User Management
Welcome to the User Management feature! This tool allows you to control user access and manage permissions.
What You Can Do in User Management
View All Users and Partners See a list of all users and partners associated with your company.
How to Use the User Management Menu
Access User Management If you have admin permissions, go to the User Mgmt menu to see a list of users and partners.
View User Details Each row in the list shows:
Sites: The sites the user has access to.
Last Access: When the user last logged in.
User: User's name, clickable to update their information, email and company.
Role: The user's role and company
Status: Displays active or inactive status.
Open User Detail View Clicking the user's name opens a detailed view with three sections:
Basic Info Shows basic details like first and last name, email, job title, job area, phone number, and active/inactive status.
Permissions Manage what the user can do:
Modules: Choose which modules they can access.
Manage Users: Decide if they can manage other users.
Control Points: Control whether they can adjust point settings.
Scope Set what equipment the user can access:
Portfolio Level: Grant access to all equipment under a portfolio.
Site Level: Grant access to equipment at a specific site.
Equipment Level: Grant access to individual pieces of equipment.
Grant Access to New Sites or Equipment
Adding New Equipment: If new sites or equipment are added, you must manually update the user’s access.
Update Access: To refresh access, open the user’s form, click Update, and the user will be given access to all new equipment under their current portfolio or site.
Quick Tips
Admin Permissions: Make sure you have admin rights to access User Management.
View and Manage Users: Check user details, toggle status, or manage users through the action buttons.
Set Primary Contact: Designate one primary contact for your company.
Update Access: Regularly update user access to reflect new sites or equipment.
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