Before you begin
This article covers only the most basic steps for creating and filling out new user accounts. To learn about additional configuration you can complete for user accounts, see the User management section.
Version: v6 User management (what does this mean?)
Before users can access the app, their admin needs to make a user account with a unique email address and the account needs to be activated.
The number of accounts you can activate depends on how many licenses you've purchased. To learn more, see Add or remove user licenses.
In this article:
Create a user account
To create a user account:
- Navigate to Settings > Users.
- Click Create:
- Enter the user's full name and email address. This is the email address where they'll receive login instructions, notifications, and work assignments.
- If this user is an administrator, check the Administrator checkbox. Administrators can do everything in the app, but require another administrator to make changes to their own account.
- Under the User groups tab, click Add to assign the user to user groups.
- Users receive notifications and will be assigned to work via their user groups.
- Select the user groups to assign them to.
- Select the locations (sites) that the user will be working at. If you only have one location (site), then the only available location is “(No Site)”.
- Click Save.
- Users receive notifications and will be assigned to work via their user groups.
- Under the System roles tab, click the role that the user is assigned to:
They can only be assigned to one role. The user's role determines what permissions they have and how much access they have to the features of the app. - Click Save.
Activate the user
Activate the user (assign them a user license) so that they can log in.
- Navigate to Settings > Users.
- Click the user to activate.
- Click the Status dropdown and change the user status from Deactivated to Active:
If there are no more available licenses, you'll be prompted to add more licenses in the Account Management window. - Click Save.
- Once the user is activated, they'll receive an email to the email address in their profile that gives them instructions for creating a password and how to log in.
Add user details to their profile
To add more details to the user:
- Navigate to Settings > Users.
- Click the user to edit:
- Fill in any additional details that your organization requires:
| Field | Description | Example |
|---|---|---|
| Name | The user's name. | Jane Smith |
| Email address | The email address where the user will receive work assignments and notifications. | Jane.Smith@rockwellautomation.com |
| Personnel code | The identifier your organization has assigned to that user. | P019 |
| Job title | The user's job title. This job title does not affect the user's permissions, and is solely for informational purposes. | Lead Technician |
| Hourly rate | The user's hourly rate of pay. | 15.00 |
| Hourly rate currency | The currency the user is paid in. | CAD – Canadian dollar |
| Assign manager(s) | The manager(s) this user reports to. To learn more, see Assign managers. | – |
| Primary phone number | The primary phone number you'd use when contacting this user). | 555-555-5555 |
| Secondary phone number | An alternate phone number where you can also reach this user. | 555-555-5555 |
| Address | The user's street address. | 40 Hanna street |
| Apartment or unit number | The user's apartment or suite number. | Suite 500 |
| City | The city the user lives in. | Toronto |
| State or province | The state or province the user lives in. | Ontario |
| Country | The country the user lives in. | Canada |
| Zip or postal code | The user's ZIP code or postal code. | M6K 3N7 |
That completes the basic user account setup.
To further configure your users:
For a full list of articles about setting up users and permissions, see the User management section.
Next up: Assets