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Accounts and Organizational Structure

Every Dashboard User will have an Account. They will belong to a Company and will be associated with Programs, which represent teams or projects they are a part of. A User's permissions are determined by their Role in their Company and Program(s).

Accounts

You will use your Collier Aerospace Help Center account to log in to the Dashboard.

Creating a New Account

  1.  Navigate to the Dashboard page (dashboard.collieraerospace.com) and click “Sign Up”.

    CreateAccount1.png

  2. On the registration page, enter your information and click “Sign Up”.

    CreateAccount2.png

Now that you’ve created your account, it will need to be verified for Dashboard use. If you are not verified within a day or so, please submit a contact form at Contact (collieraerospace.com) or email us at to request verification.

Dashboard Access for Existing Account

If you have already created an account for the HyperX Help System, you will need to submit a contact form at Contact (collieraerospace.com) or email to request Dashboard verification.

Initial Login

Once your Account is created and verified, you will be taken to the home screen of the Dashboard shown below:

image7.png

Now that your Account is set up, you may also enable Multi-Factor Authentication. Instructions for that can be found in Setting Up Multi-Factor Authentication(MFA). However, this is not required to begin working with the Dashboard.

The next step is to associate your Account with a Company. That process is detailed in Company Creation, Inviting, and Joining.

Companies

Prerequisite - You have created and verified an Account for Dashboard use.

All Accounts and data uploaded to the Dashboard must be associated with a Company. You have the option of either joining an existing Company or creating one yourself. Once part of a Company, you may add Users to the Company depending on your permissions

Create

If you are the first person in your company to create a Dashboard account, you’ll need to create the Company yourself. By default, Users cannot create Companies, so you will need to contact Collier Aerospace at Contact (collieraerospace.com) or email us at to request permission to create Companies under your Account.

Once your Account has Company creation privileges:

  1. Click your account name at the top right corner of the screen. In the dropdown, select “My Companies”.

    CreateCompany1.png

  2. Click the “+” button in the popup that opens.

    CreateCompany2.png

  3. Enter the name of your Company into the “Create Company” popup and click “Create”.

    CreateCompany3.png

  4. Observe that you are now listed as the Administrator of the created Company. This gives you additional permissions, like inviting others to the Company. To learn more about the Administrator and other team member roles available on the Dashboard, check out Roles and Sharing.

Invite

Prerequisite: You are the Administrator or Maintainer of a Company.

  1. To invite other Dashboard Accounts to this Company, press the “+” button next to the company name.

    CompanyInvite1.png

  2. In the resulting pop-up, enter the email of the User you want to invite to your Company and click “Add”.

    image15.png

  3. Observe that that User is now listed under the “Invited Users” section of your Company’s user list. They will have to accept the invite through the Dashboard UI to join the Company.

    CompanyInvite3.png

Warning

It is your responsibility to ensure that the people added to Companies are allowed to access the data used in that Company. Take all necessary precautions when dealing with sensitive data, such as ITAR, so that you don’t share the data with someone who isn’t allowed to access it.

Join

If someone in your company is already using the Dashboard and has already made a Company, they can invite you to their existing Company by following the steps in the previous section.

To accept the invite:

  1. Click your account name in the top right and select “My Invites” from the dropdown.

    AcceptInvite1.png

  2. Click the green checkmark button to accept the invite.

    AcceptInvite2.png

Now that you’ve created/joined a Company, you must create or join a Program before you can begin uploading results from HyperX. You can automatically create a Program when uploading results from HyperX or you can create one from the Dashboard interface.

Programs

Prerequisite - You have created and verified an Account for Dashboard use and are a part of a Company.

Programs are how the Dashboard represents specific teams or projects within a Company. Whenever data is uploaded to the Dashboard, it must be associated with a Program. This allows every member of that Program to view and use that Upload Set in their own Graph Sets and Graphs.

Create

There are two ways to create a Program. One way is automatically creating one when specifying a new Program name when uploading results from HyperX. The other is to manually create one in the Dashboard.

To create a new Program in the Dashboard:

  1. Click your account name at the top right corner of the screen. In the dropdown, select “My Programs”.

    CreateProgramStep1.png

  2. Click the “+” button in the popup that opens.

    CreateProgramsStep2.png

  3. Enter the “Name” of your Program and select the “Company” it will belong to. Click the “Add” button to create the Program.

    CreateProgramsStep3.png

  4. Observe that you are now listed as the Administrator of the created Program. This gives you additional permissions, like inviting others to the Program. To learn more about the Administrator and other team member roles available on the dashboard, check out Team Roles.

Roles and Sharing

Roles

There are several different Roles a User can have in a Company/Program each granting them different permissions. Administrators have the highest level of permissions, and they can promote/demote Users by giving them a Role with more or less permissions, respectively. Below is a description of each Role.

  • Member – Can view data specific to the Company/Program and who else is in the Company/Program.

    • External – This Role gets assigned to Users who are added to a Program from a Company they don’t belong to. They have similar permissions to Members with the exception that they can’t be promoted to a higher role for security purposes.

      Note

      This Role is automatically assigned and cannot be assigned/altered manually.

  • Maintainer – Same permissions as Members plus permission to add or remove users from the Company/Program.

  • Administrator – Same permissions as Maintainers plus permission to change the Company/Program name and delete the Company/Program. Can also promote and demote Users within the Company/Program.

Sharing

When you create a Graph, you are the Owner of the Graph. Owners have the most permissions regarding the Graph including the ability to share it with others. Admins have the same permissions as Owners. When you are sharing a Graph with another Dashboard User, you can also give them the following roles:

  • Read-Only – User can view all data associated with a Graph but cannot make any edits.

  • Collaborator – Same permissions as Read-Only plus permission to edit Graph settings and notes.

  • Maintainer – Same permissions as Collaborator plus permission to manage Graph sharing.

  • Owner/Admin – Same permissions as Maintainer plus permission to delete the Graph. Owners/Admins can also promote/demote Users with access to the Graph to roles with more/less privileges, respectively.

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