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Navigation and user roles

The main navigation, role-dependent menus and available device-list controls.

It covers the default landing page, the main navigation menu, and the key features of the Devices section, including the device list, column visibility, filtering, and how to access a device configuration page. This article is relevant to all users, including standard users, Calibrators, Super Users and Tenant Admins

When you log in to Orion Data, you are taken to a default landing page. This page can be set to one of three views:

  • Home
  • Devices
  • Cameras

For most users, the default landing page is set to Devices. You can change your default landing page from your account settings.

Account Settings opened from the profile menu, with the Start Page dropdown highlighted, offering Home, Devices and Cameras

The main menu

The main menu is accessible from any page in Orion Data. Select the three-line icon in the top-left corner of the screen to open it.

Devices list with an arrow pointing to the menu icon in the top left corner

The menu items available to you depend on your user role.

Tenant Admin

Tenant Admins have access to the full menu, which includes:

  • Map View
  • Devices
  • Data Editor
  • Dashboards (including Add New Dashboard)
  • User Management, which contains:
    • User Management
      • Tenant
      • Clients
      • Sites
      • Groups
      • Alarm Centre

Devices list showing one device, with an arrow pointing to the menu icon

Full main menu with Map View, Devices, Data Editor, Dashboard, User Management (User Management, Tenants, Clients, Sites, Groups) and Alarm Center

All other users

Users with other roles, including standard users, Calibrators and Super Users see a reduced menu:

  • Map View
  • Devices
  • Dashboards (including Add New Dashboard)
  • Alarm Centre

Reduced main menu with Map View, Devices, Dashboard and Alarm Center

The Devices section provides a list of all devices you have access to in Orion Data.

Main menu with an arrow to Devices, and the device list with an arrow to the item count at the bottom

The columns displayed in the device list can be customised. The following columns are available:

  • Device Name
  • Battery Percentage
  • Device Source
  • Device Type
  • Device Sub-Type
  • Transmission Type
  • Reference
  • Serial #
  • Device Status
  • Data Plan
  • Date Installed
  • Status
  • Last Upload (UTC)
  • Next Upload
  • Last Reading Date
  • Age
  • Latitude
  • Longitude
  • Elevation
  • Time Zone (Default)
  • Time Zone (Override)
  • Data Rounding (Minutes)
  • Is Active
  • Instrument Group

Column visibility is managed using Grid Settings. See the Grid Settings section below for details.

Each column in the device list includes a filter control. Select the filter icon on any column header to filter the list by that column’s values. For example, to view only devices that are currently online, select the filter on the Status column and choose Online.

Status column filter open with Offline and Online options, with arrows to the filter icon and the Online optionYou can apply filters across multiple columns at the same time to narrow the list further.

The following controls are available to Tenant Admins and Super Users.They appear as buttons above the device list.

Devices list with the Export to Excel, Reset Grid and Grid Settings buttons highlighted

Select Export to Excel to download the current device list as an Excel file. The export runs immediately without a confirmation prompt.

Select Reset Grid to restore the device list columns and layout to their default configuration.

Select Grid Settings to control which columns are visible in the device list. Use this to show or hide columns based on the information most relevant to your workflow.

Grid Settings window with Column Visibility checkboxes for the device list columns

Each device in the list has an action control on its row. Select the Action right arrow for a device to open its configuration page.

Device list with an arrow to the arrow button in the Actions columnDevice configuration page with Basic Information and the Location Map, identifying details redacted

The device configuration page is the central hub for that device. From here you can access a wide range of data and settings, including:

  • Sensor readings and data history
  • Alarm configuration
  • Calibration settings
  • Device notes and attachments
  • Device events

This article introduced the Orion Data interface, covering the default landing page, the main navigation menu, and the key features of the Devices section. You learned how to navigate the menu based on your user role, how to customise and filter the device list, and how to access a device’s configuration page.

  • Explore the Map View for a geographic overview of your devices
  • Open a device configuration page to review sensor data and settings
  • Use Grid Settings to customise the device list columns for your workflow
  • Visit the Alarm Centre to review any active or historical alarm events