User Permissions

The Users & Permissions window is where you create users and assign applications and user functions for the current company. The aggregate user information is displayed at the top right to show the total count, total locked, and total disabled. Users are set up within each company. Use the Search field to search for users by email address or username.

After selecting a user or when you are creating a new user, the following tabs display:

• User Details: Enter the user name, email address, phone number, address, time zone, date format, and user type.

• Applications: Grant permission to available applications. Admin users have access to all applications.

• Functions: Assign access rights to the applications. Admin users have all rights to all applications.

The applications, clients/sites, and roles that are displayed are dependent on the settings of the user who is accessing the User Settings tabs. For example, if Mark is setting up a new employee, only the applications, clients/sites, and roles that Mark has access to will display as selections for the new employee.

Accessing User Permissions

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select User Permissions.

3. The Users table displays the following information:

   • User Name: The user's name.

   • User Type:

     • Default

     • Contact

   • Email Address: The email address set up for the user.

   • Companies Associated To: The default company name displays and any additional companies are indicated with a +number. Hover over the indicator to display the additional companies.

   • Status: Indicates if the user is:

     • Active

     • Locked

     • Disabled

Creating a User

The User Profile page is where all of the user information including setting their user type and entering any additional information like technician attributes. You will also set their application access and file access.

To create a new user:

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select User Permission.

3. Select the Actions button and then select Add New User.

4. On the User Profile page, on the User Details tab, in the Details section, enter the user's detail information:

   • Email Address: Enter the user's email address.

   • User Name: Enter the user's full name.

   • Address: Enter the user's address information.

   • Phone Number: Enter the user's telephone number. If the telephone number entered is for a non-U.S. country, select the flag drop-down to select the appropriate country.

   • Time Zone: Select the user's time zone.

   • Date Format: Select the date format that displays for the user.

   • Time Format: Select the time format that displays for the user.

5. In the User Type section, select the User Type to assign to the user for the current company.

   • Admin: Has access to all of the applications for the company.

   • Application User: Has access based on the settings selected on the Applications and Functions views.

   • Technician: Enter the Technician Attributes and then select Add.

     • Skill Level: Select the technician's skill level. Used for filtering and creating service requests.

     • Skill Type: Select one or more skill types. Used for filtering and creating service requests.

     • Address: Enter a new address or you can mark the Use Same Address to use the address entered in the Details section.

6. Complete the following tabs to select the user type, access to applications, access to clients and sites, and app permissions and roles.

   • User Type: Assign a user type to the user.

   • Applications: Select the applications that the user will have access to. The applications selected here display on the Roles/Permission tab where the Read/Create/Edit/Delete permissions are granted by application.

   • Contextual: 

   • Functions: Mark the function tabs for the access the user should have for each application:

     • Read-Only: The user can read the application data.

     • Create: The user can create application entities.

     • Edit: The user can edit application entities.

     • Delete: The user can delete application entities.

   • Roles/Permissions tab: 

Editing a User

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select Users.

3. On the User data table, select the ellipsis to the right of the user to be edited.

4. On the User Profile page, edit any of the user information as needed.

5. Select  Apply  to save the changes.

Cloning a User

After you've set up a user, you have the option to clone that user's setup. This includes the associated companies, application access, and access functions. You will then need to enter the details for the new user as needed.

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select Users.

3. On the Users data table, select the ellipsis to the right of the user to be cloned.

4. Select  Clone User.

5. The User Profile page displays the company, application access, and access functions selected.

6. Enter any additional details for the new user. See Add a User  for more information.

7. Select  Apply  to update the user.

Unlocking a User

If a user has been locked out of their account after attempting to log in with incorrect credentials, you can unlock the user.

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select Users.

3. On the User data table, select the ellipsis to the right of the user and then select  Unlock.

Resetting a User's Password

While users have the option to reset their password directly from the Login page by selecting Forgot Password, you can also reset the user's password from the Users page.

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select Users.

3. On the User data table, select the ellipsis to the right of the user and then select  Reset Password.

Disabling a User

You can disable a user from being able to log into the system.

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select Users.

3. On the User data table, select the ellipsis to the right of the user and then select  Disable User.

Removing a User

You can completely remove a user from the system.

1. To access User Permissions, select the menu icon to open the Mega Navigation.

2. In the Admin section, select Users.

3. On the User data table, select the ellipsis to the right of the user and then select  Remove User.