Creating (editing) a user and assigning a role
The term user refers to someone who is authorized to manage and configure the system. A user is also a person in the system.
Other people who use the system to access the building are persons, not users.
Prerequisites: Roles have been created. You are using the web UI to create a user in the controller station.
- From the main menu, click , and do one of the following.
- To create a new user, click the Add button at the top of the view to create a new user type.
- To edit all properties for an existing user, double-click the user row in the table.
- To edit selected properties, right-click the user row in the table and click
Renameor the Quick Edit button (
).
- Enter the
User Nameat the top of the view above the Save button.This is theUser Namepart of the log-in credential. - Enter and confirm the
Password.For the Asure ID and Easy Lobby users, this is the password defined in each respective application. If you need to configure these apps, you may edit their users later to provide credentials. Otherwise, the apps will not connect to the station database. - Configure other properties, including
Home.Homeconfigures the initial view the user sees after they log in. For example, the UI may open to the Alarm Console for an operator. - Click the Roles tab.The assigned and unassigned roles view opens.
- To view the list of Unassigned roles, click the Assign Mode button (
). - Select an unassigned role and click the Assign button (
).The system assigns the role to the user provided that the role assigned to the current user includes adequate permissions. You cannot assign a role to the currently-logged-in user. In other words, a currently-logged-in user cannot change their own role assignments. - To edit the permissions associated with the assigned role, double-click the role in the Assigned pane, change permissions and click Save.
- After entering at least a name, password and role you may click Save.At least one assigned role is required to create a user.
- Test each user you add by logging out of the web UI and logging back in with the new user name and password.
- Verify that the username and password combination works.
- Verify that the UI opens to the correct view.
- For an Alarm Console user, initiate an alarm and acknowledge it. To simulate a door-forced alarm, modify a schedule to force the building into the unoccupied period of the day. Or you could generate a door-held-open alarm.