This article applies to users of the Professional app
Overview
The user management tab allows managing access to different Site assets and the level of activities than can be done on these sites. User can manage existing users and invite new users.
The user in the Professional App is a ‘floating’ entity, meaning it is not tied specifically to one organization (Customer). It allows an organization (Customer) to invite users to access their environment through the App and for service providers to give service to multiple organizations without the need to have multiple users.
User
- User is a ’floating’ entity in CoolAutomation Eco-system
- User is assigned with Roles on Entities
Entity
- An Entity defines what a user can see/access
- Customer, Site, Group, Unit
Role
- A Role defines what a user can do
- The Role is associated to an App, either Professional or Control
A user is a floating entity, the other different entities can be shared with him.
For each one of the entity levels there are three Roles a user can be assigned to.
User Roles:
- None – No permissions on sub-levels
- Limited – Some permissions on sub-levels
- Admin – Full admin access to every option in the system
- Service Provider – Full access to the professional app
- Technical Service – Access to control and diagnostics
- Viewer – Can only view, no actions can be done
- Control Only – Can only control the HVAC operations
*Note: The set of maximum functions available on each Site are defined by the Package the customer registered to with CoolAutomation on the commercial level.
A user with the entity access and Admin permissions can invite other users to an entity or role if they have an equivalent or less access rights. By inviting a user to an entity, an existing user will be added to the access right of the entity or a new user will be created if the user does not exist in the Professional App
When inviting a user to your account you can detemine which site(s)/unit(s)/properties they will have access to. This is called "User permissions". These settings can be edited past the invitation stage as well.
An organization (Customer) can invite a user to their environment with the a set of access permissions. If the user (identified by the e-mail) was already created on the platform , an invitation will be sent to him updating him of the new Access rights he just received.
If it is a new user, a pending user will be created,
an invite e-mail will be
sent with a link to create a user and join the App.
Once the invited user completes his registration
process and press submit, the
user will be created and can log-in into the App
using the credentials he has
selected.
User access permissions can be set in on 4 hierarchic levels of entities:
- Customer – Granting access to the all the HVAC system/s installed on all Sites under this Customer
- Site – Granting access to all HVAC systems on a specific Site
- Group – Granting access to specific group of indoor units on a specific site.
-
Unit – Granting access to specific indoor unit/s
The allowed actions on each one of the entities are determined by the assigned Role the user was given on that entity. A user can be assigned to multiple entities, with different Roles on each.
Professional App user manual User has access only to entities he was invited to. Users see other users (in the user management tab), only for the entities they share.
Editing a user profile is allowed to users with the same role level on an entity.
To invite a user:
- Go to the “User Management” tab
- Click on “Invite User”
- In the user profile definition window add the following details
- User’s email address
- Permissions Settings – select to what entities (Customer, Site, Group, Unit) you give access to and at what Role
- Select whether it is access to only the Control App or to Professional App also
- Click on “Send Invite” If the user email does not exist in the system, an invitation to register will be sent to the user’s email
- “Access Expires” removes access after a certain date
To modify a user's permissions:
- Go to the “User Management” tab
- Click on the user you want to modify
- Open "permissions settings"
- Choose the site and permissions for this user in this site
- Click "update"
To remove a user from a site:
- Go to the “User Management” tab
- Choose the site in which you want to remove a user
- Click the bin banner to remove the wanted user