Manage Users

Main Fields

• Name — a name made only of spaces is refused. Leave it empty and the account name is taken from the email. A name is at most 200 characters.

Create a User

1. Open the Users page. If the plan's user limit is already reached, Create User stays disabled and the page says so. On Free that limit is 1.
2. Click Create User.
3. Enter the user details.
4. Choose how to share login:
   • Send email — Autoconnecto emails the login link and temporary password.
   • Copy link and password — after save, copy text to share on WhatsApp or another channel.
5. Configure notifications and access scope.
6. Save the user.
7. If you chose copy-link, use Copy in the share dialog. The invitee must change the temporary password on first sign-in.

Invite again (full user lifecycle)

These stay available after create (not on your own account):

• Send email — resets a temporary password and emails login credentials again.
• Copy link and password — resets a temporary password and shows copy/share text.

Re-invite replaces the current password with a new temporary one. Use only when the user needs a new first-login password.

Change password (logged-in)

Any signed-in user (except while impersonating) can open Change password in the app header, enter the current password plus a new password, and confirm. Forgot password remains available on the login page.

Edit a User

1. Open the Users page.
2. Choose a user.
3. Open the edit form.
4. Update the user details.
5. Save the user.

Delete a User

1. Open the Users page.
2. Choose a user.
3. Delete the user.
4. Confirm the deletion.

Login as User

1. Open the Users page.
2. Choose an eligible user.
3. Click Login as User.
4. Switch into the selected user session.

Login as User (and Exit / support login) clears dashboard selection memory and device name caches so the session does not keep another user’s selected entity.

Messaging Validation

When messaging alerts are enabled, a valid phone number is required.

Alarm Severity Selection

At least one alarm severity must be selected for notifications.

Access Scope

Assigned assets, assigned devices, device types, device profiles, and assigned dashboards depend on whether the matching global access switch is enabled.

• Global Asset / Device / Dashboard Access on — user can see all of that resource type in the tenant.
• Switch off — select specific grants:
  • Assigned Assets — devices on those assets (and child areas/zones under a site) are included.
  • Assigned Devices — fixed device IDs.
  • Device types (live) — every device of that type, including ones created later.
  • Device profiles (live) — every device on that profile, including ones created later.
  • Assigned Dashboards — which boards appear in the list.
• Asset, device ID, type, and profile grants combine (OR). A device is visible if any grant matches.
• Tenant owners and admins always have global access regardless of these flags.
• Dashboard assignment controls which dashboards appear in the list and can be opened. It does not change who can create or edit dashboards (that remains role-based).
• Device “target dashboard” on the device form is only a default navigation target, not an access grant.
• Attaching a device to an asset is optional. Access Scope does not require it.
• System integrators running several client sites in one tenant: see System integrator playbook.

Protected Owner Accounts

Protected owner accounts have restricted editing and cannot be deleted.