7. Managing Users · Zeitview Asset Insights User Guide

7. Managing Users

Click the “Users” link in the left navigation to go to the User Management page. Here, you can manage your Users, as well as their access to the Insights platform.

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Users page

Users page

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Add + Edit User

Click “Add New User” in the top right to create a new user; click the “Action” drop down and then “Edit” to edit an existing user.

Enter or update a user’s name, email, “active” status, role, and site access.

Click “Send Invite” to create the new user and send them a welcome email, which will prompt them to set their password and then log in

Click “Save” to update an existing user

Deactivating a User

Users that are set to “Inactive” will no longer be allowed to log into the Insights Platform.

To deactivate a user, either:

Click “Edit” for a user, and then set their status to “Inactive” and click “Save”

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Deactivating a user

Deactivating a user

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Roles

There are 5 roles that a user can have that restrict access to different features:

User Role

User Permission

Site Viewer

View Inspections

Generate reports

Technician

View Inspections

Generate reports

Create, edit and delete anomalies

Update additional data on anomalies such as status and work orders, scan serial numbers, and upload files and photos

Engineer

View Inspections

Generate reports

Create, edit and delete anomalies

Update additional data on anomalies such as status and work orders, scan serial numbers, and upload files and photos

Site Manager

View Inspections

Generate reports

Share inspections

Admin

View Inspections

Generate reports

Create, edit and delete their own anomalies

Update additional data on anomalies such as status and work orders, scan serial numbers, and upload files and photos

Share inspections

Manage users

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Site Access

A user can also be restricted to seeing data that only pertains to certain sites by setting the Site Access on the Add/Edit New User panel.

Select “All Sites” if the user should have no Site restrictions.

Select “Only Specific Sites”, and then search for and check the sites that this user should be restricted to.

Note: Site Access is not applicable to customers that only have inspections of utility assets.