Manage Users
Every user that uses AssetWise Inspections needs a user account. The user account allows them to log in to the software and is tied to security with roles and user groups to determine the access and permissions for the user.
Create a New User
- Profile Filter – If more than one profile exists for the system, the filter can be used to show only users from the selected profile. This feature is used when editing users but is not relevant when creating a new user.
- Choose a User – By default, the drop-down menu will have "-Create New User-" selected, but existing users can be edited by locating the user’s name in the drop-down.
- Account Expiration Date –
In most cases, user accounts will not need to expire. For exceptions, an
expiration date can be entered.
- Unchecking the Never
checkbox activates the textbox and
icon where the admin can either
enter the expiration date manually in a MM/DD/YYYY format, or select a date
from the
icon. On the date of expiration,
the user will get a User name/password failed message on the login screen.
- Example: If a DOT has contracted work to a company for inspections and that contract ends on 01/01/2021, all of the accounts created for the contractors could be given an account expiration date of 01/01/2021 to ensure that the contractors no longer have access to the system once the contract has expired.
- Unchecking the Never
checkbox activates the textbox and
Name/Password
- First/Last Name – Entering the user’s first and last name is mandatory. This is the name that will be displayed throughout the system, and will read as [last name], [first name].
- User Name – The user name is used to login to the system. On the initial creation of a user, the user name can be left blank. The system will then automatically formulate a user name with the user’s first initial + last name.
- Password – The password
is used to log in to the system. There are requirements for the password that
must be met. When typing the password, the requirements appear next to the
textbox:
- The indicator will verify when the password meets the necessary requirements:
- The password must then be retyped into the Confirm New Password textbox. This is necessary to ensure that the password was typed as intended.
- Password Expiration
Date – Similar to the Account Expiration Date field, the Password Expiration
Date field is set as "Never" by default, but unchecking the box activates a
textbox and
icon where the admin can either
enter the expiration date manually in a MM/DD/YYYY format, or select a date
from the
icon. When the user’s password
expires their log in attempts will fail.
- Password Valid For Days – This option allows the admin to set a specific number of days that the user’s password will be valid. The Password Expiration Date field will automatically update to the appropriate date. When the user’s password is no longer valid their log in attempts will fail.
- Email Address – Enter the user’s email address. The email address must be in a valid format to proceed. The email address can be used on the Users List page to send emails to the user. If the agency/user utilizes other Bentley products, the email address used for those products can be entered here to enable single sign-on through Bentley's IMS authentication.
- Profile – The drop-down lists all of the profiles in the system. A profile must be selected, and a user is only permitted to be assigned to one profile.
- Time Zone – Select the user’s time zone. Specific times do not play a large role within the system, but the time zone can affect a report’s submittal date.
- Role – The user must be assigned to at least one role, but there is no limit to the amount of roles the user can be assigned. The role will control the user’s module access and task permissions.
- User Group – The user group is not mandatory, but it is recommended. The user group will control the user's asset access and there is no limit to the amount of user groups the user can be assigned.
Manage Users Page Controls
- Impersonate User – Selecting the Impersonate User button permits the administrator to view AssetWise Inspections from the selected user’s perspective. This tool allows the admin to ensure that the proper security levels have been established for the user. This is also a tool that the admin and the AssetWise Inspections Support Team can use to diagnose technical issues for a particular user.
- Save – When all of the user information is complete, click Save.
- Delete – To delete the currently selected user, click Delete.
- Users List:
- The Users List page shows all of the users within the system. It includes all of the information entered on the Manage Users page, as well as the user account creation date and the last login date.
- The page has a Send Email button that allows an email to be written and sent to any of the listed users whose checkboxes are checked.
- AssetWise Inspections CE now allows the admin to export the users list into Excel by clicking the Export Results to Excel button in the top right corner of the screen.
