User Management

Estate Manager provides a comprehensive user management system. Each user of the system is assigned a username and a password which allows them access:


Once someone has been given access in this way, the devices and address book groups that they can see, and what they can do with the those devices and address book groups, is determined by two things: their user type, and the group permissions that have been assigned.

Estate Manager provides four levels of user type, each with their own access: 'User', 'Installer', 'Admin' and the main System administrator.

User - This is the lowest level of access provided. A 'User' can view the settings of any device in the group(s) that are accessible, but no settings changes can be made.
A User can also access the 'Schedules', 'Firmware Version Summary' and 'Service Status And Configuration' sections of Estate Manager, but similarly cannot make any changes.
The 'User' type access can be considered a 'Read-only' type access.
Installer - An 'Installer' has the same access as the above User type, but can make changes to devices as required.
The 'Installer' type access should be considered the main type to set for users who actively must configure and adjust counting device settings as part of their main job function.
Admin - An 'Admin' level access username has access to all device settings as per the Installer type above, but also provides additional functionality such as the ability to perform firmware updates and running of other task files. An Admin user can also create other User or Installer level usernames. Admins cannot create other Admins. Admins can also add, modify and delete address book groups within their group permissions that have been assigned.
System Administrator - This is the top level user type. The system administrator can access all device settings has well as all the underlying Estate Manager system functionality, as the name would suggest.
Coming soon is a user level between Admin and System Admin called System Manager. This level is intended as a system admin type user for Irisys hosted instances.

There can be multiple User, Installer and Admin type users, but there can only ever be one System Administrator login.

Whilst it is possible for multiple people to login using the same Username and password details it is recommended that all users have their own username and password that only they know.

It is recommended that one person from an organization is appointed the System Administrator - usually at time of installation. 

Note that with Irisys hosted Estate Manager instances, Irisys is the System Administrator.

 

Managing Users

If you are an Amin or System Admin user, you are able to add other users and make changes to existing user settings.

To access the users, go into 'Settings', then 'Manage Users': 

 

A list of the current users will be displayed, similar to the below:

Clicking the three dots next to a username allows that user to be managed.

A. Edit. Allows you to change the user level and the address book group permissions.

B. Reset Password.

C. Reset API Key. Used to access data. See the Rest API Programming Guide for more details.

D. Disable. Prevent a user from logging in again until re-enabled.

E. Delete. Permanently remove a username from the system.

F. Unlock. If a user inadvertently enters the wrong password three times whilst attempting to login, they will be locked out for 15minutes. Alternatively an Admin user can Unlock their account and allow them to try again without needing to wait.

 

Add A New User

To Add a new user, click the Create User button in the top right corner. The Add User dialog window will then open:

 

 

You can specify any unique User Name that you want. Minimum length is 5 characters.

 

Optionally you can enter the users real name.

Optionally you can enter the users job title.

 

Optionally you can enter the users company name.

 

Optionally you can enter telephone contact details.

 

A valid email address must be specified. 

 

 

The user type must be specified.

 

 

 

 

 

Note that users can only create additional users at levels below there's. For example, an Admin type user can create 'Installer' and regular 'User' level usernames.
Note when specifying the User type, Admin users who are creating a new user can only choose Installer or User types. If additional Admin users are required, create the user as an Installer, and then ask the System Administrator to increase the type to Admin.

A random passphrase consisting of four random words will be automatically generated:

Ensure you make a note of the password information before clicking the 'Close' button! You will need to send this to the user you just created or they won't be able to login!
New users will not receive an automated email when you create their user login. You must email or otherwise inform the user of their login details and password.
At this point, you can highlight the password text and copy and paste it into an email or other document if required.

Once you've created the Username, you must then specify the address book groups that they are allowed to access.

You can change the access type at this point if required:

Click on the Group Permissions tab and the address book will be shown:

To allow access to specific groups click on them on the left and they will appear in the User Groups on the right.

To restrict access to specific groups leave them in the Available Groups list on the left.
The tick box for 'Orphaned devices' allows users to see devices which don't filter into any of the configured groups. This will most likely occur when un-configured devices are connected into Estate Manager, or if a spelling mistake is inadvertently introduced in the configuration process. Having access to orphaned devices allows users to configure devices so that they then filter into their corresponding address book group(s) correctly.

Once the correct access is assigned click the 'Save' button.

Remember to email your new user their login details.