Site Users

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Site Users

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Overview

 

The Site Users sub-module deals with the creation of site users and the editing of their profiles.

Site users have limited access to the Site Dashboard of the site they are included in. Since they perform operational tasks, their access rights can include the "Applications", "Devices", "Operators" and "Services"modules. They do NOT have access to the "System" module.

 

 

To access the Site Users sub-module, click System Button and, in the resulting row below, select Site Users Sub Module Button.

 

Site Control Panel_System

 

The image below illustrates the page that is accessed when clicking Site Users Sub Module Button.

 

Site_Users1

 

The "Site Users" page presents a list with all the site users included in the site, regardless of current status. The site users with "disabled" status are represented differently (muted colors and a different operator icon).

 

Ex: The site user “James Smith” has a "disabled" status.

 

Site_Users0

 

This information can be displayed in a grid or a list view. By default, site users are displayed in a grid view but the view can be changed.

Click Button_Grid or Button_List to select the most appropriate view:

 

Click Button_Grid for a grid view:

 

Site_Users3

 

This view displays the following information:

 

(In gray)

The site user's login.

(In light blue)

The name of the site user. Click it to access the corresponding "Site User Details" page. See Site User Details.

Role

The site user's role within the site.

Email

The site user's email.

Phone

The site user's phone number.

 

Click Button_List for a list view:

 

Site_Users2

 

This view displays the following information:

 

Login

The site user's login (in light blue). Click it to access the corresponding "Site User Details" page. See Site User Details.

Name

The site user's name (in light blue). Click it to access the corresponding "Site User Details" page.

Role

The site user's role within the site.

Email

The site user's email.

Phone

The site user's phone number.

 

 

NoteThe list view also provides a direct way to alter a site user's status. You can click a site user's corresponding Button_Deactivate (Deactivate button)or Button Enable (Activate button), included in the last column, and the status will change. The displayed button is different according to the site user's current status. if the site user is active, you have access to Button_Deactivate. If the site user has a "disabled" status, you are provided with a Button Enable button.

 

 

Regardless of the selected view, the "Site Users" page offers the following options:

 

Site_Users4

 

Site management items displayedUse these buttons to control how many items are displayed at a time. Click one of the available options (10 items per page/20 items per page/50 items per page/100 items per page).

 

search boxUse the search box to look for specific list items.

 

a. Enter what you want to search for.

b. Click lupa button or press <ENTER> in your PC keyboard to initiate the search.

c. To conclude the search operation, empty the search box and click lupa button or press <ENTER> in your PC keyboard.

 

Export Header ButtonUse this button to export a list of site users. Proceed as follows:

 

Export confirmation

 

a. Click Confirm button.

 

The site users list is exported with an Excel file format.

The conclusion of the export operation depends on the web browser used. You should be able to save the Excel file in your PC or open it directly after the download.

 

Button_RefreshClick this button to refresh the page's information.

 

Site_Users5Use the buttons, included in this bar, to organize the listed items of the corresponding column:

button_view ascendingby ascending order.

button_view descending by descending order.

 

Button Select all 3Click this button to select the listed items on display. In this case, the site users.

 

Click the site user's name (displayed in light blue) to access a page with that site user's details. See Site User Details.

 

 

Available Operations

 

The "Site User's " page also provides direct access to specific operations concerning site users:

 

To add a site user, use the Add Site User Header Button button. For more information, see Adding a Site User.

 

To delete a site user, use the Delete Header Button button. For more information, see Deleting a Site User.

 

To activate/deactivate a site user, use the Activate Deactivate Header Button button. For more information, see Activating/Deactivating a Site User's Status.

 

 

This chapter includes all the aspects associated to site users (site user profiles, the adding, editing and deleting of site user profiles). The table below refers the user profiles that have access to the described operations:

 

Topic/Operation

Description

User access

Site User Details

View a site user's details (ex: personal details, access rights, etc.).

Account Administrator

Site Manager

Adding a Site User

Create a site user and define the access rights for each profile.

Account Administrator

Site Manager

Editing a Site User Profile

Modify a site user's details (ex: personal details, access rights, etc.) as well as site user status ("Enabled"/"Disabled").

Account Administrator

Site Manager

Deleting a Site User

Delete a site user.

Account Administrator

Site Manager