A list of all users in the ConnectCare service portal displays when you select the Users tab. This screen allows you to view information about each user and it also allows you to change information. To access the Users tab, perform the following steps. 


Step 1. Click on the Welcome link. A drop-down menu displays. 


Step 2. Select the Manage Account menu option. The Manage Account screen displays. 


Step 3. Select the Users tab. Information about all the users in the ConnectCare service portal displays. The contents are described in the table below. 


Manage Account screen (Users tab) 


Information in the Manage Account screen (Users tab)


Item

Description

Buttons

Change Log

Allows you to open the Change Log screen. In this screen you can view changes made to users. An illustration of the Change Log screen is located below this table.

Add User

Click on this button to begin the process of adding a new user. Refer to “Adding a New User” for more information about creating a new user.

Columns

Profile

Illustration of the user that was provided when the user was added or edited

Name

Name of the user

Department

Department the user is assigned to

Title

Job title of the user

Admin

Indicates if this user has administrative privileges

Role drop-down menu

The roles in the drop-down menu were defined by your company. Select the correct role for the user.

Shift drop-down menu

Select the appropriate shift for this user

Department drop-down menu

Select the department the user is assigned to

Alarm Contact checkbox

Specifies if the user is on the Alarm Contact list. Click on the checkbox to include or remove the user from the list.

If the user is on the Alarm Contact list, then whenever an alarm is triggered for any equipment in any of your company’s facilities, this user receives an alarm notification email or app push.

Action

If this column contains the Edit User link, you can make changes to this user’s account. When you click on the Edit User link, the Edit User screen displays. For complete information about this screen, refer to “Changing Information about a User.”


Change Log screen