How to Set Up a New User in the System
Follow the steps below to create a new user, assign appropriate permissions, and ensure they have the necessary access:
- User Setup
- Existing User: Move to Step 2.
- Create the User: Begin by creating a new user in the system.
- Assign User Permissions
- Account Association: Associate the user with the existing account, HPDS - Professional Services Projects.
- Site Association: Associate the user with the existing site, Professional Services Virtual Warehouse to ensure proper access to the necessary features.
- Set User Permissions: Configure the appropriate permissions based on the user’s role.
- User Permissions are set at the account level in the Admin Tool.
Area |
Area Description |
Permission |
| API Access | Grants access to device, accounts, and sites. | Checked |
| Document Manager | The Document manager is used to upload, download, and manage files. | User |
| WaterCompass | Provides an overview of water usage, leaks, etc. | User |
- Request Installer Invitation
- Submit Invitation Request: Request the installer invitation for the new user.
- Provide Required User Information:
- Username
- Phone Number
- Email Address
- Operating System (iOS or Android)
- Invitation Process
- Engineering Team: The Engineering team will send the installer invitation to the user.
- Pro Services Follow-up: Professional Services will follow up with the user to confirm the successful setup and address any issues.