Giving users the ability to access your Ubidots powered App(s) is one feature that sets Ubidots apart from our fellow IoT Application platforms, giving you the competitive advantage to develop and deploy Ubidots powered Apps to end-users who can see and interact with the Admin-built App.

For example, in a brewery, the shop floor supervisor might want his/her operators to have access to specific dashboards for daily machine uptime, but not the building's HVAC system, as this is data corresponds to the maintenance team. With Ubidots' User Management, you can organize your account's data into separate groups called "Organizations", giving end-users access based on their roles within the company or project.

Ubidots powered App(s) can also be branded with your company logo and domain.

Step-by-Step

Create an Organization
– Customize/Edit the Organization's Settings
Create Roles
– Edit & Delete Roles
– Ubidots Default Roles
Create Users and assign a Role
– Edit Users
Assign Users to an Organizations
– From the Organization
– From the User
Assign Devices to an Organization
– From the Organization
– From the Device
– Bulk assign a Device Group
Assign Dashboards to an Organization
– From the Organization
– From the Dashboard
Export Organizational Data

To begin, let's discuss some Ubidots platform logic:

All Ubidots accounts begin with a single App that can be made available to users by way of a private App login portal. Each App includes and follows the below hierarchical structure.

Admin – person who creates and manages the Ubidots account, its App(s), and its Organizations. 1 Admin possible per Ubidots Account.
App(s) – single IoT solution containing Dashboards, Alerts, analytics, and Organizations containing users with access permission in the form of a role.
Organizations – different branches of Users who have access to the data provided by the App, and controlled by the Admin.
Roles – different authentication groups with designated permissions or restrictions to the tools, features, and data within an Ubidots App.
Users – person(s) able to view an App's data and engage with Ubidots based on the particular Role that they have been given.

Different Apps allow Ubidots Administrators to brand or white-label two or more applications to be accessed by different end-users. All Ubidots accounts begin with a single App. You can easily deploy a new App from the Apps tab in Ubidots.

1. Create an Organization

An Organization is a sub-division of any Ubidots App into different Users, Dashboards, Devices, Events and API Tokens. An Organization can be different customers, different departments of a business, or any other grouping of users, dashboards, and devices.

Creating an Organization in your App

Select "Organizations" from the "Users" tab in the main navbar.
Click on the "+" on the top right corner. Name your Organization and add a description to it (optional).
Click on the green check mark at the bottom right corner. Choose the App the new Organization will belong to.

Customize/Edit the Organization's Settings

With any Organization, you can effortlessly assign devices, events, dashboards, organizational tokens and users using the left-hand Organizational Management panel.

2. Create Roles

In Ubidots User Management, Roles are the different authentication groups with designated permissions or restrictions to the tools, features, and data within an Ubidots App.

Creating a new Role

First, go "Roles" from the Users tab in the navbar.
Click the "+" icon located in the top right corner of the interface to add a new Role group.

When editing permissions, you will see the "✓" next to any enabled permission. When an "X" is visible, the permission will not be available to the users assigned to this Role.

– Ubidots Default Roles

Explorers: can create, edit, view, and delete dashboards and events. They can view the devices, variables, and values, but can't edit or delete these.
Viewers: can view dashboards, devices, variables and their values, but can't create, edit, or delete them.
Dashboard viewers: can only see data dashboards of their organization.
Managers: can do everything an admin can do, except creating, editing, or deleting end-users.
Create your own: using Groups, you can custom create end-user access permissions as you see fit.

– Edit & Delete Roles

To edit or delete a Role, simply select the button corresponding to the action you need from the chosen Role.

3. Create Users and Assign a Role

Users are individuals able to view an App's data and engage with Ubidots based on the particular Role that they have been given.

To create a user, go to "Users" from the "Users" tab in the main navbar. Then...

Assign a username, user email, and password.
Assign the user to one or multiple Organizations (optional).
Assign the user a Role (permissions group).
Send an invitation to the user through the selected email in the first step (optional).

– Edit Users

In the case you need to edit an user, their Role, or see their activity, simply select the desired function from the below list of options:

4. Assign Users to Organizations

When you create a new User, he/she can easily be added to an Organization from the Organization menu or from the User's setting options.

Go to "Organizations" from the navbar.
Select "Users" from the left-management panel.
Click the "+" icon located in the top-right corner of the display.
Assign the User to the Organization.

2) From the User's Settings

Go to "Users" from the navbar.
Select "Organizations and Roles" from the user options.
Assign the User to 1 or multiple Organizations.

After selecting an Organization for your User, you will be asked to specify its Role within the Organization.

5. Assign Devices to an Organization

IMPORTANT NOTE: For billing purposes, a Device can be assigned to ONLY ONE Organization.

Go to "Organizations" from the main Users tab in the navbar and select an Organization.
Step 1: Click on "Devices" on the left management panel.
Step 2: Click the "+" icon located at the top right corner of the screen.
Add any available device to the Organization. If the device does not appear in the available list of devices, the device has already been assigned to a different Organization.

2) From the Device List

Step 1: Go to "Devices" from the main Devices tab in the navbar.
Step 2: Select one, multiple, or all the devices by either clicking on their icon or by clicking on the checkbox at the top left of the Device panel.
Assign the selected devices to the Organization of your choice.

3. Bulk assign a Device Group

Step 1: Go to "Groups" from the Devices tab in the main navbar.
Step 2: Assign a pre-existing Device Group to the Organization of your choice.

6. Assign Dashboards to an Organization

IMPORTANT NOTE: A Dashboard can now be assigned to MORE THAN ONE Organization. Fore more information on this, please have a look at this article.

Go to "Dashboards" from the main Data tab in the navbar.
Select the "Organizational Tree" from the Dashboard selector.

7. Export Monthly App Usage Reports

Knowing the usage of a particular Organization, or all of them, is essential for scaling, budgeting and billing for any integrator or Ubidots service provider. Export the monthly usage of your Ubidots powered App(s) simply from Organization Management section of your App.

Select Organizations from the "Users" tab in the main navbar.

2. Request the "Export Organization data" button in the main control bar.

Other users also found helpful....