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Managing Users and User Groups

Effectively managing users and access is key to a secure and scalable Rayven environment. The Users and User Groups pages allow you to organize, control, and audit how individuals interact with your platform.



Overview

Rayven provides a robust access control system that includes:

  • User accounts tied to roles (e.g., Admin, Viewer)

  • User Groups that define data and interface visibility

  • Audit fields such as login time and role assignment

  • Centralized management of user creation and group membership


User Groups in Rayven

User Groups define:

  • What dashboards and interfaces a user can see

  • What workflows or data tables they can interact with

  • Which actions they can take (e.g., view, edit, trigger workflows)

This structure ensures:

  • Role-based access across departments or clients

  • Security through controlled visibility

  • Scalability for enterprise-wide or multi-tenant use


Users Page

The Users section displays a list of all individual accounts with key attributes.

Field Description
Search User Filter by name, email, or user group
Add New Add a new user account
User Name Full name of the user
User Group Linked group for permission inheritance
Email Login and notification email
Phone Number Optional contact field
Created Date Date the user was registered
Role/Permissions User role (Admin, Editor, Viewer, etc.)
Last Login Time Timestamp of the most recent user activity
Actions Edit, deactivate, or remove a user
 

Adding a New User



To create a new user:

  1. Go to Users from the sidebar

  2. Click Add New

  3. Enter the required details:

    • Name

    • Email

    • Phone (optional)

    • Role

  4. Assign to a User Group

  5. Click Save to activate the account


User Groups Page

Use the User Groups page to manage collections of users with shared access settings.

Field Description
Search User Group Filter groups by name
Add New Create a new group
Group Name The name of the group (e.g., "Site Operators – East")
Created Date When the group was created
Number of Users Total users assigned to this group
Last Modified Date of last update to group settings or membership
Filters Toggle to display active/archived groups
Actions Edit, duplicate, or delete the group
 

Example User Group Listing

Group Name Created Date Number of Users Last Modified Date Filters
Admin 28-Apr-2021 5 07-Oct-2022 14:23:07 Yes
Operations – East Plant 12-Feb-2022 12 03-May-2023 09:42:13 Yes
 

Best Practices

  • Use clear, descriptive names for groups (e.g., “Finance Viewers – Region A”)

  • Limit Admin roles to necessary users only

  • Perform monthly audits of inactive accounts

  • Group by function and location where possible (e.g., "Site A – Maintenance")

  • Review group permissions regularly as workflows and dashboards evolve


Q&A

Q: What’s the difference between a user and a user group?
A: A user is an individual account. A user group is a collection of users with shared access rules. Users inherit visibility and permissions from the groups they’re assigned to.


Q: Can one user belong to multiple groups?
A: Yes. A user can be added to multiple groups to aggregate access permissions.


Q: How do I control which dashboards or widgets a user sees?
A: Assign them to a user group that has access to the relevant interfaces. Widget visibility can also be controlled using label filters or role rules.


Q: What’s the difference between Viewer, Editor, and Admin roles?

  • Viewer: Read-only access to interfaces and dashboards

  • Editor: Can interact with dashboards, trigger workflows, update records

  • Admin: Full access to all features, settings, and users


Q: How do I deactivate a user without deleting their account?
A: Click Edit on the user’s row, then toggle their status to Inactive. This disables login without deleting data history.


Q: Is it possible to audit when a user last logged in?
A: Yes. The Last Login Time column shows the most recent activity. Use this to identify stale or inactive accounts.


Q: How do I bulk add users to a group?
A: Currently, users are added individually through the UI. For bulk operations, contact Rayven support for API or batch-import options.


Q: Are user actions logged for security auditing?
A: Yes. Admins can review logs related to user activity, including login times, data access, and system changes (via platform logs or audit tools).


Next Steps