Organization

This section provides instructions on how to create organizations, set up company profiles, and manage users.

Creating an Account

Go to the Widgelix landing page.

Select the Try For Free button.

On the next page, select the Sign up button.

On the Register page, provide your first name, last name, email, and password.

Accept the terms of service and privacy policy.

Select the Create account button.

Once you register and log into Widgelix, the first step is to set up your company profile under the default organization or by creating a new organization. Following that, you can add users to your organization and manage their user roles.

Creating a New Organization

Widgelix allows you to add multiple organizations under your account.

By default, your account includes one organization.

Click on the organization name located at the top-left corner of the page under the Widgelix logo.

In the modal box, click on the + Create new organization button.

A new organization named Default will be added to the list of available organizations under Choose an organization.

If you want to switch to the new organization now, just select it.

You can switch between any organization later by selecting the organization from the same modal box.

Only the user who created an organization can access it and create other users. Users from other organizations can't access it.

You cannot delete an organization once you create it.

Setting up the Company Profile

Switch to the organization you want to set up the company profile.

Click on Organization in the left menu. The Organization page (titled as 'Default' unless you set a name) will open.

Click on the settings icon (cogwheel) next to the organization (company) name. For a newly created organization, the name is displayed as 'Default'

The About company modal opens.

Enter your company name in the Company name text box.

Click on the Upload logotype button to browse and upload your company logo.

Click on the Save button.

Adding Users and Assigning Permissions

Widgelix allows you to create user accounts with different permission levels.

After you logged in to Widgelix using your admin account, you can add more users to your organization (the maximum number of users are depending on your subscription plan) and assign their user rights.

An admin account is created when you register with the Widgelix IoT cloud.

The Users table lists the name, email, role, and last seen status of each user. The last seen state indicates whether the user is online or offline. A green or red dot is displayed alongside each user's avatar to show their online and offline status visually, respectively.

Click on the + Add user button.

The Add new user modal opens.

Enter first name, last name, and email address in the relevant text boxes.

Select the role that you want to assign to the user from the Role drop-down. Widgelix provides the following roles:

• Admin - the user is able to add and edit objects, such as users, device types, devices, rules, etc.

• Contributor - the user is able to add and edit objects within the account, such as device types, devices, rules, etc.

• Viewer - the user is only able to view objects.

The Can delete button can only be turned on if you create Admin or Contributor user roles. With this option turned on, those users can delete objects within the account, such as user accounts (only admins can), device types, rules, devices, and more.

Click on the +Add button.

A password link will be sent to the user's email so the user can create it on their own. Open the email and click on the Click to set your password link.

If another user adds your email to their organization, it will appear in your list of organizations.

Editing a User Profile

Once a user profile has been set up by the admin, a user can edit their profile to change their avatar (profile picture), first name, and last name.

A profile picture with two letters, typically representing the initials of a person's first name and last name, is often referred to as an initials avatar. The initials are commonly used as a visual representation of the user when a full profile picture is not available or not provided.

To edit your profile, mouse hover (or tap-and-hold on a touch screen) your avatar in the top-right corner, and then select Profile from the drop-down menu.

The Profile page will open.

To add an avatar, go to the Information tab, click on the ‘avatar’ with initials, and browse your files for a picture.

After adding an avatar, you can preview it by clicking on the eye icon (left).

To remove the avatar, click on the bin icon (right).

If you want to add a new avatar, first remove the existing avatar.

Once you have updated your avatar, click on the Save button.

To change the password, in the Change password tab, enter the current password and the new password.

Click on the Save button to update the password.