Managing Access and Users

m3ter supports two types of user for your Organization:

  • Users. Represent the people you’ll grant access to your Organization.

  • Service Users. Intended to represent automated processes that you want to grant direct API access to your Organization. You'll want to set up Service Users for integrations of your 3rd-party systems with the m3ter service.

Using Permissions, you can then control what Users and Service Users can do when they have gained access. See Creating and Managing Permissions.

You can also make a request to grant m3ter Support access to your Organization for a specified period.

This topic explains how to manage the people and processes you grant access to your Organization in m3ter:

Managing Users

You can view and modify the access for Users in your Organization.

Viewing Users

To view Users:

1. Select Settings>Access. The Access page opens with the Users tab selected. Any existing Users in your Organization are listed. A User Details panel is shown on the right of the page.

2. Select a User if you want to view their details. The User details panel is populated for the selected User.

Tip: Users Missing? When you open the Users page, you should see all the Users you asked m3ter to set up for your Organization. If any are missing, please contact m3ter Support.

Adding Permissions to Users

Two Managed Permission Policies are currently available to assign to your Users:

  • Administrator. Read and write permissions. Can submit API calls.

  • ReadOnly. Read permissions only. Cannot submit API calls.

You cannot edit Managed Permission Policies.

You can also assign any Custom Permissions you might have created to Users - see Creating and Managing Permissions.

To add and manage Permissions for a User:

1. On the Settings>Access>Users tab, select the User you want to assign a Permission Policy to. The page adjusts to show the details panel for the selected User. If any Permissions have been assigned to the Service User, they are listed.

2. If you want to add a Permission to the User, select Edit Permissions. The page adjusts to show any Permission already assigned to the User.

3. Select Add Permission. The page adjusts.

4. In the Add Permission drop-down list, select the Permission and select the Add Permission button. The selected Permission is added to the User and is now shown in the Permissions list for the User.

5. From the Permissions list for a User, you can delete a Permission that is assigned to the User.

Creating and Configuring Service Users

Service Users represent the automated process you want to grant access to your Organization. When you have created a Service User you can:

  • Add Permissions to the Service User to control what they can do when they gain access to your Organization.

  • Generate Access Keys for the Service User, which you can use to perform service authentication with the m3ter service. When you have authenticated the Service User, you can then can obtain a Bearer Token for use in API calls made to the service by the Service User. For details on how to generate access keys, see Service Authentication.

Creating Service Users

To create and edit Service Users:

1. Select Settings>Access. The Access page opens with the Users tab selected.

2. Select the Service Users tab. Existing Service Users in your Organization are listed.

3. If you want to create a new Service User, select Create Service User. The Create page opens.

4. Enter a Name for the new Service User.

5. Select Create Service User. You are returned to the Service Users tab where your new Service User is listed.

6. If you want to edit the Service User's details, select the Edit button. The Edit page opens.

7. Make your editing changes and select Update Service User. Your changes are saved and you are returned to the Service Users tab.

8. If you want to delete a Service User, select the Delete button. You are asked to confirm the delete action.

Adding Permissions to Service Users

Two Managed Permission Policies are currently available to assign to your Service Users:

  • Administrator. Read and write permissions. Can submit API calls.

  • ReadOnly. Read permissions only. Cannot submit API calls.

You cannot edit Managed Permission Policies.

You can also assign any Custom Permissions you might have created to Service Users - see Creating and Managing Permissions.

To add and manage Permissions for a Service User:

1. On the Settings>Access>Service Users tab, select the NAME text of the Service User. The Overview page opens. If any Permissions have been assigned to the Service User, they are listed.

2. If you want to add a Permission to the Service User, select Add Permission. The page adjusts.

3. Select the Permission you want to assign in the drop-down list.

Important! You must add Administrator Permissions to a Service User to allow the user to make API calls to the service.

4. Select Add Permission. The selected Permission is added to the Service User and you are returned to the Overview page.

5. If you want to delete a Permission from a Service User, select the Delete button. You are asked to confirm the delete action.

Making Request to Grant m3ter Support Access

You can make a request to grant m3ter Support time-bound access to your Organization. You'll likely want to do this to allow Support to respond to a request you've made to them for help in resolving an issue encountered in your Organization.

Note: Support Terms? When you grant m3ter Support access to your Organization, their activity in your Organization will be conducted fully in accordance with our Support Terms.

To make a request to grant m3ter Support access to Organization:

1. Select Settings>Access. The Access page opens with the Users tab selected.

2. Select the Support Access tab. On the Support Access Request panel, you can enter a date for when you want access to your Organization by m3ter Support to end.

3. Under Support access end date, use the calendar pop-up to select the access end date.

4. On the Permissions panel, select Add Permission. The pages adjusts to allow you to select the level of access.

5. Use the drop-down list to select the Permission policy you want to assign to m3ter Support and select Add Permission. You are returned to the Support Access tab and the Permissions panel now shows the Permission for Support access.

6. Select Grant support access. You should receive a message to confirm Support access has been granted up to the selected end date. The page adjusts and shows Support access as ACTIVE with the Support access end date:

In this example:

  • Support access will end at midnight on January 31st, 2023.

  • Support has been granted Administrator access until that point in time.

7. If you want update the Support access you've granted - maybe because the issue you made a request to Support about has now been resolved and you want to close-off access, you can:

  • Reset the Support access end date to tomorrow's date and select Update support access to end access as soon as possible. Note that when you grant Support access, it must be for at least the remainder of the current day.

  • Under Permissions, delete any Permission policies you've added for the access.

Viewing Permission Policies

To view Permissions Policies in your Organization:

1. Select Settings>Access. The Users page opens.

2. Select the Permissions tab. Any existing Managed or Custom Permission Policies are listed.

Next: Creating and Managing Permissions