Create views and workspaces using roles for a group of users
This guide will show you how to create different Views and Workspaces for different groups of users in the same application.
For this example we will use the following scenario:
- Company A has two different divisions in Sweden: - 2 vehicles in Stockholm - 2 vehicles in Uppsala
- This company has 4 operators (two in each city) and 1 administrator.
- The operators in Uppsala are not interested in seeing the vehicles and information of Stockholm (and vice-versa).
- For each division, one of the operators is interested in seeing the map only and the Vehicles panel, without any other additional data tabs (vehicles, tracks, track points, events, etc).
- None of the operators will have privileges to modify anything from the interface. They will only be able to log in to the platform and watch their correspondent information.
- Any modification in the application will be performed by the Admin only.
This is the graphical summary of the schema proposed:
View, Workspace and Role definitions
Before starting with the steps to configure this schema, we will explain the differences between View, Workspace and Role:
A View is a filter for users to be able to see, or not, certain elements of the application. This is regularly used when you want to hide/display vehicles or users to a certain group.
A Workspace is similar to the concept of a view, but applies to the number of available windows and tabs displayed in the screen. This is regularly used when you want to simplify the number of elements of visible objects to facilitate the reading of a map in the screen.
A Role is the set of privileges configured for a user or a group of users.
Configuration of the schema proposed
- Creating and assigning Vehicles to tags
- Creating and assigning Operators to tags
- Creating the views
- Creating the new Workspace
- Creating a new Role
1 - Creating and assigning Vehicles to tags
The following steps should be performed as an Admin of the application (or as a Site Admin).
We will create vehicle1 and vehicle2 (both Device types), and will assign them to the tag Stockholm Vehicles.
When you create Devices is recomended to assign them to tags because they will usually belong to a group. Tagging will simplify the management later on.
You can create the tag before creating a vehicle/device (in Admin->Tags) or during creating one.
Create vehicle1, assign it to a tag Stockholm Vehicles, and then do the same with vehicle2.
Now is the turn for Uppsala vehicles. Create them in the same way with their corresponding tags and vehicle names for this division.
In our example, we created vehicle3 and vehicle4 and assigned both to a new tag called Uppsala Vehicles.
2 - Creating and assigning Operators to tags
Now is the time to create Operators tags.
We will create operatorA and operatorB and assign both to the tag Stockholm Operators.
Do the same with Uppsala Operators. Create operatorC and operatorD with a new tag called Uppsala Operators.
As we are logged with the Admin privilege we will be able to see all the objects created:
Notice that we have added a name with more information about the area of this user (ex. vehicle1 - Stockholm). You can edit the Name of the user by editing the user (the loginID will be kept and cannot be modified once created).
3 - Creating the views
The next step will be to create the Views . Go to Admin -> Views and select Add new View.
Now we will start creating a view for Stockholm Vehicles. As we want the Operators to only see Vehicles and not other operators we only select Stockholm Vehicles.
Do the same creating an Uppsala view. Assign this new view to Uppsala Vehicles. This is how your view list should now look:
4 - Creating the new Workspace
At the beginning of this guide, we specified that one of the Operators (from each division) wanted to see only the Map View and the Vehicle panel, without any other additional windows.
To configure this we must create a new Workspace. Go to Workspace -> View and uncheck everything except Map and Vehicles.
Save the workspace by selecting Workspace -> Save as
5 - Creating a new Role
Now we must create a Role for each of our requirements.
We are going to need four different types of roles (with default view and with Map Only View) per site (Stockholm and Uppsala)
First we will go to Admin -> Roles and select Create copy of the role _Operator.
Fill up the information requested, Name, Description, etc. We will call this Role, Stockholm division.
The next step for setting up the roles is to select to which users this Role will be applied. Select operatorA only.
Finally, we have to edit the Privileges part in the role settings. Remove any privilege you don’t want this Operator to have:
- Admin : we removed any Admin role for the Operators.
- _EditUsers: roles (we do not want operators modify any user data).
- _ReadData: we removed everything exept _Me, Stockholm Operators and Stockholm Vehicles privileges.
- Views: we removed View Uppsala (we do not want Stockholm will see Uppsala data).
- Workspaces: we removed everything except the choice of _UseSharedWorkspace -> Map Only Workspace (operatorA will have the choice to select both workspaces).
If we want this new Role to work properly, we need to disable the default _Operator role (otherwise it will override the settings for our new role). We will simply set that this _Operator role won’t apply to anyone by deselecting all the users.
Now we need to create a copy of the Stockholm division role, with the only difference being that we want to have the Map Only Workspace for operatorB.
You will select that this new role will apply only to the OperatorB
We have to remove the _EditSharedWorkspace for this user (he won’t be able to choose the default view).
Next step is to copy the same Role we’ve used for Stockholm division and Stockholm division (map only) this time for Uppsala operators.
We can reuse what we’ve done so far selecting the Uppsala users instead.
- We create a copy of Stockholm division and we rename it Uppsala division. Change the _ReadData and Views privileges to the Uppsala ones.
- We modify the user from operatorA to operatorD
- We create a copy of Stockholm division (map only) and we rename it Uppsala division (map only). Do the same as before. Change _ReadData and View to Uppsala options.
- We modify the user from operatorB to operatorC
At the end we should have all four Roles for the different divisions, each with their correspondent Workspaces and Privileges.
To compare the different results we will display what each type of user sees.
Stockholm operators (default view) logged in with operatorA:
Uppsala operators (map view only) logged in with operatorC. Notice that he is only able to see the vehicle3 and vehicle4 with the map and the Vehicle window:
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