Adding Users and Managing User Roles
Learn how to add users to Tulip and about the available roles
Tulip instances do not restrict the number of users that can be invited. To manage users you must be an Account Owner. To view users on your Tulip Instance, navigate to the Account or Workspace Settings page in the top right profile menu.
If Tulip is integrated with your single sign on (SSO), new user accounts are not able to be created in Tulip and are instead created when logging in as a valid SSO user.
Adding New Tulip Users
Only "Account Owners" can add new users. Select Users in your Settings page, and press the Add User button.
To add a new Operator:
- Fill in the Operator’s full name.
- Fill in the Badge ID number.
- Press “Create User”.
From release r235, Users can add an optional email address to existing Operator roles.
This will enable Operator roles to upgrade to higher roles as and when needed.
To add any other user role:
- Fill in the user’s full name
- Fill in the user's email address
- Fill in the user’s Badge ID number
- Select the role for this new user.
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.
Definition of User Roles
On the Standard and Professional plans, there are 5 distinct roles:
Account Owners: Can create and update apps, manage users, manage Stations, edit Tables, and manage account settings within Tulip.
Administrators: Can create and update apps, manage stations, and edit tables within Tulip.
Viewers: Read-only access to apps, stations, dashboards, and tables.
Viewers with Player Access: Read-only access to apps, stations, dashboards, and tables. Can register the Tulip Player and run assigned apps.
Operators: Run assigned apps in the Tulip Player.
Additionally, Enterprise plans add seven additional roles:
Application Engineer: Can build and run apps, read-only access to all other resources.
Tulip Table Supervisor: Can build and run apps and create/edit tables, read-only access to all other resources.
Connector Supervisor: Can build and run apps and create/edit Connector Functions, read-only access to all other resources.
Station Supervisor: Can build and run apps, create/edit stations as well as machines, machine data sources and devices, read-only access to all other resources.
Station Operator: Can manage stations as well as machines and devices.
Application Builder: Can build and manage apps.
Application Approver: Can only approve new versions of apps.
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
Editing User Details
Only Account Owners can edit user account details.
First, select the user to modify:
You will now be able to edit the following fields:
- Profile Picture
- Badge ID
- Workspace (if enabled)
Adding a Phone Number
A phone number can be added to a user account in Tulip but only by the user themselves.
- Click on profile icon in the top right corner
- Select My Profile
- Click on the "Add phone number..."
- A modal will pop up prompting for the phone number and once entered, hit Send Verification Code. Enter the code received, hit Verify and if successful, Done.
You can also remove a user's phone number from the same screen.
Resend User Invitations
For security purposes, invitation links to Tulip expire after 24 hours. If an 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 Account Settings, find the user who requires a new invitation link. A message saying "Invite Expired" should be present with the option to "Resend". Hovering over the "Invite Expired" message will display the date and time of the previous invite.
Click "Resend" to send the user's welcome email again. If they still are unable to log in, please contact firstname.lastname@example.org for more help.
- Guide to Deactivating/Deleting a User
- Updating Fields On Users from App Logic
- How to Use SAML for User Management
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You can also head to community.tulip.co to post your question or see if others have faced a similar question!