Access & permissions

You decide what users can do by specifying which permissions these users have and what devices they have access to. This is important to maintain a clear, secure, and shielded environment when having users from different departments or parties in your company.

This article shows every possibility to specify access to devices and user permissions, so you can choose the best suitable practice for your situation.

Access to devices

There are different options available when granting access to devices. Access can be granted for specific users and user groups. This access can be granted to specific devices and device categoriesUser groups and device categories play a large role in simplifying the “access” process and can save you time later on.

Example – use case

For example, you’ve granted user group A access to device category X. If you then later add a user to user group A, he’ll automatically have access to all devices in device category X. If you add a device (x500 IoT gateway) to device category X, then all users from user group A will automatically have access to this device. Meaning there’s no need to individually specify which people have access to which devices.

Additionally, users can be granted access to all devices. Below is an overview.

In short, you can grant access to:

Individual devices

The steps below show you how to grant users or user groups access to individual devices.

  • Go to [Devices] in the main menu, select the concerning device, open its [Access] tab, and edit  the “Access to device”.

Management menu

Alternatively, you can go to [Management] > [Devices], select the concerning device, and press edit access .

  • Select the concerning users/user groups and press [Confirm].

Access rules set

You’ve successfully set new access rules. The concerning user(s) may need to refresh the X4 remote page for the changes to take effect.

Device categories

Devices can be grouped in device categories. When a user/user group is granted access to a device category that user has access to all the devices in that category.

You’ll first have to add a device to a device category.

  • Go to [Devices] in the main menu, select the concerning device, press […] in the info section, and select [Edit info].
  • Select the concerning category or add a new category and press [Confirm].

When the devices are correctly categorized you can grant users/user groups access to the device category.

  • Go to [Devices] in the main menu, select the concerning device, open its [Access] tab, and edit  the “Access to devices in category”.

Management menu

Alternatively, you can go to [Management] > [Device categories], select the concerning device category, and press edit access .

  • Select the concerning users/user groups and press [Confirm].

Access rules set

You’ve successfully set new access rules. The concerning user(s) may need to refresh the X4 remote page for the changes to take effect.

All devices

The next steps show you how to give a user access to all devices in a company, which is a user permission that overrules access to a specific device or category.

  • Go to [Users] in the main menu, select the concerning user, and edit  the permissions.
  • Select [Access to all devices] and press [Confirm].

Access rules set

You’ve successfully set new access rules. The concerning user(s) may need to refresh the X4 remote page for the changes to take effect.

User permissions

An overview of all permissions is listed below.

User specific

Permissions are user specific and can’t be set for user groups, since users can be a member of more than one user group.

  • Connect using HTTP: view and operate HTTP services.
  • Connect using VNC: view and operate VNC services. “View only” permission is not available, but can be set per VNC service.
  • Connect using VPN: access your machine as if you are on-site, using a transparent VPN connection. Requires the VPN Client to be installed on your computer.
  • Connect using WebSocket: access WebSocket services.
  • Access to all devices: access to all devices (x500 IoT gateways) in the company. Overrules access to a specific device or category.
  • Edit company info: edit company detailsbranding, billing, and subscriptions.
  • Manage devices: add, edit, and remove devices/device templates/device categories.
  • Manage users: add, edit, and remove users/user groups.

The next steps show you how to change a user’s permissions.

Required permission

You require the permission “Manage users” to change a user’s permissions.

  • Go to [Users] in the main menu, select the concerning user, and edit  the permissions.
  • Select the concerning permissions and press [Confirm].

User permissions set

You’ve successfully set new user permissions. The concerning user(s) may need to refresh the X4 remote page for the changes to take effect.