Adding and Configuring Users

Adding a User

  1. Go to Settings , Users/Roles/Groups, then Users.

  2. Select Add New User.

  3. In the Add New User window, enter the First Name, Last Name, and Email address of the user.

  4. Select the user's Role from the dropdown menu.

    Note: Permissions for roles are defined in the Roles settings. (See Configuring Roles.)

  5. Enter the user's Office Phone and Cell Phone.

    Note: If you want the user's cell phone to be used for SMS alarm messages, switch on Use Cell Phone for SMS.

  6. If Alarm Groups have been set up, you can (optionally) assign the user to one now from the dropdown. (See Configuring (Alarm Notification) Groups.)

  7. Select Add.

    Note: The new user appears in the list (displayed under Users).

Note: For information on how to add multiple user instances to multiple projects using a .xlsx (Microsoft Excel) file, see Bulk Editing Users.

Configuring a User's Topology Access

Once a site typology has been set up in Site Explorer (see Creating a Site Topology), you can allow a user to access certain devices and not others.

Note: Access to all devices is the default.

To edit a user's topology access:

  1. After Adding a User, from the right end of the user's row, select Edit Topology .

  2. In the Edit Topology Access window:

    • To remove the user's access to devices, clear the checkbox in front of the device, zone, floor, building, or site.

    • To grant the user access to devices, select the checkbox in front of the device, zone, floor, building, or site.

    Note: Clearing a checkbox for a zone, floor, building, or site will automatically clear check boxes for all the devices underneath it in the topology.

    Caution: Administrators who clear devices in their own profiles and save their profiles will not be able to see those devices again to restore their own access. Another administrator, however, may be able to restore the other’s access. Otherwise, the device will need to be rediscovered as a new device.

  3. Select Apply at the bottom (you may need to scroll down to see it).