User Types and Permissions

The following describes the various user roles available. Each user can have only one role.

Admin Users

• Admin users can invite, remove, and edit permissions for Admin, Guest, or Partner users.

• Only Admin users have access to the account API Key.

Guest Users

• Guest users can view the analytics dashboards and reports.

• Guest users have Read-Only access to view analytics dashboards and reports.

• Under Settings, Guest users have access to the Account and Export Data tabs.

Partner Users

• The Partner role is typically utilized for teams responsible for installation.

• Partner users will have access to the Installer Tool and System Health tabs.

• Partner users cannot invite new users or edit user permissions.

Add New Users

To add a new user:

• Click Settings on the Top Right of your screen

• Select the "Team" section in the left nav bar

• Click "Add User"

• Enter the email of the user you would like to invite

• Select the desired role and buildings

• Click Save

The newly invited user will receive an email from VergeSense with instructions to set up their account.

Restrict Access by Building

• Under Settings, select the "Team" section in the left nav bar.

• Click "Edit" next to the user you wish to edit permissions for

• Expand the company list

• Select buildings by the checkbox on the left side

• Click Save

Remove a User

• To remove a user from a particular building, see the instructions above.

• To permanently remove a user from the Company's account, email the request to support@vergesense.com.

Add Guest Users

Admin users in the VergeSense Platform have the ability to add Guests to their team to view the VergeSense dashboards and reports. 

Guest users have Read-Only access to view the dashboard for any spaces in their accounts. 

To add a new Guest user:

• Click Settings on the Top Right of your screen

• Select the "Team" section in the left nav bar

• Click the blue icon + Add User

• Fill in the e-mail address & choose "guest" as their role

• Click Save!

The newly invited user will receive an email from VergeSense with instructions to set up their account. 

Updated May 15, 2023 16:50