Users

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Users

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Overview

 

The Users module of the "Control Panel" provides access to a list of users and their profile details. This is where user profiles (account administrators, site managers and device installers) are added to the account and their details edited.

 

 

In the Admin Dashboard's "Control Panel", click Users Button to open the "User Management" page and view a list of users created within the account.

 

User Management Page Grid Read

 

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

Click Button_Grid or Button_List to select the most appropriate view:

 

Click Button_Grid for a grid view.

 

User Management Page Grid Read

 

This view displays the following information:

 

Login

The user's login.

( in blue)

The user's name. If you click it, you access that user's "Details" page (ex: David Finch). See User Details.

Role

The user's role within the account. See User Details.

Email

The user's email.

Phone

The user's phone number.

Site(s)

The number of sites that the user is associated to. If displayed in light blue, you can mouse hover it and view the name of the sites.

 

Click Button_List for a list view.

 

User Management Page List Read

 

This view displays the following information:

 

Login (in light blue)

The user's login. You can click it to access the corresponding "User Details" page. See User Details.

Name (in light blue)

The user's name. If you click it, you access the corresponding "User Details" page. See User Details.

Email

The user's email.

Phone

The user's phone number.

Role

The user's role within the account. See User Details.

Site(s) (in blue)

The number of sites that the user is associated to. If you mouse hover it, you are also provided with the name of the sites.

 

NoteYou can omit Site Users from this user's list. To do so, click No Filter Button to access the Hide site users button option and check it.

 

 

The "User Management" page also displays the following options:

 

User Management Navigation

 

display items per page buttonUse these buttons to control the number of displayed items per page. Click one of the 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 with the users included in the account. Proceed as follows:

 

a. Click Export Header Button.

 

Export confirmation

 

b. Click Confirm button.

 

The 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.

 

Note

The export only includes the displayed users. If you want to export all the users included in the account, make sure to uncheck the Hide site users button option.

 

 

Button_RefreshClick this button to refresh the page's information.

 

User Display Order BarUse 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 all the items on display. In this case, the users.

 

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

 

 

Available Operations

 

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

 

To add a new user, use the Add User Button button. For more detailed information, see Adding a User.

 

To delete selected users, use the Delete Header Button button. For more detailed information, see Deleting a User.

 

To activate/deactivate the selected user's current status, click Activate Deactivate Button and proceed as follows:

 

User Management Act Deact Item

 

a. Click Confirm button to confirm the operation.

Depending on the selected user's previous status ("Enabled"/"Disabled"), the new status will be the opposite.

 

 

This chapter describes the operations available regarding users:

 

Description

View the user's profile.

Create the necessary users (account administrators, site managers, device installers) to administrate the account and/or site(s).

Modify details in a user's profile as well as their current status.

Delete a user.