Home > SI 2017 Documentation > Administrator Guide > Setup > Control Panel > Users

Users

Feature

 

 

The Manage Users interface allows you to create Users in SI 2017 and assign them to User Groups with permissions that you choose. You can also create Mobile Users and Resources here. We are mixing around terminology here so here is an explanation:

 

User - a person granted the ability to log in/sign in to SI 2017, a "user" of SI 2017.

Resource - a person that can be assigned to Projects, Tasks, and Service Orders. You may or may not grant the ability to login to SI 2017 to a Resource.

Mobile User - a person granted the ability to log in/sign in to the Mobile Install website.

 

So, the logic statements here are: "Every User is a Resource, but not every Resource is a User" and "Not every User is a Mobile Install User and vice versa".

 

Each User needs login credentials to access functions/features of SI 2017. You control what access each User has via User Group permissions.

Remarks

 

You must be logged into an SI 2017 Client with a User assigned to the User Group "Administrators", or be in a User Group that has been granted permission to create Users, in order to do this.

 

You can create as many Users/Resources as you need, regardless of the number of SI 2017 licenses you have. Concurrent logins are what are determined by your number of SI 2017 licenses.

Details

 

This is the Manage Users form:

 

 

When you installed your SI 2017 Server, a default User Name and Password are automatically created within the Server Configuration Wizard (SCW), unless of course you changed it during the configuration:

 

User Name: admin

Password: admin

Add/Edit/Delete Users/Resources

 

 

This form allows you to Add, Edit, Delete Users/Resources. Click here for details on creating Users/Resources.

Disconnect

 

disconnect_button.png

 

This allows you to disconnect users from the SI 2017 Server when needed. This is rarely used but could be necessary if a user chooses to Work Offline and then their laptop dies/is stolen.

 

Note: Any user that is assigned to the Administrators User Group automatically will "bump" out another random User if they log in to SI 2017. 

Categorization

User Groups

 

categorization_section_ribbon.png

 

 

You can manage your User Groups. User Groups are where you set permissions for your Users.

Roles

 

You can manage your Roles. This will open the Manage Roles form where you can add/edit/delete roles. Roles are designations for you Users/Resources that identify what they do.

 

 

There are Report Settings that apply to Roles for use on custom Reports.

 

Filter

 

filter_section_ribbon.png

 

 

This section of the ribbon allows you to filter your Users.

Inactive

 

 

Inactive users have a red X displayed in the Inactive column.

 

You can mark a user as inactive by checking the box when editing the user:

 

Mobile Installer

 

mobile_installer_section_ribbon.png

 

The Manage button in the Mobile Installer section of the ribbon allows you to Create/Map/Update/Invite Mobile Installers. Click here for details.

Last modified
13:43, 14 Feb 2017

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