Users

Here we will describe how an administrator can add users to the site.

RUsers are the individuals who populate your site. They can have a range of roles from general users, inspectors, to administrators. A "User" allows the system to attach functionality to people who operate through the site.

Adding a User

From the main menu Navigate to the Data Manager Page from the left hand navigation pane.

All site data can be accessed from the Data Manager Menu Item

From the (1) User Tab Click on (2) Create New User

To add a new user click on "Create New User"

On the User Details Window, you have many different fields to populate when making a new user.

All field options when adding a new user.

Field Name	Description	Examples	Requirement
Prefix	Input prefix for the user if applicable	Mr. Mrs. Ms. Dr.	Optional
First Name	Input User's First Name	Adam	Required
Last Name	Input User's Last Name	Smith	Required
Suffix	Input suffix for the user if applicable	Jr. Sr.	Optional
Username	Input a username or email address to act as a username	adam.smith, [e-mail]	Required
NetID	This field is used as the matching attribute for SSO in some cases	[e-mail]	Optional
Email	Input User's email address	[e-mail]	Required
Employer ID / User Id	Input user's employee ID / User ID	EID: N56018	Optional
Job Title	Input User's phone number	[phone]	Optional
Role	Select User's system role	See System Roles Description for more details.	Required
Department	Select the Department the user belongs to	Clinical Research, Bio Safety, Engineering	Optional
Supervisor	Select the User's supervisor	Tom Scott	Optional
User Tags	Assign User Tags to users to allow for better organization	Fire Safety Crew	Optional
Status	Select a site status	Active / Inactive / Archive	Required

Note: At Minimum to create a New User, the admin needs to enter a First name, Last name, username, email, System Role Designation.

Understanding System Roles

System Role	Description	Additional Configuration Required
Administrator	Full Access to the site including, Settings, Data Manager, Email logs, etc.	No
Inspector	Have the ability to perform unit inspections, view completed inspections, and corrective actions based on User Inspection Permission Settings	Yes*
Area Manager	Have the ability to view completed inspections and address corrective actions based on User Inspection Permission Settings	Yes*
General User	Limited Access to the site to only those inspections performed. Can view their corrective actions assigned to them.	No

*See Configuring User Profiles for additional information

Configuring User Profiles

For Inspectors and Area Managers, Additional Permissions must be configured for the User System Role to function as intended.

For an Inspector System Role, they need to be granted Special Permissions to inspect a set of Rooms, Assets or Groups

From (1) Data Manager, navigate to the (2) Users, then click on the (3) Blue Details Icon to open up that user detailed information.

Clicking on the blue details icon will bring up that users information.

From this window, Navigate to the User Inspection Permissions

To edit what the user can Inspect click on the User Inspection Permissions.

From the "Edit Permissions for "User"" window, search through the Object Permissions field to add a Group/Asset/Room to designate what this user has access to inspect.

From here Object permissions can be set to allow the inspector to inspect those objects

A list of all inspectable objects will be shown, and can be removed is needed.

If you want the Inspector to be able to have broader access to what they can inspect, ie, a set of rooms in a facility, or a set of facilities in an Department, you can assign it accordingly. In turn this allows the inspector to inspect everything that would fall under those Facilities/ Departments.

By selecting a facility or a department, the inspector can inspect every object that is under that facility, or department.