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User Admin

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Modified on 06/13/2011 14:47 by linda Categorized as Admin

User Admin allows you to manage user groups and users. User groups and users are part of other system functions such as Security in Unit Admin, Admin, and Asset Admin.

 

To access User Admin, click Admin > User Admin and then perform any of the following procedures:

 

To create a new user groupˆtop of pageˆ

  1. Click the add icon (+) in the User Groups navigation pane.
  2. Type a name for the new user group in the Name field, and then click Save to save changes and close the New User Group window.
  3. Verify the new user group is selected in the User Groups navigation pane.

 

To change the name of a user group ˆtop of pageˆ

  1. Select the user group in the User Groups navigation pane.
  2. Type the name of the user group in the field next to the button labeled Save User Group Name.
  3. Click Save User Group Name.

 

To disable or enable a user group ˆtop of pageˆ

  1. To disable a user group:
    1. Select the user group in the User Groups navigation pane and then click Toggle Active (-).
    2. Click Yes when the Disable/Enable User Group message displays.
  2. To enable a user group:
    1. Click the Show Inactive checkbox to place a checkmark inside the checkbox.
    2. Select the disabled user group in the User Groups navigation pane. Disabled user groups are indicated with red italic text.
    3. Click Toggle Active () and then click Yes when the Disable/Enable User Group message displays.

 

To add or remove a user in a user group ˆtop of pageˆ

  1. Select the user group in the User Groups navigation pane.
  2. To add a user to a user group, click the down arrow in Add User to Selected Group and select a user. Then click the add (+) icon.
  3. To remove a user in a user group, click the remove icon () for the user you want to remove.

 

To add a new user ˆtop of pageˆ

  1. Click Create New User.
  2. When the Add New User window displays, type the new user's email address in the Email field and then click Submit.

After clicking Submit, the system automatically sends an email message to the new user. The email message includes a link to the Asset Tracker website and the new user's temporary login information, including a temporary password. When the new user logs into the website for the first time, the New User Setup window displays prompting the new user for basic login and user information. The information is then used to activate the new user account in Asset Tracker. See New User Setup for more information.

 

To disable or enable a user ˆtop of pageˆ

  1. Click your client ID in the User Groups list to view a list of all users.
  2. Click the edit icon (pencil) associated with the user.
  3. Click Enabled to disable or enable a user.

A check mark inside the check box indicates the user is enabled. An empty check box indicates the user is disabled.

  1. Click Save to save changes or the close (x) to cancel.

 

To reset a user password ˆtop of pageˆ

  1. Click your client ID in the User Groups list to view a list of all users.
  2. Click the edit icon (pencil) associated with the user.
  3. Click Reset Password.
  4. When the message Confirm Reset Password displays, click Yes to reset the password or No to cancel. An email message with a temporary password is sent to the user.