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.
Authorization
AD = Administrator - handles user profiles, system settings etc. Deleting assets is included in this authorization.
EA = Provides authorization to edit asset information.
AA = Provides authorization to add new assets.
ME = Provides authorization to move assets. Requires EA to be activated.
EW = Provides authorization to edit WO. Users who do not have this authorization can edit WOs that they themselves have created.
ER = Provides authorization to edit a check list.
EP = Provides authorization to edit a check point.
IWO = Provides authorization to insert new WO.
LR = Provides authorization to insert a check list.
LP = Provides authorization to insert a check point.
SW = Provides authorization to move a work order in the workflow (status).
IJ = Provides authorization to insert a journal.
EJ = Provides authorization to edit a journal post. Note: In addition, authorization to make various changes to the check point journal is on this access.
DJ = Provides authorization to delete a journal post.
RT = Provides authorization to perform loan transactions (tools/equipment).
EP = Provides authorization to edit an event log post.
IP = Provides authorization to insert a new event log post.
SPA = Provides authorization to add/edit article.
ADR = Provides authorization to add/edit addressee.
PRO = Provides authorization to add/edit projects.
TR = Provides authorization 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 authorization to edit inventory catalog information.
PO = Provides authorization to add/edit purchase orders and calculations of requirement.
SPO = Change status on PO. Can set PO to ‘Ordered’ and ‘Confirmed’. Note: State changes in IO flow can be set to use the access parameter here. By unmarking the SIO for the current user, and marking 'Control [Authorization]' on status change, this status change can be disabled for users without SIO.
RG = Provides authorization to perform goods receipt.
AP1 = Provides authorization to approve WO. Note: if the user does not have this authorization, and ‘Approve own work orders’ is activated in the system settings, the latter will apply.
AP2 = Provides authorization 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 authorization 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 Favorites - via the mass update function, administrators have the option to provide authorization to select one or more assets in the structure, and then via mass update, check off as shown below.
