Users Management

Create Users and Groups

The prime source of users is Azure Active Directory (AAD) of the Azure Subscription where the system is installed. The system resources are created within a dedicated Resource Group in that Azure Subscription. In the AAD a dedicated user group (Root User Group) is created where all users with access to the system should be added. The name of this user group is with the name of the Resource Group.

Important note: All users (and groups) members of the Root User Group are automatically synced (periodically) with the system’s internal database.

Purpose: Users and groups in the Upkip can be created by the user with role System administrator from the Upkip Administration.

Precondition: Log in the Upkip Administration as a user with role system administrator.

Figure 1: Upkip Administration - Home page

Click on the button USERS AND GROUPS

Figure 2: Upkip Administration - Create users and groups

Create or Delete Groups

Purpose: Created groups in AAD are related to some department(s) or whole factory. They are used for limiting user rights only to some department(s) or to the whole factory in the Upkip Visualization.

Selecting tab Department groups user is possible to create or delete groups. Figure 3: Upkip Administration - Create or Delete groups

Enter group name in Create group and click Create.

From the Select group in Delete group section select the newly created group and click Delete.

Create User in Upkip

Purpose: User can create new users in the Upkip from Upkip Administration by automatically using azure functionality Create user.

Precondition: User with role system administrator is logged in the Upkip Administration. Click on the menu Users and Groups. Click on the tab Create User.

Figure 4: Upkip Administration - Create new user

Enter user data:

After filling all fields, Create button is enabled. Click Create.

Invite User in Upkip

Purpose: User can create new users in the Upkip from Upkip Administration by automatically using azure functionality Invite user.

Precondition: User with role system administrator is logged in the Upkip Administration. Click on the menu Users and Groups. Click on the tab Invite User.

Figure 5: Upkip Administration - invite users

Enter user data:

After filling all fields, Invite button is enabled. Click Invite.

User has to click Accept Invitation in received email. If user has not Microsoft account, he is guided to create Microsoft account.

User logs with its Microsoft account and click Accept button.

Add User in Upkip

Purpose: User can add in Upkip existing users from AAD. Existing users not added in Upkip are shown in the User drop down list.

Precondition: User with role system administrator is logged in the Upkip Administration. Click on the menu Users and Groups. Click on the tab Add User.

Figure 6: Upkip Administration - Add user to Upkip

Users existing in AAD and not added in Upkip are listed in the User drop down list. Enter user data:

After filling all fields, Add button is enabled. Click Add.

Upkip Visualization Sign in

The created user in Upkip by Create, Invite or Add automatically is synchronized with Upkip internal database.

The new user automatically is added to the corresponding team in the Upkip Visualization (The team is related with assigned role in AAD)

Sign in with Azure AD in the Upkip Visualization as a new created user

Figure 7: Upkip Visualization login form

Click on the button Sign in with Azure AD button, enter username and password.

Figure 8: Upkip Visualization Home page

To check if created user is added to the team in Upkip Visualization, log as a user with role system administrator. Select menu Teams.

Figure 9: Upkip Visualization - Open Teams page

Click on some Team – e.g. Manager (if the new user has role Manager)

Figure 10: Upkip Visualization - Open Team page

Upkip Administration Sign in

Precondition: To log in the Upkip Administration user should have assigned role System Administrator or Organization Administrator.

Navigate to Upkip Administration login page.

Figure 11: Upkip Administration Login page

Click on the button Sign in with Microsoft. Enter Microsoft account user name and password.

Figure 12: Upkip Administration Home page

To sign out from Upkip Administration click on the top right button.

The main elements of the page are:

To sign out from Upkip Administration click on the top right button.

Edit and Delete Users

Edit User role in Upkip

Purpose: Editing user role in the Upkip platform is possible from Upkip Administration Users list.

Precondition: User with role System Administrator is logged in Upkip Administration

Click on the users’ icon and open Users list. Users are created in AAD of the tenant where the Upkip has installed. Users are synchronized with Upkip internal database.

Figure 13: Upkip Administration - Open users form

Figure 14: Upkip Administration - Users list

Find the user in the list and click Edit.

In Edit user form is possible to:

Change user role from dropdown with roles and click OK.

Figure 15: Upkip Administration - Edit user - change user role

Result:

Delete User from Upkip

Purpose: User can be deleted from Upkip platform by deleting in Azure Active Directory (AAD) and then by synchronization removed from Upkip internal database.

User with role System Administrator (Global administrator) is logged in AAD of the Azure Subscription where the system is installed.

Navigate to the Azure Active Directory/All Users. Search for a user, check the user and click Delete user. Confirm “Delete selected user?” with OK.

Log as System Administrator in Upkip Administration. Open users list and click button Synchronize.

Figure 16: Upkip Users list - Synchronize users