Create and Configure Users

Description

A user is anyone in an organization who has been granted access to Coppertree Kaizen.

The nature of creating a user for a client and then on to a building (location) is to help ensure safety and security while preventing any fictitious or arbitrary users on behalf of a client among the same user-level against other organizations in any geographical area.

Most of these abilities require the person to be part of the admins group.

Display a List of Users

In order to display a list of users, you should:

  1. Click on the Navigation button on the top of the Kaizen page.
  2. Select the client account that you want.
  3. Click on the Users Icon.

Users page that can be used to view the users for the account

Add Users

A User can be added in the user page for each client account. You need to be a member of the admins group on this client account in order to add a new user. The steps below detail how to add users to each client:

  1. Click add buttonAdd on the far left-hand corner on the user page from the client account.
  2. This will allow you to create a new user on a New User window shown in the figure below.
  3. The minimum requirements that have to be added:
    • First name
    • Last name
    • E-mail
  4. Once you have filled in the contact information for the new user, proceed to click on the save button Save button. A new user is created!

In order to provide a confidential password and in order to send an Email to the user, you need to reset the password. This can be done by following the steps given below:

  1. Select the user you just created.
  2. Click the Edit button.
  3. Click the Reset Password button.
  4. Make sure that the Email address is correct.
  5. Click on Submit.

In order to give permissions to users, you must assign each user to at least one group.

Page used to add a New User

Password Rules

To create a password for your administration system, with your e-mail address as your username, please follow these rules in creating your password:

  • Enter from 6 to 20 characters
  • Must include at least 1 of the following: ~!@#$%^&*()_+-=?<>,.:;{}[]|
  • Must include at least 1 upper case letter
  • Must include at least 1 number

Edit Users

You need to be a member of the admins group to make these changes.

  1. Log in to the Administration page of the client account.
  2. Click on the Users button.
  3. Select and click on the user you want to edit.
  4. Navigate and click on the Edit icon next to a user’s name. This will open up the edit frame.
  5. Once in the Edit User Page – the Administrator user can change the user’s settings as required.
  6. Click on Submit to save the change.

Alternatively, click on Edit from the Users Page.

Editing a User

Assigning Users to Groups

You need to be a member of the admins group to make this change. In order to give permission to users, you must assign each user to at least one group.

  1. Log-in to the Administration System.
  2. Click on the Groups Icon.
  3. Select the group that the user can belong to.
  4. Click the Edit button in the Members section to add a new user to this group.
  5. Select the user you want to add and check the box.
  6. Click the Apply button to save the changes

In order to give administration permissions, you need to add the specific user to the admin group. An administrative user is a user with permission to add and modify the configuration in the Administration System. The creation of an admin user is similar to the creation of a normal user.

Assigning Groups to a User
Alternative method of assigning a user to a group

Alternatively, You can Edit the User to a Group.

Assigning User to a GroupAssigning User to a Group

Viewing Users

Users are able to view their own user information on a profile. The following steps can be taken to view users:

  1. Log-in to the Administration System of the desired client account.
  2. Click on the Users icon.
  3. Select and click on your own name’s row. You will now see your own user’s information and/or profile picture if added already.

Deleting Users

A member of the admins group can delete users down his/her navigational path. The following steps can be used to delete users:

  1. Log in to the Administration System of the desired client account.
  2. Access the Users Icon.
  3. Select and click the user you want to delete
  4. Click the delete button.
  5. You will notice a pop-up window that asks to confirm whether you want to delete the user. Click Yes to proceed with deleting the user. Otherwise, click Cancel.

Resetting User Passwords

There may be a time that can arise when a user forgets or needs to reset their own Administration System login password. This section describes how to reset your password.

Note: No information becomes lost when resetting your password for your Administration System.

The following steps can be used to reset a user’s password:

  1. Select the user you need.
  2. Click the Edit button.
  3. Click the Reset Password button.
  4. Make sure that the Email address is correct.
  5. Click on Submit.