This article provides information on how to navigate the user management list, guides for user creation and configuration of your users, and some best practices for managing your Global, Client, and Customer users in Aliquot.
Navigating to User Managment
How to access the User Management Interface:
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Utilities: Go to the Utilities section.
Select “Manage User”: Click on the “Manage Users”
This takes you to the Manage Users screen.
User Management Interface:
This feature allows you to view all your users under one location.
The user management interface has a wealth of options and information. This screen displays any and all users in your organization when filtered correctly. Some of the info you will find here is:
Personal information like:
Name,
Phone number,
The Permission Template assigned to the User,
The User Type:
Global,
Client,
Customer,
And whether the User is locked or not.
Filtering by Organization:
On the left side of the screen, there is a number of different filters. These can be used to more easily find specific users or can be configured to only show users from specific Clients or Customers.
Filter by Client or Customer: 
Choosing a Customer in this filter will display all users that have access to the chosen customer.
Global Users with the correct access levels will be able to choose which Client is being viewed here.
Filter by Status:
Choose whether you are viewing Active or In-Active users.
Filter by Type:
Global: Selecting this option will display all global users based on the current filters. Global users are users that have the ability to switch between clients.
Client: Clicking on the Client type filter will show all client users for the current filter configuration. Client users are where you would typically find your sales representative's or service technician's accounts.
Customer: Choosing Customer type will bring up all customer users on your site. This user type is where any operator users would be found.
Edit Users:
Click the "edit icon"
on the user you want to edit
Brings up the Edit Customer Screen:
Three sections are on this page
User Details- name, contact info
User Options- Language, active status, and permissions.
User Access- Customer, Facility, and Building access.
There is also an option at the bottom right to change the user's password.
Edit User Details
Correct, edit, and update user details here.
Instances of this might include change in email domains, legal name changes, or updates in company phone numbers.
Edit User Options
Adjust Permissions:
Click the dropdown box under Permission Template
Choose the new permissions needed for the user.
Note: Selecting System Admin, Service Admin, or Service Rep require the use of a license.
If you adjust permissions and get a subscription error message, you may need to purchase more of those licenses or confirm another user wasn't given the wrong permissions.
Set as Active/Inactive:
Toggle an account to inactive or back to active.
Edit User Access:
Add or Delete Customer, Facilities, and Building Access
Delete a whole column with the top Delete icon to remove all access.
Delete individual ones in the list to remove individual access.
Change Password: 
Click Edit Password.
Enter a temporary password into both fields, ensuring that it matches.
The Password set here can be used once. The selected user will be prompted to set a new password for their account.
Creating New Users:
You can Create Global User, Create Client User or Create Customer User in the User Management Interface.
Creation tabs have different names with backend permissions, but the creation process is the same.
Global User: 
Click Create Global User without a Client selected under Filter Organization.
Proceed to Creating a User.
Client User: 
Click Create Client User without a Customer selected under Filter Organization.
Proceed to Creating a User.
Customer User: 
Choose a Customer under Filter Organization
Click Create Customer User.
Proceed to Creating a User.
Most Customer users will fall under the Operator template, or a custom edited Operator template.
Customer users should use operator logs, not service reports.
Service reports for Operators should be set to view.
Creating a User:
Fill out the required fields:
E-Mail. (One unique e-mail is required per user.)
First and Last Name.
Temporary password.
Phone Number.
Permission Template- this is what will drop in Building, Facility, and System permissions.
Hit 'Save User'
If you go back out to the Manage Users screen, hit edit on your new user. You should see the correct customer, facility, and building access set up for their Permission Template.
Creation process for both Clients and Customers will be the same process.
This article covers information on navigating the user management list. It includes guides for creating and configuring users, as well as best practices for managing Global, Client, and Customer users in Aliquot.