Users
The Users menu opens the user management area. Depending on your permissions, you can add, edit, invite, or archive users here.
Fig. 1: User management
Add a user
Click the Add button to open the dialog for creating a new user.
Fig. 2: Add a user
Once all fields are filled out correctly, click Create to add the user.
Group
Fig. 3: Select a group
Users are assigned to a user group. The group defines the default permissions and acts as the starting point for the permission setup.
Default groups
Memida uses the three standard groups Admin, User, and Viewer. Permissions can be adjusted individually for each user.
If no individual permissions are stored for a user, the group's default permission profile is applied automatically. As soon as permissions are stored directly on the user, those become authoritative. Package and subscription limits are still applied automatically.
Fig. 4: Groups and default permissions
| Group | Scope | Notes |
|---|---|---|
| Admin | organization-wide / across companies | Only admins can manage the organization account, create new companies, and manage the subscription. |
| User | company level | For operational work within the assigned company. Permissions can be adjusted individually. |
| Viewer | company level | For primarily read-oriented access within the assigned company. Permissions can be adjusted individually. |
Users and Viewers always work within their assigned company. Cross-company administrative tasks remain reserved for Admins.
Permissions
The permission system distinguishes between view, edit, and individual special actions in many areas.
Typical permissions include:
- view and edit users
- view, edit, archive, export, manage files for, and comment on inspection equipment
- view, edit, delete, and assign users or inspection equipment to cost centers
- view and edit inspection reports and inspection instructions
- manage labels, master data, and additional fields
- enable API, webhooks, and data exports separately
Some functions remain reserved for Admins by design. These include:
- managing the organization account
- creating new companies
- managing the subscription
Other administrative functions, however, depend on the specifically assigned permission (3) and not only on the group.
Grant access to calibration certificate imports
Uploading files and reviewing them afterwards have separate permissions:
- Upload calibration certificates allows users to provide PDF and DCC files for import processing.
- Edit inspection report imports allows users to review detected details, assign them to inspection equipment, and import them as inspection reports. This permission requires Edit inspection reports, which in turn requires View inspection reports.
Both import permissions are included in the default permissions for Admin and User, but not Viewer. Individual permissions and the permitted company and cost center scope remain authoritative. Import calibration certificates describes the workflow.
Grant access to measurement templates and calibration certificates
Three separate permissions cover measurement templates and sealing DCC calibration certificates. They are not assigned automatically to any default group; admins also need the corresponding individual permission.
| Permission | Allowed functions | Additional required permissions |
|---|---|---|
| View measurement templates | View measurement templates in device master data. | No additional permission dependency. |
| Edit measurement templates | Create, edit, and archive measurement templates. | View measurement templates. |
| Seal DCC calibration certificates | Finalize calibration certificates from Memida using the signing application or by sealing the XML file externally. | View inspection equipment and Edit inspection reports; the latter requires View inspection reports. |
The sealing permission controls the sealing workflows from Memida. To create a calibration certificate, users need View inspection equipment and Edit inspection reports. Calibration plans, inspection instructions, and documents are covered together by View inspection requirements and Edit inspection requirements. These permissions do not extend a user's organizational data scope.
Adjust permissions when creating a user
When creating a user, you first select a group. After that, you can review the proposed permissions and adjust them individually if needed (2).
This allows you to enable users very precisely without handing out broad administrative access by default.
Onboarding
After you create a user, they receive an invitation email to join Memida.
When they accept the invitation via the button in the email, they receive another email asking them to set a password.
A dialog opens to set the password. Once the password has been set successfully, the user receives a confirmation email.
View user details
Click a user’s name in the list to open the detail dialog. Depending on your permissions, additional management actions are available there.
Edit permissions
A user’s permissions can be edited directly in the detail view (1) and in some cases directly from the user list. This allows permissions to be added or removed without changing the user's default group.
Assign a user to a cost center
At the bottom of the user detail dialog, a section shows all cost centers assigned to the user.
Click the + icon in the upper-right corner of the section to assign another cost center.
Enable notifications for a cost center
Click the three dots at the end of the row and choose the option in the context menu to enable notifications for that cost center.
Disable notifications for a cost center
Click the three dots at the end of the row and choose the option in the context menu to disable notifications for that cost center.
Remove a user from a cost center
Click the three dots at the end of the row and choose the option in the context menu to remove the link between the user and the cost center.
Resend the invitation
The Action button allows you to resend the Memida invitation.
You must confirm this action in a dialog before the invitation is resent.
Archive a user
The Action button also lets you archive the user account. Archived users behave as if they did not exist. They can no longer sign in.
Reactivate archived users
Archived users do not appear in the default list. You can display them by clicking Filter and then Archived.
Click the name to open the user details.
For archived users, the Action button offers the option to reactivate the account.
You must confirm the action in a dialog before the user is reactivated.