User Accounts

User Accounts specify the login credentials, permissions (roles), and preferences for users of the system. User accounts are associated with persons belonging to .

The list of current user accounts can be accessed from Directory->User Accounts menu.

In order to create an account for a person, the person must first exist within an office in the People/Company directory for  LLC.

 Note: only Data Administrators and System Administrators can create accounts.

 Note: user accounts can only be created for people (i.e. employees) at . User accounts cannot be created for persons associated with other companies.

To create a user account for a person:

1. Navigate to the company page for  and select an office

2. Add a new person to that office or select an existing person.

3. Select Create User Account from the Actions menu:

4. Enter the person's name and email address, assign the necessary roles, enter an optional client code (if available), and specify any preferences. Note that allowing the Can Approve Own Invoices can be specified accordingly for Billing Administrators.

5. Add additional offices to the roles if required. By default, each role allows for the associated actions to be performed on Job Orders related to the person’s office (e.g. an Inspector Role can inspect Job Orders assigned to the person’s office). To allow the person to perform actions on Job Orders related to other offices, search for an office using the Office search box and click on the office name in the drop down:

This adds the office to the list for that role:

6. Click Save.

After entering the information, the user will become visible when selected in the People list on the Company information screen, and a Create User Account button can be clicked to create an account and enter details.

Modifying a User Account

To modify a user account, select User Accounts from the Directory menu, locate the user, and select Modify from the drop down menu beside a user account name:

The user modification screen is shown:

1. Login Name, Client Code, and Email: the Login Name is the name that the user enters on the login page. A Client Code can optionally be set to any company-specific number that helps to identify the user. The email address uniquely identifies the user in the system and is used to send password reset/account notifications to.

2. Roles: specifies the permissions that the user has on the system. See Roles for more information. Note that actions for the roles can be performed on Job Orders belonging to any offices specified for each role in addition to the person's office as described in the steps for Creating User Accounts.

3. Preferences: specifies the user's default page to start on when they log in, as well as their preferred date format.

4. Status: indicates if the user can access the system. Only active users can log in.

Roles

Roles define the actions that a user can perform throughout the  Inspection Management System. 

The following is a summary of the available roles and the related permissions for each:

Resetting Passwords

To reset the current user's password, select the user from account name in the top right hand corner:

Then select, Reset Password from the Actions menu:

System Administrators can reset another user's password, by locating the user on the User Accounts screen and selecting Reset Password. A link to reset the password will be sent to the user's email address:

Activating/Deactivating Accounts

A System Administrator can reset a user's password by locating the user on the User Accounts screen and selecting Activate or Deactivate: