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Permissions

In the DataPortal, you can assign each user individually a Permission Set.

A Permission Set is a group of entitlements consisting of levels and subjects that can be organized by user roles. User roles combine specific Permission Sets to represent a functional role within your organization. Permission Sets are assigned during user account creation. For details, see User Management.

The following documentation gives you an overview of:

  • the subjects including the entitlements for each level
  • the assignment of user roles

Levels

The level defines which actions the user can perform for a given subject.
Beginning with level View, each successive level contains the capability provided for in the previous level.

Level Description
None The user can sign in to the DataPortal but has no subject visibility.
View The user can consume the subject data but cannot remove or change the configuration. The account is limited to read access.
Maintain The user can perform management operations (i.e. set password, change name) on a pre-set configuration for the subject
The user however usually cannot perform create/delete operations.
Admin Full operation capability including create/delete for a given subject in all visible organizations. The account is able to perform CRUD (create, read, update and delete) operations for users and subjects for all visible organizations for the subject.

Note

Keep in mind that Permission Set Levels are applied across all child organization units.

Subjects

The Permission subject defines the DataPortal entity or object that the level applies to. The principle DataPortal subject, descriptions and permissions levels are described in this section.

The following subjects are available for assigning permission levels to users:

Subject Descriptions

The following tables list the available subjects along with their descriptions for each permission level.

Assignment Subject

The Assignment Permission Set is allows users to edit and maintain Assignments.

Level Description
View Allows access to assignments.
Maintain Allows updating the:
- assignment title
- assignment description
- assignment time range
- assignment external key
- assignment status
- assignment machines
Admin Allows creating a new assignment.
Allows deleting a new assignment.

Note

Assignments access is limited to exact organization unit match.

Contract Subject

The Contract Permission Set allows users to edit and manage the contracts of the machines' CU.

Level Description
View View contract data for the machine with the basic attributes:
- contract identifier
- order number
- state
- end date
Submit a contract renewal request.
Maintain View the contract attributes:
- tariff description
- activation date
- start date
- next billing date
- tariff begin date
- tariff end date
Perform Go Live requests on provisioned machines.
Admin

Dashboard Subject

The Dashboard Permission Set allows users to edit and manage organization and model dashboards for their organization(s).

Note

This permission can be only granted to users within tenant organization and of Organization Type "OEM".

Level Description
None The user is not allowed to edit or create dashboards.
Admin Allows to edit and manage dashboards.

Note

Assignment of additional dashboards to lower level organizations will break the chain of inheritance. Please refer to chapter Dashboard.

Location Subject

The Location Permission Set governs user access to location data for all events, tracking, reports, maps and notifications. Location access is set to none by default and must be configured by an administrator.

Level Description
None The user is not allowed to see any location data.
Latest location The user location data view is restricted to the current location.
Location history The user can view the latest location and location history.

Maintenance Task Subject

The "Task" subject is referred to as the Maintenance Task Subject within this manual.

The Maintain permission level for this subject is typically granted to the Dealer user role
Tasks can be seen if the user can access the machine.

Level Description
View - Enables users to see the scheduled Maintenance Tasks.
- Users with solely machine view permission can also see them.
- The status Upcoming, Overdue, Completed and Skipped can be viewed, but not edited.
- Checklist item updates can be viewed only when the maintenance task has been completed, but not in the History
They will appear as "Pending" until the task is completed, then will show as the actual state.
- Print Maintenance Tasks.
- View the feature Acknowledge Maintenance Tasks
Maintain Can change the status of a maintenance tasks for a machine
Can update the activities checkboxes and the completion note
Can view the History of the assigned maintenance task.
Admin Can assign a maintenance task to another user
Can view the History of all maintenance tasks
View the signature for Acknowledge Maintenance Tasks

Operational Subject

The Operational:View Permission Set allows read-only access to Product Data and selected Related Service Data via the Proemion REST API. It was introduced to support compliance with the EU Data Act (Regulation (EU) 2023/2854) and is only used for the creation of REST API Clients to facilitate data access. The Operational:View Permission Set can replace the previous Permission Set for relevant endpoints, enabling secure access to the required data.

For example, if an endpoint previously required Machine:Admin Permission Set for reading Related Service Data, it can now be accessed with either the Machine:Admin or the Operational:View Permission Set.

Level Description
View Allows API clients to retrieve readily available Product Data and selected Related Service Data. This level does not allow modification of machines, configurations, actions, or services and does not provide access to Derived Information.

Organization Subject

The Organization Permission Set allows users to edit and manage users and machines of the organization (unit).

