Difference between revisions of "Users"

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(Users)
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__NOTITLE__
 
 
 
= Users =
 
= Users =
 
:The Users screen is designed to Add/Edit/Delete Users. Selecting Users from the Admin toolbar brings you to the Users screen, displaying all of the current Users within the organization.
 
:The Users screen is designed to Add/Edit/Delete Users. Selecting Users from the Admin toolbar brings you to the Users screen, displaying all of the current Users within the organization.
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:Below you will see the available options and their descriptions that allow you to customize and restrict site access. In order to modify these settings, you must select the Config button.
 
:Below you will see the available options and their descriptions that allow you to customize and restrict site access. In order to modify these settings, you must select the Config button.
  
:;Read-Only
+
 
:Allows more or less full site access except restricts the user from making any modifications whatsoever Restricted
+
:;Restricted Users
:Disallows any editing functions and severely limits the access of the user to only essential site elements
+
:Can't create or edit accounts or account contacts.<br/>Can't create or edit custom columns teports.<br/>Can't use block functions except to assign equipment name, type, description.<br/>Can't create or edit users, can't change user passwords, regions etc.<br/>Can't change company options.<br/>Can't create or edit companies.<br/>Can't edit regions or region types.<br/>Can't create or edit report schedules.<br/>Can't edit or create templates or advanced configuration.
 +
 
 +
:;ReadOnly
 +
:In addition to all restrictions of Restricted users, Read Only users:<br/>Can't send actions.<br/>Can't clear alarms.<br/>Can't change 'pin' or 'favorite' status.<br/>Can't change any settings.<br />Can't create report shortcuts
  
 
:;No Delete
 
:;No Delete
:Restricts the user from deleting anything in the system (such as other users, accounts, regions etc.)
+
:Can't delete anything in the system (such as other users, accounts, regions etc.)
  
 
:;No Re-login
 
:;No Re-login
:Restricts the admin's ability to 're-login' as one of their users
+
:Can't 're-login' as one of their users.
  
:;No Task Issue
+
:;No Action Issue
:Restricts the users ability to issue tasks to their devices
+
:Can't issue actions to their devices.
  
 
:;No User Access
 
:;No User Access
:User does not see the other users in their company. No ability to access/configure other users.
+
:Can't see/edit/remove other users in their company.
:User is restricted from seeing/adding/removing users in accounts.
 
  
 
:;No Account Access
 
:;No Account Access
:User does not see accounts listing on machine config page.
+
:Can't see accounts listing on machine config page.<br/>Can't access to accounts page to see/manage accounts.<br/>Can't add user to accounts.
:No access to accounts page to see/manage accounts.
 
:No ability to see accounts associated with scheduled reports. No ability to add user to accounts.
 
  
 
:;No Report Access
 
:;No Report Access
:No access to report, scheduled reports, or report shortcuts pages.
+
:Can't access report, scheduled reports, or report shortcuts pages.<br/>Can't assign reports to users.
:No ability to assign reports to users.
 
  
 
:;No Template Access
 
:;No Template Access
:No access to template pages.
+
:Can't access to template pages.<br/>Can't apply templates to devices or assign to users.
:No ability to apply templates to devices or assign to users.
 
  
 
:;No Region Access
 
:;No Region Access
:No access to region pages.
+
:Can't access to region pages.<br/>Can't see regions loosely associated with accounts on the account page.<br/>Can't use region data filters on report pages.<bt/>Can't see region(s) column in location info on machine management page or equipment pages.<br/>Can't see regions on the map.
:Cannot see regions loosely associated with accounts on the account page.
 
:Cannot use region data filters on report pages
 
:Does not see region(s) column in location info on machine management page or equipment pages.
 
:Does not see regions on the map.
 
  
 
:;No Block Function
 
:;No Block Function
:No access to block-functions page where user can perform action on a block of (multiple) devices with one operation.
+
:Can't access to block-functions page where user can perform action on a block of (multiple) devices with one operation.
  
 
:;No Report History Access
 
:;No Report History Access
:User does not see list of historically generated scheduled reports on the Reports page.
+
:Can't see list of historically generated scheduled reports on the Reports page.
  
 
:;No Report Scheduling Access
 
:;No Report Scheduling Access
:Does not see existing scheduled reports and is not given controls to add new ones.
+
:Can't see existing scheduled reports.<br/>Can't add new scheduled reports.
  
