14 docs tagged with "User Documentation"

Admin provisioning allows you to grant users from a parent tenant access to a child tenant. This is essential when setting up new tenants or managing cross-tenant access.

Configurations in OctoMesh Refinery Studio allow you to manage system settings for various OctoMesh services. These configurations control the behavior of core services, external integrations, and tenant-specific settings.

Email domain group rules automatically assign users to groups based on their email address domain. When a user logs in for the first time via an external identity provider, the Identity Service checks their email against all configured rules and adds them to matching groups.

Groups simplify permission management by bundling roles together. Instead of assigning roles to each user individually, you assign roles to a group and add users to that group. Groups also support nesting — a group can contain child groups for hierarchical role inheritance.

Identity Management in OctoMesh Refinery Studio allows you to manage users, roles, groups, OAuth clients, identity providers, and email domain group rules for your tenant. All identity management features are accessible from the sidebar under the Identity section.

Identity providers allow users to authenticate with OctoMesh using external identity systems such as Google, Microsoft, Azure Entra ID, LDAP, or Active Directory. Each tenant configures its own set of providers independently.

MeshBoards are customizable dashboards in OctoMesh Refinery Studio that allow you to visualize data from your OctoMesh entities using various widget types. They provide a flexible, grid-based layout for creating monitoring dashboards, KPI displays, and data visualizations.

OAuth clients are applications that can authenticate with OctoMesh. Every application that accesses OctoMesh APIs — whether a web application, a background service, or a CLI tool — must be registered as a client.

Process Diagrams in OctoMesh Refinery Studio allow you to create interactive visualizations of your processes, systems, and equipment. They combine primitive shapes, symbols from your libraries, and connections to represent complex systems.

The Query Builder in OctoMesh Refinery Studio allows you to create, save, and execute queries against your OctoMesh Runtime entities. It provides a visual interface for building queries without writing GraphQL code directly.

The OctoMesh Refinery Studio is the web-based interface for visualizing and interacting with your OctoMesh data. The sidebar in Refinery Studio is organized into the following sections.

Roles define what actions a user can perform in OctoMesh. Every permission check in the platform is based on roles. The Roles page lets you view, create, and delete roles in your tenant.

The Symbol Designer in OctoMesh Refinery Studio allows you to create reusable graphical symbols for process diagrams and dashboards. These symbols can include dynamic properties that change appearance based on runtime data.

The Users page allows you to manage user accounts in your tenant. You can create local users, assign roles and groups, reset passwords, and merge user accounts.