Level Context Description
View - User can view organization units.
Maintain Org Unit View:
- OEM external key (filter and sort)
Move:
- machines to a different organization unit
- users to a different organization unit
Update:
- organization unit parent based on the candidate list
- organization unit type
- organization unit Name
- user Permission Sets
Retrieve a list of:
- organization unit parent candidates
- user Permission Sets
Create an organization unit.
Delete an organization unit.
Share machines to a different organization unit.
See Machine Share Definitions
User Retrieve a list of all users or a single user's details.
Update:
- user details
- user email
Create new user.
Change a user's ban status.
Resend and invitation email to an inactive user.
View the last login and the email address of users.
Details Allows access to the data analytics instances of your organization unit.
Admin Org Unit Create and change the OEM external key (only as admin of the parent organization)
User Create new user.
Assign user roles.
Change a user's ban status.
Resend and invitation email to an inactive user.
View the last login and the email address of users.
Dashboard Create Edit and Delete sets of metrics used in efficiency definitions.

Realtime Subject

The Realtime Permission Set controls access to real-time related functionality, pages, and device behavior and allows users to change settings for the CANlink® mobile 3600.

Level Description
View Grants read-only access to protected real-time data.
Allows to view real-time events on the Events page.
Allows to view real-time related information on the Diagnostics page.
Grants read-only access to the Remote Machine Tunnel feature.
Admin Provides full control over real-time functionality, e.g. endpoint management for the Remote Machine Tunnel .
Can switch the CANlink® mobile 3600 to Realtime/Logging.

Report Subject

The Report Permission Set is used for Reports.

Level Description
View Enables user to view report pages.
Maintain -
Admin -

Tenant Subject

The Tenant Permission Set allows users to edit subjects on the tenant level.

Level Description
View -
Maintain -
Admin Can Configure the DataPortal Imprint document.
Can upload legal documents (Privacy Policy and EUA) in different languages.

Theme Subject

The Theme Permission Set allows users to edit and manage themes for their organization.

Level Description
None The user is not allowed to manage the theme.
Admin Allows to edit and manage themes.

GeoArea Subject

The Geo Area permission allows users to manage Geo Areas.

There is no distinction between the levels. One Permission Set allows to create, modify, delete geographical areas bound to organizations.

AEMP Subject

Note

The AEMP Export API is a read-only (unidirectional) interface and thus only the view level is applicable.

The AEMP permission set allows users to access the DataPlatform via the AEMP API interface by using API clients
AEMP permission is by default set to none for new accounts and can be enabled via the DataPortal
For more information about accessing the AEMP interface, read Access AEMP Service.

Level Description
None The user is not allowed to use AEMP export/import service.
View Allows access to the DataPlatform via the AEMP API interface.

Machine Subject

The Machine permission set allows users to configure and manage machines.

Level Description
View Enables user to view machine data.
Allows activating GeoLeash on this machine.
Allows deactivating GeoLeash on this machine.
Allows access to GeoLeash configuration and history for this machine.
Allows configuring Timefence.
Allows changing the:
- machine name
- GeoLeash length configuration for this machine
Maintain Allows assigning a model to a machine.
Allows switching CU's communication mode between logging and realtime.
Allows starting a realtime diagnosis session for the current user on this machine.
Allows starting a realtime diagnosis session for the current user.
Admin Provisioning
Enables user to transfer files to and from the machine via browser including viewing history.
Allows:
- modify machine serial number
- modify machine PIN (Product Identification Number)
- modify machine VIN (Vehicle Identification Number)
- view PDCs
- assign a PDC to a machine
- view configurations and bundles
- view current and historical COTA requests of a machine
- create a COTA request for a machine
- view current and historical FOTA requests of a machine
- create a FOTA request for a machine

Model Subject

The Model permission set allows users to configure and manage the machine models.

Level Description
View Enables user to view machine model data.
Maintain Allows changing the:
- model name
- model description
- model image file
- model data configuration (PDC)
Allows overriding the data configuration (PDC) assigned to machines at model level by assigning a data configuration to a specific machine.
Allows the assignment of Asset Types.
Admin Allows create/update:
- a new model
- a threshold for a signal
- a new Asset Types (only as OEM organization unit)
Allows deleting:
- a model
- a threshold for a signal
- an Asset Types (only as OEM organization unit)
Allows management of PDC files:
- view PDCs
- upload
- download
- assign to a model
- assign to a machine
Allows management of COTA and FOTA
- view configurations and bundles
- create configurations and bundles
- download configuration files
- view current and historical COTA requests of a machine
- create a COTA request for a machine
- view current and historical FOTA requests of a machine
- create a FOTA request for a machine

Note

Models assigned to the parent organization of a machines org unit are visible to the machine owner.