Admin & User Roles

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.

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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 company, portfolio, site, user and role management.

 

Certain users can navigate to Admin through:

Configure tab → Admin → Portfolios

 

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Figure 9. The Admin Portfolio landing page.

 

Create a Site

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

To add a site, click the blue plus button on the bottom right of any page within Admin. Five options will roll out to the left. By selecting the green location icon option, you will be presented with the Add Site pop-up wizard with two options to add one or many sites.

 

Single Site
Select this option to create sites one-by-one. Required fields include Site Name, Portfolio, Country, Address, City, State, Zip/ Postcode, and Status.

 

Bulk Import
Select this option to bulk-create sites. Please utilize the Excel template provided and fill out the associated fields for each site you'd like to create.

 

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Figure 10. 'Add site' pop-up.

 

Add Users

To add a user, click the blue plus button on the bottom right of any page within Admin. Five options will roll out to the left. By selecting the purple icon option, you will be presented with the Add User pop-up wizard with two options to add one or many users.

Single User
Select this option to create users one-by-one. Required fields include First Name, Last Name, Email Address, Role, and at least one assigned site. 

 

Bulk Import
Select this option to bulk-create users. Please utilize the Excel template provided and fill out the associated fields for each user you'd like to create.

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Figure 11. 'Create user' pop-up.

 

Assigning Sites

All users are required to have at least one assigned site to be created. If you would like to assign or un-assign sites at a later time, there are two methods to do so:

 

Method 1: Assign Sites to Users

1. Navigate to the Users section of Admin.
2. Right click on the user, and select "Assign Sites".
3. You will be directed to the list of sites available to the user. Select one or multi-select several sites that you would like to assign.
4. Click the blue Assign button above the list of sites.

 

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Figure 12. Assigning sites to users.

 

Method 2: Assign Users to Sites

1. Navigate to the Sites section of Admin.
2. Select one or multi-select several sites.
3. Select 'Assign Users' or 'Unassign Users' buttons above the list of sites.
4. The associated pop-up wizard will display with options.
5. Choose to (un)assign by role or user, then select your choice accordingly.
6. Click Assign.

 

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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 five default roles:

• Entry Level User (ELU)
• Integrator
• Analyst
• Building Engineer
• Super User

 

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Figure 14. Role types and feature access.

 

To add a custom role, click the blue plus button on the bottom right of any page within Admin. Five options will roll out to the left. By selecting the red icon option, you will be presented with the Add Role pop-up wizard. Fill out the fields here to create a custom role.

 

Setting User Roles

1. Navigate to the users section of the Admin tool.
2. Right click on the user
3. Select Edit.
4. Change the user's Role from the drop down in the wizard.
5. Click Save.