Admin, Roles & Security

AudienceCompany Owners, Admins, Plant Admins

Required PermissionsCompany / Plant user management permissions

Estimated Time5 min read

Demo Referencecemento-valladolid

Access in OTCognix is scoped by company and plant, so teams only see the plants, tags, and tools authorized for their role.

Role Hierarchy

• Company Roles (Owner, Admin): Manage company-wide configuration and inherit visibility across plants in that company.
• Plant Roles (Plant Admin, Engineer, Operator, Viewer): Assigned per plant under Configuration → Plants → Plant Users.

To inspect your active company and plant permissions at any time, open the user menu in the top-right header and select My Roles & Permissions.

How Sidebar Visibility Works

A navigation section appears when you hold its view permission in at least one plant of the selected company (company owners see every section). If an item is missing:

1. Verify you have the expected Default Company selected in the top header.
2. Check My Roles & Permissions in the user menu.
3. Ask a Company Admin or Plant Admin to confirm your plant assignment.

Step-by-Step Guides

• Manage Internal Plant Users (Plant roles & email invitations)
• Manage External Plant Users (External Data Collection allowlist)
• Grant Company Catalog & Template Permissions
• Add and Invite Plant Users (Detailed Reference)

Sharing & External Access

• Dashboards & Process Mimics: Share operational views with authorized team members inside your organization.
• Data Collections: Share curated tag groups with external partners using scoped grants (can_use_api, can_use_streaming) and recipient-managed API keys. See Data Collections.