Manage External Plant Users

AudienceCompany Owners, Company Admins, Plant Admins

Required Permissions`users:manage` on the target plant

Estimated Time4 min read

Demo Referencecemento-valladolid

Quick Demo · 0:08

Manage the Plant External Users Allowlist

00:08

Chapters

Searchable Transcript (2 steps)

1. 00:01Open the External Users tab to manage the plant allowlist for external shares.
2. 00:02Provide email, full name, organization, and optional notes; allowlist entries do not grant platform login.

The External Users tab manages a per-plant allowlist of partner contacts (auditors, energy consultants, OEM vendors, or joint-venture engineers) authorized to receive shared Data Collections.

No OTCognix UI Login Granted

Adding a contact to External Users does not create a plant dashboard login or give UI access to Trends, Alarms, or Assets. Allowlisted partners only consume specific Data Collections explicitly shared with them via API or streaming credentials.

Step 1: Switch to the External Users Tab

1. Open Configuration -> Plants, select Manage -> Users on your plant, and switch to the External Users tab.
2. Review approved partner contacts, their organization, and status.

Step 2: Add an External Recipient

1. Click Add External User.
2. Complete the form fields:
   • Email Address (required): Recipient's work email (up to 320 characters).
   • Full Name (required): Contact display name (255 characters max).
   • Company / Organization (optional): Partner firm (255 characters max).
   • Notes / Reason (optional): Audit context explaining why this recipient is allowlisted (1000 characters max).
3. Click Add to Allowlist.

Step 3: Edit Details or Revoke Eligibility

• Edit: Open the row menu to update organization details, contact name, or audit notes.
• Delete / Remove: Type the exact email confirmation when removing an external contact to prevent new Data Collection shares to that recipient.

Next Steps

• Data Collections Guide
• Manage Internal Plant Users