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users-sharing [2018/06/14 13:55]
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-===== Users =====+====== ​Definitions (Roles-Based Management) ​====== 
 +Teams working in Plum Fuse can use roles-based management to set permissions to enable members to perform different functions when creating and managing applications. Every Fuse account contains two different types of users. ​
  
 +  * **Account:​** An instance of Fuse+ operated by one or more users, typically on behalf of an entire company.
 +  * **Admin:** An individual who administers a Fuse+ account
 +  * **User:** An individual who has access to a Fuse+ account.
  
-==Definitions== 
  
-  * **Account**:​ An instance of Fuse+ operated by one or more userstypically on behalf of an entire company+To help illustrate how companies can use roles-based management in Fuse, we’ve created ​an example of the sort of teams we see companies use with our platform. 
 +---- 
 +=== Our sample team consists of four people: ===
  
-  ​* **User**: ​An individual who has access to a Fuse+ account.+  ​An Admin 
 +  - A Developer 
 +  - A Data Analyst 
 +  - An Audio Manager
  
-===User ​Types=== +The actions that users have access to in Fuse help define each of these roles. 
-Every Fuse+ account has a single admin user and can have multiple non-admin users. When a user signs up for a Fuse+ account, that user becomes the Admin for that account by default. The Admin can then add more users with the Manage Users section on the My Account page. The admin user is typically the individual responsible for the entire Fuse account. If you need to change the administrator of your Fuse+ account, please contact your Plum Voice Account Manager.+---- 
 +==== Common ​User Roles ==== 
  
-The primary difference between admin and non-admin users is that admins have the ability to manage all the users for the account. Admins ​also have the ability to manage all the phone numbers associated with the accountFor more information about these options, see the [[my-account|My Account]] page.+=== 1. Admin === 
 +The user who creates ​the account becomes ​the admin by default. Admins have complete control over application developmentAdmins have additional powers that no other users have
  
-===Getting Started=== +**Application Development Actions** 
-Every Fuse+ user must correspond to a unique email address. Email addresses do not have to reflect a specific domain. Admins can add any email address to their account as long as that address is unique.+  * Build applications 
 +  * Clone applications 
 +  * Share applications 
 +  * Deploy applications 
 +  * View Reports 
 +  * Control audio management 
 +  * Access VoiceTrends data 
 + 
 +**Unique Admin Actions** 
 +  * Create account 
 +  * Invite news users 
 +  * Manage users and user permissions 
 +  * Provision new phone numbers 
 +  * Manage account phone numbers 
 +  * Control Report Viewing 
 + 
 +To change the administrator of your Fuse+ account, please contact your Plum Voice Account Manager. 
 + 
 +Admins can add more users with the Manage Users section on the My Account page. Every Fuse+ user must correspond to a unique email address. Email addresses do not have to reflect a specific domain. Admins can add any email address to their account as long as that address is unique.
  
 If an email address was used anywhere else in Fuse+ to get an account, the system will throw an error. For example, if a user has an existing Fuse trial account, and then wants to get added to their company'​s Fuse account using the same email address it will not work. If an email address was used anywhere else in Fuse+ to get an account, the system will throw an error. For example, if a user has an existing Fuse trial account, and then wants to get added to their company'​s Fuse account using the same email address it will not work.
-=====Sharing===== +---- 
-Admins can control users’ ability to create and share applications within their Fuse+ account. Users with sharing enabled can only share applications with other users in their account.+=== How to Add New Users ===
  
-Users can share apps with any other user within an account, including admins, as long as the target user has sharing permissions enabled. However, only the user who created the app can edit/​update/​change a shared app.+Admins ​can add more users with the Manage Users section on the My Account page
  
