Getting Started with Users and Sites

This article provides an overview on navigating the Platform's menu, the function of each menu drawer, how to create and assign sites, and managing user roles and permissions.

 

 

Navigation

The Platform features a navigation-drawer style menu. All Platform features are accessible through this menu, which is always visible on any page on the platform.

After logging in, the default landing page is the Overview page. The menu on the left side is comprised of five top-level navigation selections.

Figure 8. An Overview Page.

 

A brief description of each drawer and the features contained is included below:

Menu Items
Drawer	Feature	Description
Overview	-	This icon provides a link to the Overview page.
Workspaces	Workspaces	All Workspaces are visible as a tile-list here.
Portfolio	Portfolio Selector	A drop-down menu to select any Portfolio accessible to the user.
	Alerts Analysis	View all the alerts currently triggered within the current portfolio.
	Data Views	Build queries to export Platform data.
	Document Library	Upload and manage documents, images and videos relating to your sites and portfolio.
	Events	Track actionable items within the Platform that link to details and live data.
Site	Site Selector	Select any site within the active portfolio.
	Control	Write commands or values to site controllers.
	Site Analysis	Build time series charts from the available site data.
Configure	Admin	Manage users, roles, and sites in your portfolio.
	Logic Builder	Create or edit logic modules.
	Site Builder	Create a site or import and edit points and tags.
	Tagging	Add or edit tags applied to sites, devices or sensors.
Support	-	Access a support form to contact the Switch team.

 

The Admin Tool

Only certain users can access the Admin Tool - this enables users to undertake portfolio, site, user and role management.

 

Certain users can navigate to Admin through:

Configure tab → Admin

 

Figure 9. The Admin Landing Page.

 

Create a Site

Please note that users must have the appropriate permissions to create and edit sites.

To add a site, simply click the 'Add Site' button in the site section of the Admin tool. A pop-up will appear presenting two options:

 

Single Site
Fill in the required fields and click 'Add Site'.

 

Bulk Import
Using an Excel template, users can create sites in batch. Please note, the Excel template is provided during this process.

 

Figure 10. Add Site Pop-up.

 

Add Users

To add a user, click on 'Add User' in the User section of the Admin tool. A pop-up will appear presenting two options:

 

Single User
Fill in the required fields and select 'Add User'.

 

Bulk Import
Using an Excel template, batch create users. Please note, the Excel template is provided during the process.

 

 

Figure 11. Add User Pop-up.

 

Assigning Sites

Once users have been created, they need to be assigned sites. When assigning a user a site, the corresponding portfolio will be available to the user in their Portfolio menu tray. There are two methods to assign sites:

 

Option 1: Assign Sites to Users

1. Navigate to the Users section of the Admin.
   
   
2. Select User(s).
   
   
3. Click 'Assign Sites.'
   
   
4. In the pop-up window, input site names or select them from the list.
   
   
5. Click 'Assign'.

 

Figure 12. Assigning Sites to Users.

 

Option 2: Assign Users to Sites

1. Navigate to the Sites section of the Admin.
   
   
2. Hover over the site row item and click ‘Edit’ on the right-hand side of the row when it appears.
   
   
3. In the pop-up window, insert username(s) or select one from the list.
   
   
4. Click 'Save.'

 

 

Figure 13. Assigning Users to Site.

 

Managing Roles and Permissions

Roles are used to manage user permissions. Each user is assigned a role, dictating which parts of the Platform they can access. Each role will have access to the associated ticked features.

There are four roles:

• Super User
• Integrator
• Remote Support Team
• Facility Tech

 

Figure 14. Role Types and Feature Access.

To add a role, click 'Add Role' in the roles section of the Admin tool (as pictured above).

 

Setting a User Roles

1. Navigate to the users section of the Admin tool.
   
   
2. Hover over the user row item and click ‘Edit’  on the right-hand side of the row when it appears.
   
   
3. In the pop-up window, select the user role from the drop-down list.
   
   
4. Select 'Save'.