SDX-Cloud: Set Up a Project and Device User for SDX-PocketScan

Summary

This article explains how to create a project in SDX-Cloud and add an existing device user to it so scan data from an SDX-PocketScan can be uploaded through Sodex Mobile.

Introduction

An SDX-PocketScan uploads scan data through Sodex Mobile. To make this work, the organization needs a project to store the data, and the device user that signs into the app must have access to that project.

A device user is a simplified SDX-Cloud account that can only sign into Sodex Mobile. It cannot access SDX-Cloud directly. The device user is not inherently linked to any specific SDX-PocketScan hardware. Any device user can connect to any SDX-PocketScan and start scanning, as long as they have access to a project.

Prerequisites

You are logged in as an organization admin in SDX-Cloud (see: Roles and Permissions).
The SDX-PocketScan device is available in the organization.
A device user already exists in the organization (see: How to Create a Device User (SDX-PocketScan)).

Step-by-step instructions

1. Create a project

Navigate to Projects in SDX-Cloud.
Click Create project.
Enter a project name, set the project location on the map, and select the correct coordinate system.
Complete any remaining project settings and click Create.

Important: The coordinate system cannot be changed after project creation. Make sure it matches what will be used in the field. For US state plane setups, see Project coordinate systems - US state planes. For USA GEOID grid files in custom coordinate systems, see USA GEOIDs for Custom Coordinate Systems.

Expected result: The project exists and is ready to receive scan data.

2. Add the device user to the project

The device user can be added as a project member directly during project creation, or afterwards on an existing project.

Option A: During project creation

Add the device user as a project member in the creation flow before clicking Create.

Option B: After the project already exists

Open the project.
Go to the project's Settings and then Access management.
Add the device user as a project member.
Save the changes.

Expected result: The device user can now access this project from Sodex Mobile and upload scans to it. You can now sign into Sodex Mobile with the device user and start scanning.

Limits and notes

Device users cannot access SDX-Cloud. They can only sign into Sodex Mobile.
Device users do not require a Cloud License (see: SDX-PocketScan Licenses).
Without Device Management, any device user can connect to any SDX-PocketScan and scan into any project they have access to.
If you force a project in Device Management, the assigned user must have access to that project.