In the Platform Account Settings, users with permissions can view or edit settings of the Company Profile, User Accounts, and User Roles. We will review each of these sections and settings.
Access the Platform Portal
Access the InReality Platform Portal, and enter the provided User ID and Password.
In the top right of the screen, click the User or Company Name to access the Account Settings.
‘From the pop-up menu, click ‘My Account’ to view or update the Account Settings. Accessing the Account Settings page, you may select to view and update Company Profile, Users, Roles, and Alerts & Notification.
NOTE: Depending on the permissions of your account, you may or may not be able to access these settings. Once within the settings, you may or may not have access to view or edit some of the sections reviewed below.
Profile
The Profile page consists of five sections: Company Details, Units, Personal Details, API Key and Subscriptions.
- Company Details: Company Name, Country and Types of Venues can be viewed and updated.
- Units: Choose to display Fahrenheit or Celsius in the Dashboard, KPI Cards and Funnel Reports.
- Personal Details: The original User’s Name and Email Address can be viewed and updated.
- The API Key for the account can be viewed and a new API Key can be generated.
- Subscribed Plans
- Subscriptions are required for Camera Analytics devices.
- The purchased Subscriptions will be displayed in this section along with the Status and Expiration Date.
Password & Security
4.1- Change Your Password
To change your password for the platform, click ‘Change Password’ as shown below. Enter a new password into the ‘Password’ field, then enter it into the ‘Confirm Password’ field and click ‘Save’.
4.2- Two-Factor Authentication
Two-Factor Authentication (2FA) has been added to the platform, for use with the following mobile platforms: Android, iOS, BlackBerry OS. As shown below, slide to enable and click ‘Save Change’ in the top-right. The platform supports ‘Google Authenticator’ and ‘FreeOTP’.
Users
In the Users section, additional users may be added, edited and viewed. At the top of the screen, in the Account Settings menu, click on the ‘Users’ tab, as shown below.
The Users page is displayed with a list of the existing user accounts. The User Name, Email address, and the user’s Role is displayed. The Venues or Stores which the user has permissions to are also displayed. To edit or delete an account, click the edit or trash icon at the far right of the account name.
Create a New User Account
To create a new account, click the ‘Create New User’ button at the top-right of the page. In the new window enter the appropriate data into the User Name and User Email fields. Select a Role from the drop-down menu: Admin, Sales/Exec, Data Manager, Support, Implementer. Then enter and confirm the password. Click ‘Update’ to save the user account.
User Venue Permissions
Each User can be assigned permissions for specific Venues. If the permissions are not updated, ‘All’ is displayed, and the User will have access to all Venues in the account.
To edit the permissions for one or more Users, click the checkbox to the left of the User Name(s), as shown below. To select specific Venues, click and move the ‘All Venues’ slide to the left to disable ‘All Venues’, and then click ‘Save’, as shown below.
Then click to select the desired Venue(s) checkbox to assign to the User. Click ‘Save’ as shown below.
User Roles
In the Roles section, user permissions are configured. At the top of the screen, in the Account Settings menu, click on ‘Roles’.
User Types
There are five types of users provided. These names cannot be updated:
Admin Sales/Exec Data Manager Support Implementer
Areas of Function
Permissions are granted to 26 areas of function within the Platform Portal. These are areas such as the Dashboard, KPI Editor, Venues, Layouts, Areas of Interest and Employee Management. Some of the 26 areas include more specific functions, such as Users, Roles, Subscriptions, etc.
- Cloud Data Retention: User can set length (days) data is stored and anonymize screenings.
- Profile: Access to manage basic account settings, such as Company Name, API Key, etc.
- Roles: Manage the capabilities and access to functions for each Role type in the system.
- Users: Access to manage the system User Accounts.
- Administration: Access to manage the ‘Admin’ Role, in the ‘Users’ section.
- CMS: Provides access to the (InReality CMS) Content Management System.
- Dashboard Access: Provides access to the platform Dashboards.
- Data on Demand: Allows user to manage Data on Demand and the AutoPay feature.
- Device: Access to installed Devices with status and actions for each Device.
- Formula Editor: Manage account formulas used in the Dashboards, KPI Cards, etc.
- Funnel Reports: Provides access to the Funnel Report section of the platform.
- Heatmap: Access to the Heatmap, from the main menu.
- KPI Cards: Access to KPI Card editor to manage the KPI Decks and Cards and account metrics.
- Permission: Currently this setting has no function.
- Reports: Includes breakdowns: Activity Log, Analytics, Compliance, Contact Tracing, Schedules
- Rules Configuration: Provides access to manage the Rules used for responsive triggering.
- Alerts Management: Provides user permission to create and manage the system Alerts.
- Q&A Management: User manages the Safe Space Questionnaires used in Q&A screenings.
- Workflow: Provides access to manage the end-user’s experience during the screening process.
- Scenario Editor: Manage the time periods and intervals of the sprints, used for Data Analysis.
- Setup-Staff Exclusion: Manage the exclusion of employees from some data collection tools.
- Setup-Areas of Interest: Access to define the list of monitored locations (AOIs) within Layouts.
- Setup-Data Upload: Access to ‘Setup - Data Upload’ functionality.
- Setup-External Data: Access to ‘Setup - External Data’ functionality. Not used with Safe Space.
- Setup-Layouts: Access to manage the Layout templates used in configuring the Venues.
- Setup-People Management: Access to ‘People Management’, to edit accounts.
- Setup-POS Mapping: Access to manage ‘Setup-POS Mapping’.
- Setup-Venues: Manage the list of physical locations (Venue) and the Layout applied to it.
- Subscribed Plans: Manage subscriptions for controllers; view subscribed plans under Profile.
Permission Settings
For each of the areas, a Role can be assigned five types of permissions. These include:
- Full - All Permissions
- Read - Can only read, cannot create, edit, or delete
- Write - Can create and edit
- Modify - Can edit, but cannot create or delete
- Delete - Can delete
Along with these five levels, a couple areas include an option to Publish or Impersonate.
Assigning Permissions to User Roles
When assigning permissions, when you select ‘Full’, all permissions are assigned to the Role, for the associated area (e.g. Reports). When ‘Full’ is selected, no other Roles need to be selected.
If ‘Full’ is not selected, then you must select each of the permissions desired (e.g. Read, Write, Modify, Delete). Note: Selecting ‘Write’ does not give you Read permissions by default; you must also assign ‘Read’ permissions. Also, ‘Modify’ permission allows the user to edit, but not create (e.g. edit a Formula).
Permissions for each of the five User Types must be assigned, if you are using all User Types. You may choose to only use a few of the User Types. Click on the Type Name (e.g. ‘Support’, select the desired permissions, and click ‘Save Changes’ in the top-right corner of the page.
Following is a screenshot of the Roles page, assigning permissions to the ‘Implementer’ user type.
Alerts & Notification
The ‘Alerts & Notification’ settings allow users to set two types of alerts - Network Alerts
and No Data Alerts.
Users can select Venue, AOI, Interval, and add email recipients for both alerts.