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6.1: User Management Settings

User Management Settings

The fully customizable User Management Settings interface gives you the power to create a range of permission profiles for all the various users who may require access to parts of your Admin Panel. This feature allows you to designate Access Groups who will be able to log into your Admin Panel, but who will have restricted permissions regarding the locations and information they can view, as well as the settings and controls they can alter.

The screen grab below shows the default Access Groups you will see in your User Management Settings page. You may either edit these default profiles to fit your needs, or you may create new Access Groups of your own.

UserGRPS1.jpg

 

Default DECK Access Groups

Full Access

Ability to see all monitored locations in Systems View pages (includes map page, Classic Solar Statistics, and Fleet Management Tables).
Ability to access all pages in Global Views, System Views, and Settings. Ability to change settings and controls on any Admin Panel pages.

Limited Access

Ability to see all monitored locations in Systems View pages (includes map page, Classic Solar Statistics, and Fleet Management Tables).
Limited ability to access pages in Global Views, System Views, and Settings: no access to Alarms Pages, Settings Pages, Notes or Billing.

Support Access

Ability to see all monitored locations in Systems View pages (includes map page, Classic Solar Statistics, and Fleet Management Tables).
No access to pages in Global Views, System Views, and Settings. No ability to change settings and controls on any Admin Panel pages.

 

One of the most common uses for the Access Groups feature is to create Group profiles with access to only one (or a few) system location(s). There may be occasions when you will want to provide Admin Panel access for one of your customers to see their location(s) only; this feature allows you to block access to all other locations in your full project portfolio.

Use this tool to provide limited access for any combination of O&M providers who need to manage just one or more locations within your full project portfolio.

 

The screen grab below shows a typical User Management configuration for a customer with multiple project locations in the Admin Panel:

userMGMT2.jpg

 

Note that 3 users are part of the Full Access group. These are likely all employees of the organization that has developed this portfolio of projects. You may designate as many users as you like to have full access to all locations in your project portfolio.

One individual has been designated for Support Access to all locations. This could be a junior staffer with the developer who is charged with the task of periodically checking over the project portfolio to look for triggered alarms or other performance issues. This individual does not have the ability to access Admin Panel features beyond a few portfolio overview pages, nor can he change settings.

There are 4 users shown below with access to one site only. These may be O&M providers with contracts to service a single site within your project portfolio. As an Admin Panel administrator, you must create a separate Access Group for each occasion requiring limited location access in your Admin Panel (of course, after you have created a special Access Group for one or more locations, you can add as many users as you like to that group).

 

Creating New Access Groups

Clicking the button to “Create New Access Group” opens a series of Group customization fields. These fields allow you to create Groups that best serve your specific needs in each case.

Name: Give your Group a name that will be easy to recognize, and that will clearly explain the unique function of the Group.

UserMGMT3.jpg

 

Users:  The DECK application will automatically load the names of all registered users for your Admin Panel (even if they only have access to one system). Click “yes” next to the name for all individuals you want to include in your new group. 

UserMGMT4.jpg

 

Feature Access:  These fields allow you to cherry pick the features that your new Access Group will be able to access in your Admin Panel. Note that selecting “Admin Access” will automatically grant access to all the feature sets on the list.

UserMGMT5.jpg

 

Add New Users

Find the fields to add new users under the User list on your User Management page view. Select one group as an initial assignment for your new user, then click the button to “invite.” Your new user will receive an email invitation that allows him or her to create a login profile to your Admin Panel.

UserMGMT6.jpg

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