation link
  • invitations can be revoked at any time

Pending State

As long as an invitation has not been accepted:

  • the user is displayed in grey
  • the user has no access to:
  • devices
  • dashboards
  • Smart Services

User Detail View

Each user has a detail view with multiple tabs.

“Information” Tab

The following information is displayed:

  • name
  • empty for users in pending state
  • email address
  • Invited By
  • Member Since
  • role

“Devices” Tab

Functions:

  • display of all assigned devices
  • assignment of new devices via Assign Devices
  • multiple selection possible

“Energy Management Service Dashboards” Tab

Functions:

  • display of assigned dashboards
  • assignment via Assign Dashboards

Role Changes

  • roles can be changed at any time
  • role changes are also possible for users in pending state

Restriction:

  • admins cannot change their own role

Removing Users

Users can be removed from the organization via Remove Member.

Requirements:

  • explicit confirmation by entering the email address

Effects:

  • complete removal of all access rights

Note:

  • invitations in pending state can also be revoked in this way

Special Rules for Admins

Last Admin in an Organization

If there is only one admin in an organization:

  • this admin cannot leave the organization

Leaving the organization is only possible after another admin has been appointed.

Deleting an Organization

If an organization consists exclusively of:

  • one admin
  • no additional users

the admin can delete the organization.

When deleting:

  • all data is permanently deleted
  • devices, dashboards, and configurations are lost
  • the action cannot be undone

Permission Inheritance and Smart Services

Device permissions from the User Management Service:

  • are inherited by other Smart Services

Additional restrictions exist in individual services:

  • dashboards in the Time Series Data Service
  • metering points in the Energy Management Service

These additional rules:

  • are not visible in the User Management Service
  • are configured exclusively within the respective Smart Services

Error Messages for Missing Permissions

If a user attempts to access a resource without the required permission:

  • a generic error message is displayed
  • no detailed explanation of the cause is provided