manage_users
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manage_users [2014/11/14 00:23] 101.164.122.3 |
manage_users [2020/09/25 09:53] (current) |
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| * They have visibility only over the entities an emission sources assigned to them and could not view entire organization entities or emission profile. | * They have visibility only over the entities an emission sources assigned to them and could not view entire organization entities or emission profile. | ||
| * Structured users can only view data entered by them, they cannot view data entered by other users. | * Structured users can only view data entered by them, they cannot view data entered by other users. | ||
| + | * A Structured user will not be able to login to CarbonView if they have not been assigned specific entity & emission sources. This has been assigned by the Admin user. To assign emission sources to structured users, the admin user needs to access the Assign Users to Sources and/or Assign Users to Assets section. | ||
| ==== Restricted Role ==== | ==== Restricted Role ==== | ||
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| * Users can be restricted to have access to specific parts of the organization. | * Users can be restricted to have access to specific parts of the organization. | ||
| * These users can view all the data for the entities that they have access to and can view reports that are generated on their behalf by either administrative or open role user. | * These users can view all the data for the entities that they have access to and can view reports that are generated on their behalf by either administrative or open role user. | ||
| + | * Has access to Dashboard, Emission Data and Reports menus. Within the Reports, restricted users can only see data for entities that they have been assigned to in the Manage Accounts section. | ||
| + | * A Restricted user will not be able to login to CarbonView if no account has been assigned by the Admin user. To assign an account to a restricted users, the admin user needs to access the Manage Accounts section. | ||
| ==== Audit Role ==== | ==== Audit Role ==== | ||
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| * Restricted Roles are allocated to entities in the Manage Accounts section. | * Restricted Roles are allocated to entities in the Manage Accounts section. | ||
| * Users have only read-only access, no ability to edit or modify. | * Users have only read-only access, no ability to edit or modify. | ||
| + | |||
| + | ===== Creating and Updating Users ===== | ||
| + | |||
| + | Navigate to Admin menu > Users > Manage Users | ||
| + | |||
| + | Enter the following information. Required fields are marked with asterisks (*). Make sure that you provide the required information; | ||
| + | |||
| + | a. *User Name - enter the email address of the user you are creating. This will serve as the user's login in the application. The user name has to be unique. | ||
| + | |||
| + | b. First Name - enter the given name of the user you are creating. | ||
| + | |||
| + | c. Last Name - enter the surname of the user you are creating. | ||
| + | |||
| + | d. *E-mail - enter the email address of the user. | ||
| + | |||
| + | e. Enabled - check the box to indicate that the user is active. Otherwise, uncheck the box to deactivate the user. Defaults to active. | ||
| + | |||
| + | f. Role - enter the role designated to the user. | ||
| + | |||
| + | g. *Password - enter the login password feed. The password must be 4 to 12 characters in length and must not contain spaces. | ||
| + | |||
| + | h. *Verify Password - re-enter the login password feed to validate the previously entered password. | ||
| + | Preferences: | ||
| + | |||
| + | i. Translation - defaults to " | ||
| + | |||
| + | j. Date Format - user preferred date format. Defaults to dd/mm/yyyy. This is the date format required for all data CSV uploads. | ||
| + | |||
| + | k. Time Format - user preferred time format. Defaults to "hh:mm a" e.g., 2:30 PM | ||
| + | |||
| + | l. Time Zone - user preferred time zone reference. | ||
| + | |||
| + | m. Number Format - user preferred number format. The following rules apply: | ||
| + | " | ||
| + | " | ||
| + | " | ||
| + | |||
| + | n. Number Scaling - user specified decimal preference applicable only to emission conversion factors and computation of GHGs where values are sometimes extremely small. All numeric fields will display numbers in the scale that the user specifies. | ||
| + | |||
| + | Select from the following options: | ||
| + | |||
| + | Click the Save button to save the user's details. The message "User has been saved." | ||
| + | Click the Cancel button to abort the user creation process and return to the Manage Users page. | ||
manage_users.1415924612.txt.gz · Last modified: 2020/09/25 09:53 (external edit)
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