Scope Editing For Users In eQuip
- Choose Login
- Go to ADMIN>Manage Permissions>Users
- Choose Add New Record
- Enter information for the following fields:
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- User Name – Usually the user’s email address
- Full Name – First and last name of user
- User Email – The user’s email address
- Choose User Access
- In the User Access window that opens, choose Add New User Access
- In the User Access Window that opens, choose from the dropdown lists for the following fields:
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- Role
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- The user will be assigned the role that you choose
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- Site Permissions
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- The user will only be able to view the details of the sites that you choose
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- Location Categories
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- The user will only be able to view assets that are in locations with the location categories that you choose
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- People Categories
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- The user will only be able to view assigned assets and people with the people categories that you choose.
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- Department Permissions
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- The user will only be able to view assets that have been assigned to the Departments that you choose
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- Asset Categories
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- The user will only be able to view assets that belong to the Assets Categories that you choose
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- Choose the green check mark to save your choices
- You will receive a success message
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- Choose OK
- You will then see a summary of the number of choices you made for each category
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- Choose the X in the upper right-hand corner of the window to close it
- Choose the green check mark in the lower right-hand corner of the Users screen to save the changes to the user
- You will receive a success message
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- Choose OK
Removing a user
- To remove a user:
- Choose the X to the left of the user in the list on the Users screen
- You will receive a prompt
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- Choose OK and the user will be deleted from the list