Managing Umler Access Rights

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How to Grant Access Rights in Umler

This article explains how Company Administrators can grant, modify, or remove access rights in Umler.

Note: This article covers access rights managed through Security Management. It does not include profile-based access. For application permissions, please see How Do I Request Permissions for an Application?

Step 1: Open Security Management

  1. Sign in to Umler as a Company Administrator.

  2. Select the company you manage.

  3. Navigate to
    Account Administration → Security Management.

Step 2: Choose the Type of Access You Want to Manage

From Security Management, select one of the following options:

  • Option A: Manage Intra-Company User Access

    • Use this to grant access to users within your company or related marks.

  • Option B: Manage Inter-Company Access Granted by My Company

    • Use this to allow another company to access your data.

  • Option C: Manage Inter-Company Access Granted to My Company

    • Use this to manage access your company receives from another company.

Option A: Grant Access to a User in Your Company

  1. Select the user and click Select.

  2. Choose the type of access to grant:

    • Pool Access

    • Equipment Access

    • Inspection Access

  3. Complete the required fields:

    • Description

    • Effective date (today or later)

    • Expiration date (today or later)

    • Type of access

  4. Limit access as needed:

    • All data or specific IDs

    • Equipment groups, marks, or ranges

  5. Click Save.

Common Actions

  • Edit an existing access right

  • Delete an access right

  • Clone rights from another user to copy permissions

Option B: Grant Access to Another Company

  1. Select the company you want to grant access to.

  2. Click Grant Access Rights.

  3. Choose the access to grant:

    • Pool, Equipment, or Inspection access

    • View Confidential Data, if applicable

  4. Click Save.

You may view or revoke access at any time.

Option C: Manage Access Granted to Your Company

  1. Select the access entry.

  2. Choose one of the following actions:

    • Accept or Decline pending access

    • Assign to User to give access to someone in your company

    • Delete access if it is no longer needed

Default Access Behavior

  • New users can query their own company’s data

  • Data modification and confidential data require explicit access

  • All access rights include effective and expiration dates

Need Help?

If you are unsure which option to select or what access to grant:

  • Confirm whether access is for a user or another company

  • Determine whether access should be view-only or editable

  • Contact the Railinc Customer Success Center for assistance

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