Multiple users can access the organisation’s data.
Once added, a user can be set up to possibly:
- See results
- Receive alarm emails and phone alerts
- Receive automated reports
- Create or receive ad-hoc reports
- Manage alarms
- Configure the system
You can set them up to see all sites or just a limited number.
You can set them up with full admin rights or limited privileges.
You can determine which notification groups they are in, and consequently which alarms they will receive.
A user can log in to the phone app to then receive alerts to their phone as well.
Adding users to the system requires:
- You to ADD them to the system,
- They have to ACCEPT the invitation
Open the Users page and click on the Invite Users button
Enter the new user's email address
Choose the new User's access level and role
Users can be either:
- organisation-wide, or
If you have a larger organisation with multiple sites, then it is possible to restrict users’ access to just the sites where they have responsibility.
e.g. A chemist group with four stores might have one organisation-level user (the boss) and then a number of site-specific users at each store.
Most Clever Logger organisations, however, have a single site, so all users can be organisation-wide level.
Just leave the Org-wide access switch at the default On position.
Choose an Organisation Role.
Find out more about User Roles in the link below:
Which User Role should I choose?
Turn off the Org-wide access switch to display the Site Access section.
In the graphic above, the user has an Admin role in ACME Brisbane.
To change their Role, select a different role from the dropdown.
To remove them from that site, simply click the Trash icon.
To add the user to a different site, select a site from the dropdown menu and click the Add button. Then confirm the user’s role.
Click the Invite User button to send the invitation
Choose which Notification Groups your new user will be part of
On the next screen, you can confirm which Notification Groups should include the new user .
Default groups will be suggested based on the settings in those groups.
Select your preferences by switching contact methods off or on for each group.
Choose which Reports the new user will receive
Select which reports the user will get using the switches.
Click the Next Step button to finish the process.