 
:;No Machine Work Detail Access
 
:;No Machine Work Detail Access
:The user is not given access to the machine work details page.
+
:Can't access to the machine work details page.
  
 
:;No Machine Work Detail Modify
 
:;No Machine Work Detail Modify
:The user may have access to see machine work details but cannot add or change existing work detail entries.
+
:Can't add or change existing work detail entries.
  
 
:;No Machine Archiving Access
 
:;No Machine Archiving Access
:User is not given access to the archive machine button on the block functions page.
+
:Can't access to the archive machine button on the block functions page.
 +
 
 +
:;Favorite ReadOnly
 +
:Can't add or remove values from favorites list.
  
 
:;Use Imperial
 
:;Use Imperial
 
:Display imperial units (miles, feet, pounds) rather than metric (kilometers, kilograms) on reports and value items.
 
:Display imperial units (miles, feet, pounds) rather than metric (kilometers, kilograms) on reports and value items.
 
:;Restricted
 
:Allow Machine Work Details Modify
 
:Allows even a 'restricted' (see above) user the ability to modify/add machine work detail entries.
 
  
 
:;Allow Editing of Location Regions
 
:;Allow Editing of Location Regions

Latest revision as of 19:08, 5 June 2019

Users

The Users screen is designed to Add/Edit/Delete Users. Selecting Users from the Admin toolbar brings you to the Users screen, displaying all of the current Users within the organization.
Users.png


User Config

UserConfig.png
This is where the Administrator would edit a particular user account. Once the config button has been clicked, you are brought to the Configuration of that user account. In order to make changes, you must click the 'Edit' button at the top. This will allow you to change their name, username, password, access rights, etc. For further details about configuring a User account, see User Access Rights.

User Access Rights

Below you will see the available options and their descriptions that allow you to customize and restrict site access. In order to modify these settings, you must select the Config button.


Restricted Users
Can't create or edit accounts or account contacts.
Can't create or edit custom columns teports.
Can't use block functions except to assign equipment name, type, description.
Can't create or edit users, can't change user passwords, regions etc.
Can't change company options.
Can't create or edit companies.
Can't edit regions or region types.
Can't create or edit report schedules.
Can't edit or create templates or advanced configuration.
ReadOnly
In addition to all restrictions of Restricted users, Read Only users:
Can't send actions.
Can't clear alarms.
Can't change 'pin' or 'favorite' status.
Can't change any settings.
Can't create report shortcuts
No Delete
Can't delete anything in the system (such as other users, accounts, regions etc.)
No Re-login
Can't 're-login' as one of their users.
No Action Issue
Can't issue actions to their devices.
No User Access
Can't see/edit/remove other users in their company.
No Account Access
Can't see accounts listing on machine config page.
Can't access to accounts page to see/manage accounts.
Can't add user to accounts.
No Report Access
Can't access report, scheduled reports, or report shortcuts pages.
Can't assign reports to users.
No Template Access
Can't access to template pages.
Can't apply templates to devices or assign to users.
No Region Access
Can't access to region pages.
Can't see regions loosely associated with accounts on the account page.
Can't use region data filters on report pages.<bt/>Can't see region(s) column in location info on machine management page or equipment pages.
Can't see regions on the map.
No Block Function
Can't access to block-functions page where user can perform action on a block of (multiple) devices with one operation.
No Report History Access
Can't see list of historically generated scheduled reports on the Reports page.
No Report Scheduling Access
Can't see existing scheduled reports.
Can't add new scheduled reports.
No Machine Work Detail Access
Can't access to the machine work details page.
No Machine Work Detail Modify
Can't add or change existing work detail entries.
No Machine Archiving Access
Can't access to the archive machine button on the block functions page.
Favorite ReadOnly
Can't add or remove values from favorites list.
Use Imperial
Display imperial units (miles, feet, pounds) rather than metric (kilometers, kilograms) on reports and value items.
Allow Editing of Location Regions
Allow user to add and edit regions on the map. Users with this option enabled can also manually modify the textual representation of their regions on the region config page.
Users see only assigned Regions(JobSites)
Normally a user will see all the defined regions on their company. This option requires the admin to explicitly assign specific regions in order for them to be seen. Regions can be assigned to a user on the user's config page.