How to add users and user scope editing in eQuip.

Adding Users and Scope Editing For Users In eQuip! 

• Navigate to Admin > Manage Permissions > Users 

• Choose Add New Record   
  

• Enter information for the following fields: 

• • 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: 

• • Role 

• • • The user will be assigned the role that you choose 

• • Site Permissions 

• • • The user will only be able to view the details of the sites that you choose 

• • Location Categories 

• • • The user will only be able to view assets that are in locations with the location categories that you choose 

• • People Categories 

• • • The user will only be able to view assigned assets and people with the people categories that you choose.  

• • Department Permissions 

• • • The user will only be able to view assets that have been assigned to the Departments that you choose. 

• • Asset Categories 

• • The user will only be able to view assets that belong to the Assets Categories that you choose. 

• Choose the green check mark to save your choices.   
  

• You will receive a success message 

• • Choose OK 
    

• You will then see a summary of the number of choices you made for each category. 

• • 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 

• • 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 

• • Choose OK, and the user will be deleted from the list