Difference between revisions of "Accounts"

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imported>Sartainm
(Created page with "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 ...")
 
imported>Dpltech
(Creating a Contact)
 
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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.
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Accounts allow you to create a 'grouping' of equipment (chosen manually or automatically based on regions). You can also create and assign contacts to the account for reporting purposes.
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[[File:Accounts.png]]
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== Assigning Users ==
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:You can assign as many users as you wish to an account. Simply click (A) The Link Users button 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. In order to remove a user from the account, simply click (B) Unlink User button.
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:[[File:LinkUserToAccount.png]]
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== Creating a Contact ==
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: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.
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:[[File:AccountContactConfig.png]]
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: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 alert contents. 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.
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== Assigning Equipment ==
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:You can assign as many devices to an account as you choose. The process is exactly same as assigning users.
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== Equipment Regions ==
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: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 automatically become part of the account. The process is exactly same as assigning users.

Latest revision as of 17:51, 27 January 2017

Accounts allow you to create a 'grouping' of equipment (chosen manually or automatically based on regions). You can also create and assign contacts to the account for reporting purposes.

Accounts.png


Assigning Users

You can assign as many users as you wish to an account. Simply click (A) The Link Users button 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. In order to remove a user from the account, simply click (B) Unlink User button.
LinkUserToAccount.png

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.
AccountContactConfig.png
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 alert contents. 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. The process is exactly same as assigning users.

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 automatically become part of the account. The process is exactly same as assigning users.