/
4. User Management

4. User Management

In this indicator, only accesible fot administrators, the accounts of Dashboard users can be created and edited. In the main screen a list appears with all the users of the application and it is possible to change its status. Only if the user is active can he access the system.


  • Starting screen

 


  • Refresh:

It will allow us to update the data shown


  • Create new user 

If what you want is to create a new user, click on the corresponding button in the lower right corner.


  • User detail 

Clicking on a user, the user detail screen appears where several parameters can be edited.

Several sections appear in this detail screen. In the user data tab you can edit the user's personal information (name, email and phone) and establish whether or not he is an administrator. If the administrator box is active, the user will have access to more features than a normal user.

If the 'Logon' tab is accessed, the date of the user's last access, their status and their password can be changed.



  • Groups

In the section 'Groups' you can edit the groups in which the user is included. These groups are useful for the generation of alarms and notifications, so that if a group is the recipient of an alarm, all users who are in that group will receive notifications of that alarm. This topic is discussed in more detail in the section on alarms and notifications.

To assign the user to a group, simply click on the 'Add group' button, choose the group from the drop-down menu and click on 'Save'.

From this pop-up dialog there is also the option to create a new group. By clicking on the 'Create group' button a new dialog appears in which the user is required to enter a group identifier, a description and an email address associated with that group.


Companies:

The 'companies' tab has an operation similar to that of 'Groups'. In this case, the companies whose data can be consulted by the user will be assigned.

You can remove the user with the functions located in the lower right, copy and save the changes.

To add a company, after pressing the corresponding button, you must first choose the origin or system to which the company belongs, and then the company from the available list.

There is also the possibility, once the origin is selected, to add all your companies by pressing the corresponding button.


Tiles:

Finally, on the 'Tiles' tab, the indicators or sections of the main Dashboard screen will be established to which the user will have access, and the order in which they will appear.


To add an indicator, proceed similarly to the other sections, with the exception that you can choose several tile of the list and the order in which they are chosen is what they will have on the main screen.


Once the user's data has been edited, pressing the 'Save' button in the lower right corner of the screen will save the changes made or create the new user, depending on the option chosen in the main screen. Either way, the user will see a success message if everything went correctly.

In case of pressing the button  the system will launch the following dialog if there is a change that has not been saved.

A copy of the user from whom the detail is being viewed can be made. To do this, you must press the button  in the lower right corner, fill in the basic information of the new user (full name, username and email) and click on the button. The new user will have the same groups, societies and indicators of the original user. It is also possible to delete the user by clicking on the button. This elimination is subject to the user not having associated alarms, notifications, ... In case the user can not be deleted, the system will warn of this and proceed to deactivate it.




Avvale 2024