 +  - To add a new user click on the {{:​playground:​my_account_button.svg?​nolink&​85x30|}} button in the upper right.
 +  - In the My Account section click the {{:​playground:​manage_users_button.svg?​nolink&​101x28|}} button on the right side of the screen.
 +  - In the Manage Users section, click on the {{:​playground:​add_user_button.svg?​nolink&​74x28|}} button. This opens a new window where you enter the new user’s first and last name, email address, and select their permissions. ​
 +    * **Can Share**: Enables the user to share applications that they own with other users in the same Fuse account.
 +    * **Can Create**: Enables the user to create new applications. The ‘create’ permission also allows users to clone applications they create or applications shared with them by other users. (In order to edit an application owned by another user, you need to clone it first. You can then edit the cloned instance of the application. Only the user who owns an application can directly edit it.)
 +  - Click the {{:​playground:​add_button.svg?​nolink&​44x28|}} button when finished to add the user to your account.
 +
 +
 +**Note:** Every Fuse+ user must correspond to a unique email address. Email addresses do not have to reflect a specific domain. Admins can add any email address to their account as long as that address is unique.
 +
 +If an email address was used anywhere else in Fuse+ to get an account, the system will throw an error. For example, if a user has an existing Fuse trial account, and then wants to get added to their company'​s Fuse account using the same email address it will not work.
 ---- ----
 +=== 2. Developer ===
 +The developer in this example has the full range of application development actions. ​
  
-To share an application,​ click on the share ( {{:share.svg?nolink&​16x16|}} ) icon. This opens a pop-up window that contains a field for entering another users email address. ​+{{:playground:​fuse_docs_add_developer_user.png?600|}}
  
-It's important to be aware of the permissions associated with sharing ​appsIf you are sharing ​with a user who has the ability create ​apps, the options for View Apps and Clone Apps are automatically enabled and cannot be changed. If the user does not have the ability to create Fuse+ apps, the Clone Apps option will be unchecked and similarly unable ​to be changed+When creating a Developer account, ​the Admin enables application ​sharing ​and creation powersIn terms of building, managing, and sharing apps, the Developer has the same abilities as the Admin. With these permissions settings the Developer can also clone ( {{:​clone.svg?​nolink&​16x16|}} ) applications that other users share with them and then modify those apps. The ability to share enables ​the developer ​to share applications with other users who have sharing enabled, including the admin.
  
-Click the ( {{:​plus_purple.svg?​nolink&​14x14|}} ) button to add the users to the application. Repeat this process until the application is shared with all desired ​users. After clicking the ( {{:​plus_purple.svg?​nolink&​14x14|}} ) button, Fuse adds the new user to a table in the same window+Unlike ​the Admin, ​the Developer cannot assign phone numbers ​to application ​deployments or enable other users to view reports for applications.
  
-You can also grant shared users the ability to access the [[audio-manager|audio manager]] for your application. ​The manage audio option is unique because gives users the ability ​to manage ​the audio in the original applicationThis is the only sharing option that allows other users to make live edits to an existing application they do not own.+**Available Actions** 
 +  * Build applications 
 +  * Clone applications 
 +  * Share applications 
 +  * Control ​audio management 
 +  * Access VoiceTrends Data 
 + 
 +---
 +=== 3. Data Analyst === 
 + 
 +Only needs access to application ​data, analytics, and reports. 
 + 
 +{{:​playground:​fuse_docs_add_data_user.png?​600|}} 
 + 
 +In order to access ​the necessary information,​ it is necessary ​to share applications with the Data AnalystWith sharing enabled and creation disabled, ​the Data Analyst can view applications,​ but cannot edit them, nor can the Data Analyst create new applications. 
 + 
 +**Available Actions** 
 +  * Share applications 
 +  * Control audio management 
 +  * View Reports (as assigned) 
 +  * Access VoiceTrends data
  
