Once the group(s) for the organisation have been created, the user(s) can be created and assigned to the group(s). Similarly, users can be created before groups are created and can be added or changed to new groups anytime.

A list of all the current users and their associated organisations and groups is displayed on the "User Administration" page. The list can be re-ordered by clicking on the column headers.

Select New User to open up the "Add / Edit User" section.

There are two parts to the page – "User Details" and "User Data View".

• Select the associated "Group" from the drop down, and apply a "User Name" and "Password" to access the account (Once a First, Last and User Name are entered, only then will the Save button become enabled.) User names can include the special characters [dot], [apostrophe], [space] and [hyphen].

Click “Set Password”, and enter (then confirm) a password. The password required to be at least 8 characters long. It must contain at least one upper case letter, lower case letter, number, and non-alphanumeric characters like -+_!@#$%^*.,? also they cannot contain quotes or ampersands.

Check the “Force user to reset password on next Login” box if you want the user to have to change their password at login, else you can remove the tick.

• A message will be displayed, “Password has been set for new user. Remember to push the save button on the user screen to save these user details.” This is important, as leaving the page at this stage will not create a new user.

There is a button labelled Advanced Options. Click on this to view other configuration settings.

• Language: This is a drop down box with a selection on languages. This feature allows the user to select a language. All labels throughout the site will be displayed in the selected language, provided the user has filled in the translation. This is done within ‘Phrase Administration’.

Dashboard Selection Method: Options are:

• Standard Display: The Dashboards are listed and selected from a menu on the top-menu bar. This is the default option.
• Tabs Display: The Dashboards are listed and selected from tabs across the top of the dashboard display area.
• Allow Dashboard Edit: By default, a user can edit a dashboard Allowed. There is also an option to not allow the user to edit, but the padlock is still displayed (Not Allowed).
• Rolling Refresh: Default is No. Setting this to Yes means that the dashboards will move on automatically to the next dashboard as a presentation view. With presentation view enabled, there is also a Play/Pause icon above the dashboards to pause and restart the presentation. The duration each dashboard is displayed for, before moving onto the next is configured by the "Refresh Rate" parameter, within the "Dashboard Maintenance" page.
• Dock Tree and Show Tree: When viewing dashboards, users can view the tree view structure. The tree structure can be opened or closed or docked open. The following options ‘Dock Tree’ and ‘Show Tree’ are in reference to this functionality.
• Show Tree: This sets whether the tree view is available for viewing or not. If this is un-checked then the user will not be able to view the tree view when in the dashboards.
• Dock Tree: This option sets the tree view to be docked as default, permanently open and visible on the page.
• Dash Period Selector: This will display a Period Selector above all dashboards which allows the changing of year, quarter, month or custom period which will override any widget in the dashboard which is also controlled by its own period selector.
  
• Expire Day (yyyy-mm-dd): If a user is to be granted a login for a short time only, then this date can be set to when their login should expire.
• Email: Enter the email address of the user. This will be used to email the user their password via the forgotten password process.
• Temp Units: What the temperature units should be for use in charts. If the temperature value of a point is not in the users preferred units (configured here), then the value will be converted to be in the users preferred units.
• Banner Visible: This sets whether the banner is available for viewing or not. If this is un-checked the user will not be able to view the banner, consequently will not have access to "Menu", "Help", "My Configuration Page", and logout button.

Time Zone Type: Options are:

• Site Local: The data is presented with its timestamp as stored in the Amulet database.
• User Local: The timestamps are converted to the user's time zone as configured in the "Time Zone" setting.
• UTC: The timestamps are converted into Coordinated Universal Time (UTC).
• Time Zone: Configure the user's time zone

Once all the options have been set click the "Save" button

In the "User Data View" settings, this is where we can configure what sites (containers) the user will have access to.

If there is only one site under the organisation, the user will not have the options for selecting individual sites.

If the user belongs to a group which has the Super User option enabled (identified by the text ‘(Super User)’ appearing under the group name), then the ‘All Sites’ option will be selected and the other options will be disabled. This is because Super Users will have access to all sites.

If the user belongs to a non-Super User group and their Site Access (within Group Administration) is set to “Manage Site Access at User Level”, then there is the option to choose what Sites they can have access to. Select the option for “Restricted Site List” and select what Sites the user should access. When the user views the tree view, they will only see the sites checked here. The restricted site list saves automatically as sites are selected from the tree.

If a user is part of a group that has its Site Access (within Group Administration) set to “Manage Site Access at Group Level”, then when editing a user, instead of the “Restricted Site List” treeview, a message is displayed as a reminder that for all users in this group their Site access is managed via the Group Administration page.