Note: If your organization uses LDAP and wants to connect your LDAP directory to Tulip, check out this separate guide.
Your company's Tulip account includes an unlimited number of free users.
To manage users you must be an Account Owner. To view users navigate to your account's "Settings" page.
Definition of User Roles
On the "Standard" and "Professional plans, there are 4 distinct roles:
Account Owners: Can create and update apps, manage users, manage stations, edit tables and manage account settings via Tulip.
Administrators: Can create and update apps, manage stations, edit tables via Tulip.
Viewers: Can log into Tulip and view apps, stations, dashboards and tables.
Viewers with Player Access: Can log into Tulip and view apps, stations, dashboards and tables. Can register the Tulip Player and use all apps.
Operators: Interact with and run the Tulip apps on a Tulip Player.
Additionally, enterprise accounts have 4 more roles:
Application Engineer: Can only build apps
Tulip Table Supervisor: Can build apps and mange Tables
Connector Supervisor: Can build apps and manage connector functions
Station Supervisor: Can build apps, manage stations as well as machines, machine data sources and devices
Generally, access can be grouped into three distinct categories:
- "Users", which can access both Tulip and the Tulip Player
- "Viewers", which can only view assets in Tulip
- "Operators", which can only access the Tulip Player
Full Summary of Roles
Here's a full summary of the capabilities of each role.
Apps + Tables
Devices/Stations + Machines
Analyses + Completions
Adding New Tulip Users
Only "Account Owners" can add new users.
Select Users in your Settings page, and press the Add User button.
Select the role for this new user.
To add a new Operator:
- Fill in the Operator’s full name.
- Fill in the Badge ID number.
- Press “Create User”.
To add any other type of user:
- Fill in the user’s full name
- Fill in the user's email address
- Fill in the user’s Badge ID number
Note: Once a new user is added to a Tulip account, an email will be automatically sent to the user prompting the individual to create a new profile. Operators will not receive an email, and can begin using the Tulip Player immediately.
Editing Roles of Other Users
Only "Account Owners" can edit the roles of other users.
First, click any user:
Then, select "Edit" in the top right of the screen.
You will now be able to edit the following fields:
- Badge ID
Updating Profile Picture or Phone Number
- Click on the circle in the top right corner on the Toolbar.
- Select “My Profile”.
3. Click "Edit" in the top right of the screen.
4. Click on the "Add phone number" button in the middle of the screen:
The following modal will pop up. Please enter your phone number and key in the Verification code that you receive via SMS on your phone and hit “Save”.
You can also remove a user's phone number from the same screen.
You can also personalize your profile by adding a profile picture. In order to do this, click on your initials in the circular icon and drag-and-drop or upload your profile picture here and “Confirm” this update.
How To Fix Expired Invitations
For security purposes, invite links expire after 24 hours. So, if the invited user does not accept the invite within that period, they will see a message like this when they try to log in:
To fix this problem, you need to resend their welcome link. In the Users page in Settings, find the user who is unable to log in. In their Status field, the following message will be displayed:
Click on the three dots on the right side of this user's information. Two options will appear to either edit or resend their welcome email.
Click Resend Invite to send the user's welcome email again. If they still are unable to log in, please contact email@example.com for more help.
- Guide to deactivating/deleting a user
- Updating Fields On Users from App Logic
- How to Use SAML for User Management
Did you find what you were looking for?
You can also head to community.tulip.co to post your question or see if others have faced a similar question!