User Access and Permissions

Every person who works with the Studio logs in with their own user account. The user role of the account decides what the person can see and change. This page describes the user roles, what each role is allowed to do, and how to manage the accounts. It applies to both Bin Picking Studio (BPS) and Locator Studio (LS).

User roles

The Studio has four user roles: Admin, Customer Admin, Maintenance and Operator.

The four user roles, from the most to the least access.

Every new installation comes with one Customer Admin account, the Master account. With it, you create the employee accounts for your team, with the Maintenance or Operator role.

Admin

• Who: Photoneo employees only. The account is created by Photoneo at installation.

• Use: development, testing and support.

• Can: everything – create, view, change and delete any item in the Studio, manage the settings, the network and the documentation pages, and manage all users.

Customer Admin

• Who: the customer. The Master account is created with every new installation.

• Use: setting up solutions and managing the employee accounts.

• Can: create solutions and change the solutions of all Customer Admin and Maintenance users, change the network and solution settings, and create, change and delete user accounts.

Maintenance

• Who: employees of the customer. Created by the Customer Admin (or Admin) as needed.

• Use: setting up and using solutions.

• Can: create solutions and change their own solutions, change the basic settings of solutions and use the PhoXi page. No user management and no network settings.

Operator

• Who: employees of the customer. Created by the Customer Admin (or Admin) as needed.

• Use: running finished solutions.

• Can: deploy solutions that are marked ready. Operators cannot create or change solutions, grippers or settings.

Permissions

The tables below show what each role is allowed to do. ✓ means allowed, – means not allowed. Admin is not listed, because Admin can do everything.

Solutions and grippers belong to the user who created them. Some permissions depend on who the owner is.

In the tables, two words stand for groups of actions:

• View – list, duplicate and export (solutions); list and duplicate (grippers).

• Modify – open, edit and delete.

Solutions

Permissions for solutions also cover their parts: Picked object, Gripping points, Grasping method, Vision system, Environment and Settings. A user who can modify a solution can also edit its parts.

Action	Customer Admin	Maintenance	Operator
Add a new solution	✓	✓	–
Import a solution from a .pbcf file	✓	✓	–
View solutions marked factory default	✓	✓	–
View solutions owned by a Customer Admin	✓	✓	–
View solutions owned by a Maintenance user	✓	✓	–
View own solutions	✓	✓	–
Modify own solutions	✓	✓	–
Modify solutions owned by a Customer Admin	✓	–	–
Modify solutions owned by a Maintenance user	✓	–	–
Deploy solutions *	✓	✓	✓

* Solutions marked factory default and solutions owned by a Customer Admin or a Maintenance user. Only solutions marked ready can be deployed.

Grippers

Grippers can be shared between solutions. Operators cannot change grippers.

Action	Customer Admin	Maintenance	Operator
Add a new gripper	✓	✓	–
View all grippers	✓	✓	–
Modify own grippers	✓	✓	–
Modify grippers owned by a Maintenance user	✓	✓	–
Modify grippers owned by a Customer Admin	✓	–	–

Robots

Robots, including custom robots, can be shared between solutions. Operators cannot change the robot of a solution.

Action	Customer Admin	Maintenance	Operator
View robots Validated in simulation	✓	✓	–
View robots Tested in production	✓	✓	–
Select the robot of a solution	✓	✓	–

Documentation

Action	Customer Admin	Maintenance	Operator
View the documentation pages	✓	✓	✓

User accounts

Action	Customer Admin	Maintenance	Operator
Edit own user profile	✓	✓	✓
Add, edit and delete Customer Admin users	✓	–	–
Add, edit and delete Maintenance users	✓	–	–
Add, edit and delete Operator users	✓	–	–
Change the role of a user	✓	–	–

Other permissions

Action	Customer Admin	Maintenance	Operator
Change the network settings (Network page)	✓	–	–
Change the basic settings of a solution	✓	✓	–
Use the PhoXi page	✓	✓	–

Account management

User accounts are managed by the Customer Admin (and Admin) on the Account management page. Every user can change their own account on the User Profile page. Both pages are in the menu at the right end of the top bar.

The Studio menu. Red frames: User Profile and Account management.

The Account management page lists the user accounts with their Name, Email, User role, Position, Last login and whether the account is Active.

To create an account:

1. Open the menu at the right end of the top bar and click Account management.

2. Click Create account.

3. Fill in the form: Title, First name, Last name, Email, Position, Password and Password confirmation.

4. Choose the User Role: Customer Admin, Maintenance or Operator.

5. Click Save.

The Create account form. The red frame marks the User Role.

The password must follow these rules, which the form shows below the Password field:

• It must contain at least 8 characters.

• It cannot be entirely numeric.

• It cannot be a commonly used password.

• It cannot be too similar to the other personal information of the user.

On the User Profile page, every user can edit their own profile (Edit profile) and change their password (Change password).