Users

Users

Users can perform a number of actions across the whole RCX 360 Ecosystem. To properly manage permissions, users are assigned different roles which can restrict what content they can edit and add, whether they have access to billing information, and even what services they can sign in to.
A user consists of the following:
  1. A name, divided into first name and surname
  2. An email address

Inviting a user

Users can be invited from a few different places:
  1. From the users page,
  2. While editing a project, or
  3. While editing a client.
Invited users will be added to the current workspace, and assigned to any selected projects or clients.
If an invited user already has an RCX 360 account, they will be added to the workspace right away. If they don't, they will receive an email with instructions for setting up their user profile.
New users are required to confirm their email and create a password before they can use their account.

Updating a user's role

From the users page, click the three-dot menu and select "more information". You are then able to change a user's role to something different. Please note that the role you are allowed to change a user to depends on the role of your own account.

Roles

Owner

This is the highest level role that a user can be assigned. When a workspace is created, an initial user is created with this role.
  1. Owners can perform any action for their workspace.
  2. There can only be one user with the Owner role per workspace.
The Owner role can be transferred to another user. To start a transfer, navigate to a user's information page in 360 Manage and select "Transfer ownership".

Administrator

Under an owner are administrators.
Owner and Administrators have the same level of access and can perform the same actions in 360 Manage, but Administrators cannot view billing information.

Manager

The highest-level role that does not have access to workspace actions.
  1. Can add and edit projects, views, and clients,
  2. Can mark views and projects for deletion, and
  3. Can create more users with contributor or viewer roles.

Contributor

The second-lowest role assignable to a user. They have limited actions available to them in 360 Manage.
  1. Contributors can add a new or edit an existing view to existing projects they are assigned to, and
  2. Can mark views for deletion.

Viewer

The lowest level role that can be assigned to a user.
  1. Users with this role cannot perform any actions in 360 Manage.
  2. Viewers can sign in to 360 Manage, but can only update information related to their user profile.
  3. This role exists purely to assign content to someone, so they can view it with 360 View.

In-depth actions for each role

Projects

Owner
Administrator
Manager
Contributor
Viewer
View
✅
✅
Assigned Projects Only
Assigned Projects Only
❌
Add
✅ 
✅
✅
❌
❌
Edit
✅
✅
✅
❌
❌
Delete
✅
✅
✅
❌
❌
Cancel Delete
✅
✅
✅
❌
❌
Assign Users
✅
✅
✅
❌
❌
Unassign Users
✅
✅
✅
❌
❌
Update QR access level
✅
✅
✅
❌
❌

Clients

Owner
Administrator
Manager
Contributor
Viewer
View
✅
✅
✅
✅
❌
Add
✅ 
✅
✅
❌
❌
Edit
✅
✅
✅
❌
❌
Delete
✅
✅
✅
❌
❌
Cancel Delete
✅
✅
✅
❌
❌
Assign Users
✅
✅
✅
❌
❌
Unassign Users
✅
✅
✅
❌
❌

Views

Owner
Administrator
Manager
Contributor
Viewer
Add
✅ 
✅
✅
✅
❌
Edit
✅
✅
✅
✅
❌
Delete
✅
✅
✅
✅
❌
Cancel Delete
✅
✅
✅
✅
❌
Archive
✅
✅
✅
❌
❌

Users

Owner
Administrator
Manager
Contributor
Viewer
View Information
✅
✅
✅
❌
❌
Invite
✅ 
Manager and lower
Contributor and Viewer
❌
❌
Change role of another user
✅
Manager and lower
Contributor and Viewer
❌
❌
Remove from Workspace
✅
Manager and lower
❌
❌
❌
Assign Projects
✅
✅
✅
❌
❌
Assign Clients
✅
✅
✅
❌
❌

Workspaces

Owner
Administrator
Manager
Contributor
Viewer
Edit
✅
✅
❌
❌
❌
Update Billing
✅ 
❌
❌
❌
❌

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