Create user profile/add new user: New users are added by clicking on the plus button to the left in the heading row of the table.
Select user(s), select login type and click ‘Create User Profile’.
NB! In order to be able to select user here, the user must be in the system as an employee (and checked off as a web user).
Login type:
Maintenance = ordinary maintenance user.
Production = for a user whose main focus is the Event log.
Messages = for a user with focus on messaging service. Note: For users who are set up with this, all main and mobile menus must be removed.
External = all suppliers and customers (address) that are inserted as web users will be given this, which gives restricted access.
Authorisation
AD = Administrator - handles user profiles, system settings etc. Deleting assets is included in this authorisation.
EA = Provides authorisation to edit asset information.
AA = Provides authorisation to add new assets.
ME = Provides authorisation to move assets. Requires EA to be activated.
EW = Provides authorisation to edit WO. Users who do not have this authorisation can edit WOs that they themselves have created. Note: The authorisation to edit a check list and a check point is also controlled here.
IWO = Provides authorisation to insert new WO. Note: The authorisation to add new check lists or new check points is also controlled here.
SW = Provides authorisation to move a work order in the workflow (status).
IJ = Provides authorisation to insert a journal.
EJ = Provides authorisation to edit a journal post. Note: In addition, authorization to make various changes to the check point journal is on this access.
DJ = Provides authorisation to delete a journal post.
RT = Provides authorisation to perform loan transactions (tools/equipment).
EP = Provides authorisation to edit an event log post.
IP = Provides authorisation to insert a new event log post.
SPA = Provides authorisation to add/edit article.
ADR = Provides authorisation to add/edit addressee.
PRO = Provides authorisation to add/edit projects.
TR = Provides authorisation to perform storage transactions from the article register. Note: it is not necessary to activate ‘Adjust stock’ in the user profile for users that will only be able to withdraw parts (against WO or other) and return parts against the same work order number.
SC = Provides authorisation to edit inventory catalogue information.
PO = Provides authorisation to add/edit purchase orders and calculations of requirement.
SPO = Change status on PO. Can set PO to ‘Ordered’ and ‘Confirmed’.
RG = Provides authorisation to perform goods receipt.
AP1 = Provides authorisation to approve WO. Note: if the user does not have this authorisation, and ‘Approve own work orders’ is activated in the system settings, the latter will apply.
AP2 = Provides authorisation to approve checklists.
VP = Provides access to own ‘Planner’ under the work order menu. Work orders in Gantt diagram with drag&drop function.
INV = Provides authorisation to create invoice from the work order history (Service Management) and from the lending/renting of equipment/tools.
Blue light bulb: Indicates that the user is logged in via View web.
Red exclamation mark: Indicates that the user’s username and password are identical. For password requirements, see setup in ‘System settings’.
Delete button: Deletes the user in access control, but the user is still there in ‘Set up user profile’. The user will no longer be able to log in.
Edit button: Gives the option to edit the user’s profile. Among other things, this sets restrictions in the asset structure (asset node) and inventory structure. See separate description ‘Edit profile’.
Mass update (of user profiles): To obtain the button for mass update, check off one or more users and click ‘Save’. For details regarding the options below, see separate description ‘Edit profile’.
It is important to remember to check off the selections you have made in the check boxes on the left side, in order for them to apply. Alternatively, check off for ‘Auto Check Selected’.
Restrictions in the asset structure and access to other parts of the asset structure via Favourites - via the mass update function, administrators have the option to provide authorisation to select one or more assets in the structure, and then via mass update, check off as shown below.
