MANAGEMENT AND CONFIGURATION

Set up users, teams, roles, and permissions for your organization.

FLEXIBLE CONFIGURATION TO SUIT YOUR PROCESSES

Flexible and customizable data models tailored to your unique work procedures streamline complex business processes and cater to diverse use cases.

Empower customers with visual support for their equipment, pre-defined reporting, and personalized digital work instructions. Easily tailor the configuration to fit your specific needs and processes.

With the oculavis API, any other IT systems can be integrated into smart processes

CUSTOM USER TYPES AND USER GROUPS FOR MAPPING ORGANIZATIONAL STRUCTURES

oculavis supports three different user types, which may be combined in any way depending on the application.

INTERNAL USERS

Per definition, your own employees are created as internal users who regularly work with oculavis in smart service or connected worker applications. For example, these users create cases or digital work instructions, plan visual assistance calls, or are assigned as experts for machines, plants, and systems.

EXTERNAL USERS

End users of machines, plants, and systems can be included as external users. The same applies to other stakeholders such as suppliers or service providers who require access to tickets, work instructions with step-by-step guides, or the service history of an asset.

Thanks to custom roles and permissions, external users only ever see what they are supposed to see!

GUEST USERS

Users can also interact with the smart service and connected worker platform oculavis without an account. For example, tickets may be created via web forms or guests can be invited to an AR-powered visual assistance call via SMS or email, even without a login and an app installation.

TEAMS

Teams are user groups that can be used to map organizational structures. This makes it easy to separate departments, responsibilities, or regions and assign authorizations at team level.

CUSTOM USER TYPES AND USER GROUPS FOR MAPPING ORGANIZATIONAL STRUCTURES

oculavis supports three different user types, which may be combined in any way depending on the application.

INTERNAL USERS

EXTERNAL USERS

GUEST USERS

Users can also interact with the smart service and connected worker platform oculavis without an account. For example, tickets may be created via web forms or guests can be invited to an AR-powered visual assistance call via SMS or email, even without a login and an app installation.

TEAMS

Teams are user groups that can be used to map organizational structures. This makes it easy to separate departments, responsibilities, or regions and assign authorizations at team level.

FIND OUT HOW TRUMPF ESTABLISHES SMART HELPDESK PROCESSES WITH THE OCULAVIS API

TEMPLATES FOR CASES AND ASSETS

To map individual data in cases and assets, oculavis users may create templates for case types and asset types. For example, different case types may be used to map completely different scenarios in an organization.

Malfunction

Inspection

Improvement Process

Quality Report

Individual Improvements

The same flexibility also applies to assets used to create customer, dealer or machine portals in oculavis. Individual fields may be configured to map individual master data of machines, systems or products.

WHAT IS YOUR USE CASE IN SERVICE, MAINTENANCE OR QUALITY MANAGEMENT?

BACKEND CONFIGURATIONS

The backend of an oculavis instance may be configured with further options, which can be found in the following areas, via the various possibilities to configure content and processes as a user or admin:

Modules und Features

Deactivation of individual modules (e.g. digital work instructions)

Deactivation of individual features (e.g. video recording or time recording for the execution of instructions can be deactivated or face anonymization can be activated for extended data protection)

White-Label Configuration

Customization of color schemes, logos, icons or UI strings

Individual domains for the oculavis web app

Use of own e-mail server instead of the oculavis standard

Server-Configurations

Worldwide selection of the location of the application server, global configuration of TURN/STUN and call servers

Advanced firewall and port settings

Interface and API

Activation of the oculavis API for programming interfaces

Activation of standard connectors such as the oculavis plugins for Outlook, Salesforce or SAP

Modules and Features

Deactivation of individual modules (e.g. digital work instructions)

Deactivation of individual features (e.g. video recording or time recording for the execution of instructions can be deactivated or face anonymization can be activated for extended data protection)

White-Label Configurations

Customization of color schemes, logos, icons or UI strings

Individual domains for the oculavis web app

Use of own e-mail server instead of the oculavis standard

Server-Configurations

Worldwide selection of the location of the application server, global configuration of TURN/STUN and call servers

Advanced firewall and port settings

Interfaces and API

Activation of the oculavis API for programming interfaces

Activation of standard connectors such as the oculavis plugins for Outlook, Salesforce or SAP

READY FOR A DEMO?

Send us a note! We will discuss your ideas and handle all your technical questions!