Manage users

Users with the Manage Users and Permissions user permission can add, edit, inactivate, or delete users. You can update their building, and  role and user permissions.

To add a new user:

1. Select Users > Users. The Manage Users page appears.

2. Select Actions > Add User. A pop-up appears.

   

3. Do the following:

   a.  Enter the First Name, Last Name, Phone, and E-Mail.
   b.  If you want to Send Welcome E-mail, use the drop-down to select Yes.
   c.  To assign a role to a user, under Roles, click Add Role. The screen expands.
   d.  Do any the following:

             i.  Use the drop-down to select the desired Role.
            ii.  Select which Buildings, Systems, and Asset Types you want to assign the user.
           iii.  Click .

4. To assign the user any Administrative Permissions, select from the following:

   Permission	The user can...
   Manage Users and Permissions	Access the Users section, and manage user information and roles.
   Manage Site Settings	Access the Settings section, and manage back-end settings (such as SSO, Campuses, and Buildings).
   Show QR Code GUID on Assets	View the asset QR codes.

5. Click Save.

To manage existing users:
 

1. Select Users > Users. The Manage Users page appears.

2. Next to the user you want, do any of the following:

   To...	Then...
   Edit a user	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Delete a user	a.  Click . A confirmation pop-up appears. b.  Click OK.
   Inactivate a user	a.  Click . A pop-up appears. b.  At the bottom of the page, click Inactivate. A pop-up appears. c.  Click OK.