Accounts and policies

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From this page you can create and manage the accounts and the users' roles.

Main page elements

Area	Description
A	List of accounts and details. Note: administrators can assign a Guest user the Free access by checking the relevant field.
	Creates an account. Note: these tabs appear according to the type of user you decide to add. By default, if you add an administrator, all these tabs (except Preferences) are disabled since this kind of user has already all the permissions.

Area

Description

List of accounts and details.

Note: administrators can assign a Guest user the Free access by checking the relevant field.

Creates an account.

Note: these tabs appear according to the type of user you decide to add. By default, if you add an administrator, all these tabs (except Preferences) are disabled since this kind of user has already all the permissions.

Types of user

From the Accounts and policies page you can add/manage different types of user with different permissions.

The available types of user are:

Administrator
User (the default one)
Guest

Note: you can enable the Free access only for ONE Guest user from the Login page or from the Accounts and policies page.
API (short of Application Programming Interface).

		Administrator	User	Guest
	Options
Home page	Tutorials	V	V	X
Home page	Editing mode	V	Only if administrators enable this option (Accounts and policies> Select a user from the list >Home permissionstab > Enable the Custom dashboard)	X
Dashboards		V	Users can only manage the dashboards they have created and can only view the dashboards assigned by the administrator	Depends on the administrator (only view)
Main menu	Settings menu	V	V	X
	Logout	V	V	V
	Alarms	V	Depends on the administrator (only view)	X
	Reports	V	Depends on the administrator (only view)	X
	Search	V	V	X
	Services	V	X	X
	System info	V	V	X
	System settings	V	X	X
	Accounts and policies	V	X	X
	Name settings	V	X	X
	Online guide	V	V	X

How to create an account

(only for administrators)

From the Navigation bar, click to open the Main menu.
Select Accounts and policies.
From the Main page, click to open the configuration page.
From the Account tab, enter the account details.

Note: you can assign a username just once.

Assign the user a Role:

Note:
- From the bottom right menu (), you can also copy an existing account to create one ( ).
- the other tabs appear according to the Role you select.

If you select	Then...	Further information about tabs
Administrator	All the tabs are automatically set and you are redirected to the main page.	Signals permissions From this tab, administrators select the signals/parameters that a user can view/read. In fact, users can view a function only if administrator set the function Status to Read. If administrators set the Status also to Write, users can manage the function. Home permissions From this tab, administrators manage the dashboard visibility permissions of the users. Administrators can give the user the following permissions: Access the editing mode from the dashboards (Custom dashboard) View the Alarms View the Reports Note: this tab is not available if administrators create Guest or API users. Pages visibility From this tab, administrators assign the visibility of the available dashboards to the users. Note: this tab is not available if administrators create API users. Reports visibility From this tab, administrators assign the visibility of the available Reports options to the users. Administrators can give the user the following permissions: Template visibility. Administrator flags the template(s) the user can view. Accounts visibility. Administrator flags the account(s) the user can view. Schedules visibility. Administrator flags the schedule(s) the user can view. Preferences From this tab, administrators can customize the other users' accounts. Notes: this options is not available for API users. Administrators cannot customize their own accounts. It is possible to change the Language, the Font and size of characters. Moreover, it is possible to show/hide the titles, the RT time and set the naming levels in the functions.
User	Complete all the tabs: From the Signal permissions tab, set the permissions for every existing function by checking the R(ead) or W(rite) fields. Note: you can filter the function list using the right-side menu (Filter options) From the Home permissions tab, enable the pages you want to assign to this user. From the Pages visibility tab, enable the dashboards you want this user to see. From the Reports visibility tab, set the desired options. From the Preferences tab, set your interface preferences.
Guest	Complete the following tabs: From the Signal permissions tab, set the permissions for every existing function by checking the R(ead) or W(rite) fields. From the Pages visibility tab, enable the dashboards you want this user to see. From the Preferences tab, set your interface preferences.
API	From the Signal permissions tab, set the permissions for every existing function by checking the R(ead) or W(rite) fields. Note: the credentials you create for this type of user are used in API commands.

From the bottom right menu () click to save your account.

Note: once you have saved the account, you are redirected to the main page.