There are four types of users in your Asset General instance.
For Client Company: Client Administrator (ACC_ADMIN) and Account Manager (ACC_MGR)
For Customer Company: Account Administrator (ACCOUNT_ADMIN) and User (USER)
Asset General Administrator and Client Administrator can add user accounts to the Client Company.
To add a user account:
Go to Profile from main Menu. Now you are in the detail view of the company.
Then scroll down the page and click on "Add User Account" at right.
Fill account details and hit SAVE button.
Then select the role and hit SAVE button.
Now you will redirect to privilege assignment page of created user account.
- If it is an ACC_ADMIN, only login privilege needs to be assigned. (since privileges are inherited from Client for ACC_ADMIN user accounts)
- If it is an ACC_MGR, privilege assignment needed. (You can manage/limit the accessibility for sections in Asset General for the ACC_MGR role from privilege assignment)
Once you complete the privilege assignment, profile creation for Client user(s) is completed.
needs to be done to view Customers' data in other sections.
Asset General Administrator, Client Administrator and Client Account Manager can add user accounts for Customers.
To add users to Customer(s),
Go to Customer company detail page.
Click on "Add User Account" link and fill user accounts details that you want to create and hit SAVE.
Select the role for the account and hit SAVE button.
Then you will redirect to privilege assignment page of that user account.
- If it is an ACCOUNT_ADMIN account, only a login privilege needs to be assigned. (For ACCOUNT_ADMIN accounts, privileges will be inherited from End User Company)
- If a USER account, privilege assignment is needed. (You can manage/limit the accessibility for sections in Asset General for the USER role from privilege assignment)