Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Info

For SmartServer 4.2 and higher, see Defining Users.

For SmartServer 4.1 (Beta), see Defining Users (Release 4.1).

...

  1. Open the CMS Users widget.



  2. Click the Action button () and select the Create User action.



    The Create User view appears.

    Note

    Click the Expand button (  ) for a better view of this widget. 



  3. Enter the the following for the new user:

    • Login
    • Email
    • First Name
    • Last Name

  4. Select the user type as follows:

    • Admin (can only be created by an admin user type)
    • Owner
    • Supervisor
    • User

    The following table summarizes the capabilities of each user type:

    TasksOwnerSupervisorUser
    (see note)
    Modify CMS license limits with an activation key

    Manage account information

    Manage non-admin user accounts
    Grant access to a geozone or context
    Grant access to individual widgets
    Deploy or delete custom apps

    Add, provision, replace, or delete devices

    Create and modify schedules

    Perform actions within a widget if visible


    Note

    User roles are assigned by the system administrator, owner, or supervisor and define what tasks a user can perform in the system.

    A user can have multiple user roles, including: 

    • Field Technician – can add, provision, replace, or delete devices
    • Scheduler – can create and modify schedules


  5. Set the number of days (or none) before the password expires in the Password Expiration (days) field.

  6. Set the Automatic password generation option for the new user.  

    If enabled, the automatic password generation requires the SmartServer IoT to be connected to a network with Internet access. A notification containing the automatically-generated password is sent to the specified email address for the newly created user. 

    If disabled, the following view appears requiring you to specify a password.

    Info
    titlePassword requirements
    • The password must be at least 14 characters long and must include each of the following: an uppercase letter, a lowercase letter, a number, and a special character.

    • The New Password and Repeat New Password entries must match. 
    • Enabling the Show Passwords feature () displays the disguised password characters.

    Image Modified

  7. Click SAVE to create the new user.

...

To create an admin user type, follow these steps:

  1. /wiki/spaces/TEMP/pages/44041710Log into the SmartServer CMS as an admin user.

  2. Open the CMS Users widget.



  3. Click the Action button () and select the Create User action.



    The Create User view appears.

    Note

    Click the Expand button (  ) for a better view of this widget. 



  4. Enter the the following for an admin user:

    • Login
    • Email
    • First Name
    • Last Name
    • User type – select Admin.




  5. Supply a Google API Key for maps display.

    Info

    The Google API Key is used for access to Google Maps for maps display in the Locations widget (prior to SmartServer 3.4, the Locations widget was called the Map widget). The default admin user will have an embedded key. New admin users should be supplied with a key in order to view maps. The same key that is used for the default admin user can also be used for new admin users.



  6. If OAuth authentication is enabled in the CMS, users can log into its UI using external credentials from the configured external OAuth server. You can enter this information in the OAuth Login field. The OAuth Login information is used to link the SmartServer CMS user to a known external user on a server that provides OAuth authentications (i.e, Google, Facebook, etc.).

  7. Set the Automatic password generation option for the new admin user.  

    If enabled, the automatic password generation requires the SmartServer IoT to be connected to a network with Internet access. A notification containing the automatically-generated password is sent to the specified email address for the newly created user. 

    If disabled, the following view appears requiring you to specify a password.

    Info
    titlePassword requirements
    • The password must be at least 14 characters long and must include each of the following: an uppercase letter, a lowercase letter, a number, and a special character.

    • The New Password and Repeat New Password entries must match. 
    • Enabling the Show Passwords feature () displays the disguised password characters.

  8. Click SAVE to create the admin user.

...