Onboarding refers to the process of creating users and assigning them administration and other rights that enable them to perform various activities in the Smart Engineering Manager Web Application. Prior to performing onboarding, you must install and configure the Smart Engineering Manager Web API and Web Client as described in the preceding sections of this Help.
You must also install and configure a suitable web-based REST client application such as Postman. For details, see Installing and Configuring your REST Client Application.
Onboarding Work Process Diagram
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It is recommended that you assign users to one or more of the default groups that are created automatically when you create a new company. If you want to add a new group, make sure you choose a role that is suitable for the actions that the group’s users will need to perform. Available roles are: SuperAdmin, ToolAdmin, and ReadOnlyAdmin. For details of the assigned privileges for each role see View groups and roles.
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To configure an endpoint source, you must have a SuperAdmin role.
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Users that you add will be able to view and work with endpoint sources only if they are authenticated users for the Smart Engineering Manager Web Application.
The following video (approx. 4½ minutes) describes the entire onboarding process for the Client Backend and Web API entities.