Managing users

Only System Administrators and Administrators can manage users.

This task is performed on the User Management dialog, which is accessible by selecting System | Account | Manage Users.

InfoAsset Mobile supports the following five levels of users:

  • System administrator - unrestricted access. A generic System Administrator user is provided with each InfoAsset Mobile installation.
  • Administrator - full rights to edit applications and forms. This is typically the every day administrator.
  • Supervisor - cannot edit applications or manage users. User who distributes the scheduled tasks amongst the Engineers (see below).
  • Engineer - similar to the Supervisor, but by default, when using a scheduled view, can only see reports assigned to them or unassigned. This behaviour can be modified by an Administrator or a System Administrator for the whole application via the Application dialog.
  • Guest - read-only account. Guests can only view reports.

Note: User level restrictions on completing and viewing scheduled reports are applied at application level and can be edited by an Administrator or a System Administrator in the Application dialog.

User management rules are as follows:

  • You cannot see users with higher roles.
  • You can delete a user who has the same level as you.
  • You cannot delete yourself as a user and you cannot edit your privileges.
  • Anyone can restore any user type.

To add new users:

  1. Select System | Account | Manage Users.

    This displays the User Management dialog.

  2. Click the Add... button.

    This displays the User dialog.

  3. Enter a username in the Username box.
  4. Type the user's name in the Full Name box.
  5. Optionally, enter 3-character initials for the user.

    This is optional but it is good practice to fill in the Initials as these will tag the report entries in InfoAsset Manager against the user.

  6. If required, enter an e-mail address for the user in the E-mail Address box.

    Tip: Entering an e-mail address for each user is optional unless you are making full use of the Work Order Approval functionality.

  7. Select the role to assign to the user in the Role dropdown list.
  8. Tick the network types the new user will have access to with the role specified in the step above.
  9. Click OK.

    A confirmation message is displayed telling you that the new profile has been successfully created. Make a note of the attributed pin number before clicking the OK button to close this message.

  10. Click OK on the User Management dialog to close it.

To edit an existing user:

  1. Select System | Account | Manage Users.

    This displays the User Management dialog.

  2. Select the user to edit in the list view.
  3. Click the Edit... button.

    This displays the User dialog filled in for that user.

  4. Edit user details as appropriate.

    Refer to the Resetting PIN numbers section in this topic for details on how to assign a new PIN number to a user.

  5. Click OK on the User dialog to close it and commit the changes
  6. Click OK on the User Management dialog to close it .

To reset a user's PIN number:

  1. Select System | Account | Manage Users.

    This displays the User Management dialog.

  2. Select the user to edit in the list view.
  3. Click the Edit... button.

    This displays the User dialog filled in for that user.

  4. On the User dialog, click the Reset Pin Number button.

    A prompt is displayed asking for confirmation. 

  5. To proceed, click OK.

    Note: Once the OK button is clicked on the prompt message, the pin number resetting operation cannot be undone, even by pressing the Cancel button on the dialog.

    A message with the new PIN number is displayed. Make a note of it before clicking OK to close the message.

  6. Click OK on the User dialog to close it and commit the changes.
  7. Click OK on the User Management dialog to close it.

To delete an existing user:

  1. Select System | Account | Manage Users.

    This displays the User Management dialog.

  2. Select the user to delete in the list view.
  3. Click the Delete button.

    A message is displayed asking for confirmation.

  4. Click Yes to proceed.

    Note: Deleting a user does not unallocate any work assigned to them in InfoAsset Mobile. It is possible to restore the user at a later date to allocate their tasks to another user.

    A confirmation message is displayed letting you know that the deletion has successfully succeeded.

  5. Click OK.
  6. Click OK on the User Management dialog to close it.

To restore a deleted user:

  1. Select System | Account | Manage Users.

    This displays the User Management dialog.

  2. Click the Restore... button.

    This displays the Select Deleted User dialog.

  3. Select a deleted user to restore.
  4. Click OK to commit your changes and close the dialog.

    5. A confirmation message is displayed letting you know that the restore operation has been successful.

  5. Click OK on the message.
  6. Click OK on the User Management dialog to close it.

Administrative tasks