Accounts

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Accounts

Accounts allow you to create a 'grouping' of assets(added individually or based on equipment regions) as well as users. You can also create and assign contacts to the account for reporting purposes.

Assigning Users

You can assign as many users as you wish to an account. Simply select the Assign button within the users section and that will bring you to the users screen. Click the users you wish to add to the account and they will disappear from the list. Once you are complete, click the Back button at the top of the page. In order to remove a user from the account, simply click the red X next to the user within the account view.

Creating a Contact

Give your contact a name, select whether or not the contact is to be enabled upon completion, and make the alert level selection. Defining levels allows the contact to be notified of Alarms that the device triggers. Each alarm has a level assigned to it. Select which levels the contact is to be notified of when alarms matching the criteria are triggered.

Choose your time zone, select DST(Daylight savings time) if you want to use it and choose your start and stop hours. This will determine the window in which the contact is to be notified. Finally, select your email options. These options represent the pieces of data within the email notification sent to the contact. Keep in mind that in order to add an email to the contact, you must apply your changes. Repeat this process to add as many emails to the contact as you choose.

Assigning Equipment

You can assign as many devices to an account as you choose. Simply select the Assign button within the Assigned Equipment section and that will bring you to the Assign Equipment screen. Click the Device you wish to add to the account and it will disappear from the list. Once you are complete, click the Back button at the top of the page. In order to remove a device from the account, simply click the red X next to the device within the account view.

Equipment Regions

In addition to directly assigning devices to an account, you can assign one or more Regions to an account so that when devices are located inside the boundaries of said regions, they will be part of the account to which the region is assigned. To add a region, simply select it from the Dropdown list and click the assign button.