The Users section of the dashboard is used to add new or edit existing users.
A few notes:
- Users are only able to view devices that are linked to them from the Devices tab of the platform. (Administrators can see all devices)
- The platform automatically sends an email invitation to newly added administrators and users.
- No communication is sent from the platform to contacts (not users) added to the platform. Please share with team members that they have been added to the platform to ensure they know how to address any alerts they receive.
- No one not added to the platform is able to receive texts/emails re: threshold based alerts.
- Alerts are configured on the Units tab. In order to receive alerts, admins, users and/or contacts must be added to the Unit.
The Users tab lists all users by email address along with the following:
- Role: There are three options:
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- User: a User has access to the platform, can view data and build reports but does not have access to the Management section of the platform
- Admin: an Admin user has full access to all parts of the platform, can add and edit devices as well as add/edit/remove users
- Contact: a contact does not have access to the platform but can be added as a contact to receive email and text notifications when thresholds are exceeded on designated Units
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- Business Unit: Associated Business Unit for that User (if applicable)
- Date Added: when the user was added to the platform
Users can filter and sort using the carets and fields below each column name.
Use the Export option to export a list of all Users in the account.
Add new on the User screen gives users the option to add a new user or a new business unit.
Clicking on the User Name takes you to edit mode for that User.