Configuring Your Organization for Working with External Parties – Mira Help Center

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How do I set up and configure accounts for external users like contractors, vendors, or even my own customers?

Answer

Configuring Your Organization for Working with External Parties

You may want to set up your organization on the Mira Portal for working with persons outside of your company. For example, you may want to make a Connect call with an OEM supplier or external contractor. You may also want to configure your organization to be able to support your customers directly using Mira Connect or help them with inspections or troubleshooting using Mira Flow.

Configuring your organization for either of these scenarios is possible using Teams and Collections. Let's address address both configuration scenarios separately.

Scenario #1 - Working with External Collaborators, Vendors, or Contractors

Step 1 - Set the General Collection to Private

Log in to the Mira Portal as an Owner. (You must be logged in as an Owner to have full administrative privileges.)
Navigate to Mira Flow using the app selector at the top right of your screen. You will be presented with your organizations list of Collections. The General Collection is set to public by default in all Mira Portal Organizations.
Select "Share" from the "More" option at the right of the list.
In the modal that appears, you may change the collection from "Public" to "Private".
IMPORTANT - Make sure to add the "General" Team to the "Shared with..." list to ensure your users still have access.

Step 2 - Create a Guest User Team

Navigate to "Organization Settings" by selecting your user initials at the top right of any administration screen on the Mira Portal.
Select "Teams" from the panel on the left of the Organization Settings screen.
Create a new Team by using the "New Team" button at the top right of your screen.
Enter the name you like. We recommend using a team name that will indicate to other Owners that the team is made to accommodate users that may be outside your company.

Step 3 - Create the user account for the external user

Navigate to "Organization Settings" by selecting your user initials at the top right of any administration screen on the Mira Portal.
Select "Create Accounts" at the top right of your screen to open the "Create Accounts in [Your Organization Name]" modal
Enter the email address of the external user you would like to invite.
Select the Guest User Team name you created in Step 2.
Guest Users should almost always be invited as "Members". Select "Member" from the "Role" field.
Select "Create" to create the account and send the invitation to the Guest User

Step 4 - Remove the guest user from the "General" Team

Navigate to "Organization Settings" by selecting your user initials at the top right of any administration screen on the Mira Portal.
Select "Teams" from the panel on the left of the Organization Settings screen. Locate the "General" Team.
Select the "More" icon at the right of the "General" Team and select "Edit"
Find the Guest User account you created in Step 3 and remove it from the "General" Team by selecting the "X" at the right of guest account user's name.

Scenario #2 - Working with Customer Organizations

Customers may be easily set up as individual Teams and Collections on the Mira Portal. Correctly configuring the Team and Collection settings will ensure that individual customers only have access to their own data, users, and your support team. Customer Teams may be created and configured by following these steps.

Step 1 - Set the General Collection to Private

Log in to the Mira Portal as an Owner. (You must be logged in as an Owner to have full administrative privileges.)
Navigate to Mira Flow using the app selector at the top right of your screen. You will be presented with your organizations list of Collections. The General Collection is set to public by default in all Mira Portal Organizations.
Select "Share" from the "More" option at the right of the list. In the modal that appears, you may change the collection from "Public" to "Private".
IMPORTANT - Make sure to add the "General" Team to the "Shared with..." list to ensure your users still have access.

Step 2 - Create the Customer Team

Navigate to "Organization Settings" by selecting your user initials at the top right of any administration screen on the Mira Portal.
Select "Teams" from the panel on the left of the Organization Settings screen.
Create a new Team by using the "New Team" button at the top right of your screen.
Enter the name of the customer for whom you are creating the Team.

Step 3 - Create the Customer Collection

Navigate to Mira Flow using the app selector at the top right of your screen.
Select "New" from the top right of the screen to open the "New Collection" modal.
Enter the Name of the customer's team in the "Name" field
Select the "Restrict Access" toggle to set the Collection to "Private"
Add the customer team you created in step 2 in the "Shared with..." field
Select "Create" to save the collection

Step 4 - Create the Customer User account for the customer user

Navigate to "Organization Settings" by selecting your user initials at the top right of any administration screen on the Mira Portal.
Select "Create Accounts" at the top right of your screen to open the "Create Accounts in [Your Organization Name]" modal
Enter the email address of the customer user you would like to invite.
Select the Customer Team name you created in Step 2.
Customer Users should almost always be invited as "Members". Select "Member" from the "Role" field.
Select "Create" to create the account and send the invitation to the Customer User

Step 5 - Remove the Customer User from the "General" Team

Navigate to "Organization Settings" by selecting your user initials at the top right of any administration screen on the Mira Portal.
Select "Teams" from the panel on the left of the Organization Settings screen. Locate the "General" Team.
Select the "More" icon at the right of the "General" Team and select "Edit"
Find the Customer User account you created in Step 4 and remove it from the "General" Team by selecting the "X" at the right of guest account user's name.

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