Creating a User

Property – the base entity used by Investment Management and Asset Monitoring to represent entities and assets.

User – a contact in the system that can view and act on information

Feature – a system function or data item(s) that can be isolated for the purpose of access determination.

Role – A description of the part to be played by user of the system. 

Role Feature – the collection of features associated with a specific user role.

Property User – the intersection of Property, User and Role.  For a User to have access to property (Investment Management and Asset Monitoring entities) data, the User must play a Role on the Property.

Users must be associated to a role; they cannot be tied to individual features. users can have multiple roles and the highest level of access overrides the lowest

Creating Users

Users can be created from scratch or existing contacts can be promoted to a user. Users have access to the system where contacts are usually external persons associated with properties, entities, etc. All users are contacts but not all contacts are users.

To Create a New User navigate to: Admin -> User Accounts -> New or Admin -> System Setup Menu -> User Accounts -> New

First, select whether you will be creating a brand new contact or if you will be promoting an existing contact to "User" status." Then you will simply follow the prompts, specifying the user's name, company, email, and setting up their log in credentials.

Note that existing contacts can also be converted to a user by promoting to user under the contacts tab.

To promote an existing contact to a user:

1. Search for the contact

2. Click the menu icon next to their name

3. Click "Promote to User"

To give users access to a specific property click Portfolio -> Properties -> Open desired property -> set up -> Users. From here you can assign users or create new ones and copy all users to or from other properties.

Creating/Assigning Roles

You can create or edit a role by navigating to Admin -> User Accounts or Admin -> System Setup Menu -> Roles are definable by Admin

To create a new role, click "new" and fill out details under General, Assign Tabs, and Permissions

Features are defined with different access levels.  Some features can be specified to be either on or off while others may have multiple levels of access (read, write, etc.).  The following are definitions of the access levels:

• Read – If the feature is a data feature where values can be edited, then checking this value allows the user Read Only access to the data.  If the feature is one that can either be accessed or not, checking this value allows access to the feature
• Write – allow the user to update the data associated with the feature
• Create – allow the user to create new instances of the data associated with the feature (e.g. Contacts)
• Delete – allow the user to delete instances of the data associated with the feature
• Admin – allow the user administrative rights of the feature (e.g. packages)

To assign a role to a user navigate to Admin -> User Accounts ->search the user ->click on the three dots menu to the left of their name and select "Edit."