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User Management - Field Rep
User Management - Field Rep

Manage customer user access, settings, and permissions.

Updated over a week ago

Aliquot allows the addition of customer users that have the ability to log into, and if given them permission, utilize the software to accumulate data from their testing. This article will go over how to add a customer user to your site and includes some of our recommended best practices for management.

Navigating to User Managment

How to access the User Management Interface:

  1. Log into Aliquot: Open the Aliquot Software Application.

  2. Navigate to Utilities: Go to the Utilities section.

  3. Select “Manage User”: Click on the “Manage Users”

User Management Interface:

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.

Creating a Customer User

  1. Filter Organization:

    1. Fill Hierarchy: To create a customer user, ensure you have selected the correct customer under which the user will operate.

      1. Note: If your user is a global user, you may also have to select the Client.

  2. Enter Information: Fill out the information for the new customer user.

    1. User Details

      1. Email: Enter an email address.

      2. Name: Enter the name of this customer user.

      3. Password: Choose and confirm a temporary password. (The user will log in once with this and will be prompted to set their own password.)

      4. Phone Number: Choose between a US or International format, then add a phone number. Defaults to US (+1)

    2. User Options

      1. Language: Choose the language for the customer user. (Defaults to English)

      2. Permissions: Select a permission template from the dropdown

      3. Account Active: Choose whether an account is Inactive or Active. (Defaults to Active)

    3. Save User: Click save user to advance to User Access configuration.


Editing User Access:

  • Clicking on the trash icon removes access to the specific Customer, Facility, or Building.


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