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Connect: access and customers

These guides show you how to organize who sees and does what on Fundamentum, in Connect: structure your customers as licenses, and give people and machines the right roles.

For a product-level overview, see Govern access.

Fundamentum hierarchy: organization, projects, registries and devices for your fleet; licenses, sites and zones for your customers

The hierarchy

Level What it is Managed in
Organization Your company, the top of the hierarchy. Holds your projects and billing accounts Connect
Project The unit of isolation, typically one for development and one for production. Almost every resource and most roles belong to a project Connect
Registry A segment of your fleet inside a project Hub, Public API
Device A piece of hardware, a gateway or a sub-device Hub, Public API
License One of your customers. Carries its own users, its own options and its own sites Connect, Public API
Site A location of that customer, such as a building or a parking lot Connect
Zone A subdivision of a site, such as a floor or a room, with its own 2D plan Connect

The left side of the diagram is your fleet; the right side is your customers. A license lets someone work on what belongs to one customer and nothing else.

Before you begin

Guides

You want to… Guide
Give each of your customers their own space, users and sites Licenses: serve your own customers
Invite people, assign roles, create service accounts for automation Roles and permissions

A typical setup

Say you sell connected parking sensors, and each of your customers runs several parking lots:

  1. Your organization has a development and a production project. Your own team gets project_manager or devices_manager there. See Roles and permissions.
  2. You define a license type Parking with the options you sell, such as capacity, then create one license per customer. See Licenses.
  3. Under each license, you add the customer's sites (their parking lots) and invite their staff as license_manager or license_viewer. They see their own sites and nothing else.
  4. You create alert rules on the states your sensors report, and notify the right role by email and in-app. See Alerts.
  5. Your CI pipeline uses a service account with the narrowest role it needs, never a personal account.

Good practices

What's next