-{{:​share_an_application.png?​nolink&​599x353|}} ​ 
  
 ---- ----
  
-===Sharing ​FAQs=== +=== Admin Perspective ===  
-**If user in my account shares ​an app with mecan I edit that app?**\\ + 
-Not at this timeCurrentlyonly the user who created/​owns an app can edit itIt is possible ​to clone the application and then make changes ​to it. Plum recommends that users establish clear guidelines about cloning apps within their accountsespecially when collaborating with other usersin order to reduce confusion ​and clutter ​and to ensure clearconsistent workflows.+==== Sharing ​A Report with the Data Analyst ==== 
 + 
 +An application can only have one phone number associated with it at time. In order to access reports on an applicationthe Admin must grant the Data Analyst access to each phone number individually. 
 + 
 +{{:​playground:​fuse_docs_admin_share_report_1.png?600|}} 
 + 
 +Select A Report Based on Phone Number 
 + 
 +{{:​playground:​fuse_docs_admin_share_report_2.png?​600|}} 
 + 
 +==== From Data Person’s Perspective ==== 
 + 
 +When the Data Analyst visits the Reports page after the Admin shares the report with themthey see something similar to the image below. 
 + 
 +{{:​playground:​fuse_docs_data_view_report.png?​600|}} 
 + 
 +A drop-down menu appears with a list of users who have shared reports with the Data AnalystAnother drop-down menu contains a list of the phone numbers shared with them. 
 + 
 +---- 
 +=== 4. Audio Manager === 
 + 
 +The Audio Manager ​is likely someone in marketing and in charge of creating and managing audio files for application branding. This requires access ​to the audio settings of Fuse applications.  
 + 
 +{{:​playground:​fuse_docs_add_audio_user_1.png?​600|}} 
 + 
 +The ability ​to edit audio is not a universal setting; instead ​it is controlled on a per application basisThereforethe Audio Manager does not need the ability to share or create applications. 
 + 
 +Because they all have sharing permissionsthe Admin, Developer, or Data Analyst can assign an app to the Audio Manager. In order to do this, a user with sharing permissions must go to the Applications section of Plum Fuse. 
 + 
 +Locate the desired app and click on the gear icon ( {{:​gear.svg?​nolink&​16x16|}} ) in the upper right corner. Click on the sharing icon ( {{:​share.svg?​nolink&​16x16|}} ).  
 + 
 +{{:​playground:​fuse_docs_add_audio_user_3.png?​400|}} 
 + 
 +This brings up a new window. Type the email address of the Audio Manager in the field and click the plus button ( {{:​plus_purple.svg?​nolink&​14x14|}} ) to share the application. After adding the Audio Manager you will see the granular permissions for the Audio Manager. 
 + 
 +View Application is checked by default. The app will appear in the Audio Manager’s application section. When they open the application they will be able to view all the piecesbut they will be unable to make or save changes. 
 + 
 +Clone Application is greyed out by default. The Audio Manager doesn’t have app creation permissions so this isn’t an option for them. 
 + 
 +Manage Audio - Ensure this option it checked and then click the Update Sharing button. 
 + 
 +{{:​playground:​fuse_docs_add_audio_user_2.png?​600|}}
  
-**Can multiple individuals at the same company have their own Fuse+ accounts?​**\\ +Now when the Audio Manager opens an application, they can navigate ​to the Audio Manager section and update the necessary audio components of the app.
-Yes, however, they will not be able to share applications with each other. Only users within ​the same account can share applications with each other.+
  
-**If multiple people at my company have their own Fuse+ accounts, can one of them invite another to join their account?**\\ +{{:​playground:​fuse_docs_add_audio_user_4.png?400|}}
-Fuse+ accounts are based on email addresses. If the owner of Account A invites the owner of Account B to join their account, Fuse will generate an error for the owner of Account A because the email address associated with Account B already has a Fuse account.+
  
-**When we were trying out Fuse+ several people at my company created accountsNow that we’ve settled on Fuse+ can we combine those accounts?​**\\ +To remove audio management permissions follow the same steps, but uncheck the Manage Audio option in the application sharing windowTo completely remove a user from viewing or managing an appdelete the user from the application sharing window by clicking the (X) next to their email address followed by the Update Sharing button.
-Yesplease contact your Plum Voice Account Manager ​to get this process started.+
  
-**I’m accessing an app that another user in my account built with a Jump to App module. What happens when that user updates the app on their end?**\\ +The following charts illustrate the sharing abilities relating ​to Applications,​ Reports, and Audio, based on the settings described above(Remember, audio management is an app-specific setting, not a universal one.)
-You can set the Jump to App to module to jump to a specific version of the applicationThe module also provides ​an option to automatically jump to the newest version. If you choose this optionany updates or changes made by user who created/​owns the app will automatically get pushed out. If you do not select this option, you will have to manually update the Jump to App module after each update to the app.+
  
-**I’m the administrator of my account. I have multiple users in my account that are developers, and each is responsible for building and managing a section of our app. They have all shared their apps with me and I’ve connected everything with Jump to App modules. As the admin, can I update the different sections of the app?**\\ +{{:​playground:​fuse_roles_sharing_chart.png|}}
-No, the only user who can edit a shared application,​ at this time, is the person who created/​owns the application. In this situation, the admin would need to relay the desired changes directly to the user responsible for that section of the application. That user will need to implement those changes on their end to push them out to the main, overarching app.+
  
users-sharing.txt · Last modified: 2018/08/27 12:31 by admin