Intro: User Management

In this guide, you will learn to:

Manage users across an instance
Assign a user to a role
Determine a user’s appropriate level of access in an instance

Because the Tulip platform has many features, it’s important to manage access across all users. Account Owners can assign each user a role, which determines the access permissions within an instance.

Before you begin assigning roles to Tulip users, you should first create a list of everyone who needs access to the instance. Define the responsibilities of each person who can access the Tulip instance or applications, including what they will and will not do.

For example

Jane Doe - Build apps, manage tables and connectors, cannot approve apps
John Smith - Approve apps, run apps, cannot build apps or access data

Once you’ve completed this list, you can assign roles based on each user’s designated responsibilities.

Manage Roles Within Tulip

Tulip has several ways to manage roles between users and direct certain functionalities to specific accounts on an instance or a particular application.

Your Tulip Instance comes with default user roles. Enterprise or above plans can also create Custom User Roles.

Users Roles Page with Role Details

Designate User Roles

When determining who has what level of authority in applications, it’s important to understand what the different levels of access are. A Tulip instance has an unlimited number of users who can access it. With this capability, you want to restrict users to have only the highest level of access needed to complete their tasks.

There are three main categories of access in Tulip:

User

Users can access both Tulip and the Tulip Player. Capabilities include building and managing apps as well as running them in the Player. They include roles such as Account Owners, Administrators, Application Engineers, Tulip Table Supervisors, Connector Supervisors, and Station Supervisors.

Viewer

Viewers can only view assets in Tulip. This means they have access to Tulip apps through the App Editor, but cannot run them through the Player. Their roles include Viewers, Station Operators, and Application Approvers.

Operator

Operators can only access the Tulip Player. They strictly run apps through the Tulip Player and cannot access the App Editor or other pages regarding machine and connector information. Their roles include Viewers with Player Access and Operators.