How to manage user roles in the NavVis Portal

User administration is now available in the NavVis Portal from the User Management screen. If you are an Account Administrator, you can view and control permissions for NavVis Portal users within your company. 

What is an Account Administrator?

When you have the role of Account Administrator, you can assign roles and associated permissions to users. The permissions you give to the user are organized into user roles. You can assign these roles to different users. By assigning user roles for users within your company, they will only have access to the resources that apply to them. As an example, there might be a user allowed to access the resources on the NavVis Portal, but not allowed to raise support cases. 

How do I become an Account Administrator?

Every company account for the NavVis Portal will have at least one Account Administrator by default. The Account Administrator for your company account is the only one able to nominate new Account Administrators. If you have questions, please contact your Customer Support Manager (CSM) and they will help you set an Account Administrator for your company account.

Where to find User Management?

Login to the NavVis Portal as an Account Administrator, select My Profile > User Management. You can also access it by navigating to this link. 

What user roles are available?

There are five different user roles in the NavVis Portal that the Account Administrator can assign. Each user role can perform the specific actions detailed below. 

Authenticated User (Default Role):

• Assigned to every user that signed up for NavVis Portal.

• Access to protected sites (for example, NavVis Academy and NavVis Documentation).

• Post/Answer in the NavVis Forum.

Authorized Support Contact:

• Inherits all rights of the Authenticated User.

• Ability to create, view, and edit support cases.

Support Contract Manager:

• Inherits all rights of the Authenticated User.

• Access Support Management to create, view and edit all (open and closed) cases in the name of every user in the same company.

Authorized Instance Manager:

• Inherits all rights of the Authenticated User.

• Access to Instance Management to book and edit Desktop Processing NavVis IndoorViewer instances on behalf of the company associated with the user.

Account Administrator:

• Inherits all rights of the Authenticated User, Support Contact Manager and Authorized Instance Manager.

• Ability to access User Management to view and edit user roles for every user associated with the same company.

How to add a user role to a user?

To add a user role to a user, follow these instructions: 

1. Click the user profile at the top right of the screen and select User Management (only available to Account Administrators).

2. From the User Management screen, choose the user you want to assign a user role to.

3. Click the drop-down arrow to the right of the chosen user.

4. Select Edit User Roles.

5. From the User Roles screen, click Add User Role.

6. Under the Name heading, select the user roles to assign. The role is added to the Selected Records field.

7. To confirm, click Add.

8. The associated user role is now visible in the User Roles screen.

9. Click Submit.

How to remove a user role for a user?

In order to remove a user role from a user, follow these instructions: 

1. Click the user profile at the top right of the screen and select User Management (only available to Account Administrators).

2. From the User Management screen, choose the user you want to remove the role from.

3. Click the drop-down arrow to the right of the chosen user.

4. Select Edit User Roles.

5. From the User Roles screen, click the drop-down arrow next to the user role you want to remove and select Remove User Role. 

6. To confirm, click Remove User Role. The associated user role is now removed from the user.

How do you add new users to the NavVis Portal?

To register a new user for the NavVis Portal, please ask the user to self-register using their company e-mail address, and have them login with the newly created account to the NavVis portal at least once. If a user is related to your account and does not show up on the NavVis Portal User Management screen, please contact your Customer Support Manager (CSM) and ask them to add the user to your account.