Adding a Website User

Modified on Fri, 6 Sep at 1:37 PM

To add a new Website user log into the main website app


Use the left-hand side menu and select Settings


Under settings select USER MANAGER


Under USER MANAGER select Website User


On the right-hand side of the interface, click Add more Website Users



Enter the details the items listed with an asterisk * must be filled in, these details can be changed at any time.

                                                                                                                                                                                                

Password*
Mobile
Telephone
E-Mail*
Surname*
First Name*


Finally, select the User Type You can find out more about the different User Types here :


  • Basic will assign the user the basic roles required for Property and Job management, but not full access roles for your organisation
    • Ability to Edit Appliances
    • Basic Finance access
    • Basic reporting
    • Job management
    • Parts management
    • Property Management
    • Task Management
  • Client Access assigns the client access role only - which requires further configuration for a client to view their properties - see Client Access Setup Guide
  • Compliance Access this will assign the user the roles required for compliance such as
    • Gas Analytics Dashboard
    • Property Management
    • Internal Communications
    • View, download reports including multi reports.
    • View Costs
    • Action Management
  • Full Access - Assigns all user roles available to your organisation


These can be changed and customised later in the User Roles Page.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article