Users

Users represents management of users.

Overview

Following diagram describes features available in users.

Users features

Users List - display list of all relevant users.
Add User - creates new user.
Edit User - updates existing user.

Users list

This is the main screen of users functionality. It displays list of users.

Users list

Following actions are available in users list screen:

Add User - activated using top right button
Edit User - activated by clicking on row

Add User

This modal screen is used to add new user.

Add User

Site restriction: If this checkbox is checked, it is possible to define Sites to which has the user restricted access (i.e. he can access data related to these sites). Only applies to customer accounts (i.e. organization is customer, not provider).

Lock user: If this checkbox is checked, then user account will be locked and user cannot login anymore. It is effective by next login attempt. Pay attention when editing your own account.

Edit User

This modal screen is used to edit existing user.

Edit User

Site restriction: If this checkbox is checked, it is possible to define Sites to which has the user restricted access (i.e. he can access data related to these sites). Only applies to customer accounts (i.e. organization is customer, not provider).

Lock user: If this checkbox is checked, then user account will be locked and user cannot login anymore. It is effective by next login attempt. Pay attention when editing your own account.

User Roles

Customer Administrator	Customer Engineer	Customer Engineer Light	Customer Reader
Allowed to make changes in Settings Manage Companies with granted access Manage users within the organization Add new users Create new site Delete machines	Allowed to make changes in Projects Conduct assessments Implements control measures Create Reports Has View-Permission for all Projects created for the Company the user is associated to Can be added to the Team of a Project, created for the Site that the user has access to – Can edit assessment, if the user is in the Team	Generate report Implement control measures Upload pictures/documents Cannot perform assessment, can only view assessment	Only allowed to read/view contents Cannot make any changes
Restriction - Company Level	Restriction - Division and/or Site Level	Restriction - Division and/or Site Level	Restriction - Company Level
Access - Edit company data	Access - Edit Projects and Implementations	Access - Edit Implementations	Access - View Only

A Customer Administrator with Site Restrictions can be a Site Admin and can edit everything within his/her site

A Customer Administrator is usually also given the Customer Engineer right to access all assessments

Access Rights

Functionality	Provider Administrator	Customer Administrator	Provider Engineer	Customer Engineer
Users List	All users¹	Own users	-	-
Add User	x	x	-	-
Edit User	x	x	-	-