Manage Web Users

Owned by Paul Langlois-Meurinne, created
Last updated: Jun 10, 2022 by Arnold Yongo

Web users can access the web application to manage the system and the reporting dashboard

Add a new web user

  1. Click on the (+) button

  2. Fill in all the details and select the role the web user needs to have

A web user is defined by the following fields

Field name

Field type

Mandatory

Comments

First Name

Text

Mandatory

 

Middle Name

Text

Optional

 

Last Name

Text

Mandatory

 

Email

Text

Optional

 

Role

Single Choice

Optional

 

 

Web user profiles

Profiles are defined in the client configuration. They determine the access rights of the web user or the access to dashboards when creating dashboards. Roles can be adapted based on their needs.

 

viewer

editor

admin

full access

Mobile user

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

TRUE

TRUE

TRUE

 

delete

FALSE

TRUE

TRUE

TRUE

 

edit

FALSE

TRUE

TRUE

TRUE

 

licence

FALSE

TRUE

TRUE

TRUE

 

unlicence

FALSE

TRUE

TRUE

TRUE

 

bulk

FALSE

FALSE

TRUE

TRUE

Web user

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

TRUE

TRUE

TRUE

 

delete

FALSE

TRUE

TRUE

TRUE

 

edit

FALSE

TRUE

TRUE

TRUE

 

bulk

FALSE

FALSE

TRUE

TRUE

Team

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

TRUE

TRUE

TRUE

 

delete

FALSE

FALSE

TRUE

TRUE

 

edit

FALSE

TRUE

TRUE

TRUE

 

archive

FALSE

TRUE

TRUE

TRUE

 

restore

FALSE

TRUE

TRUE

TRUE

 

bulk

FALSE

FALSE

TRUE

TRUE

 

edit hierachy

FALSE

FALSE

FALSE

TRUE

Workflow

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

FALSE

TRUE

TRUE

 

delete

FALSE

FALSE

FALSE

TRUE

 

edit

FALSE

FALSE

TRUE

TRUE

 

archive

FALSE

FALSE

TRUE

TRUE

 

restore

FALSE

FALSE

TRUE

TRUE

Submission

fetch

TRUE

TRUE

TRUE

TRUE

 

edit

FALSE

TRUE

TRUE

TRUE

List

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

FALSE

TRUE

TRUE

 

delete

FALSE

FALSE

FALSE

TRUE

 

edit

FALSE

FALSE

TRUE

TRUE

 

archive

FALSE

FALSE

TRUE

TRUE

 

restore

FALSE

FALSE

TRUE

TRUE

Item

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

TRUE

TRUE

TRUE

 

delete

FALSE

TRUE

TRUE

TRUE

 

edit

FALSE

TRUE

TRUE

TRUE

 

archive

FALSE

TRUE

TRUE

TRUE

 

restore

FALSE

TRUE

TRUE

TRUE

 

Bulk

FALSE

FALSE

TRUE

TRUE

Dashboard

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

FALSE

TRUE

TRUE

 

delete

FALSE

FALSE

TRUE

TRUE

 

edit

FALSE

FALSE

TRUE

TRUE

 

archive

FALSE

FALSE

TRUE

TRUE

 

restore

FALSE

FALSE

TRUE

TRUE

 

run query

TRUE

TRUE

TRUE

TRUE

 

get user report

FALSE

FALSE

TRUE

TRUE

 

download raw

FALSE

FALSE

TRUE

TRUE

Picture

fetch

TRUE

TRUE

TRUE

TRUE

Document

fetch

TRUE

TRUE

TRUE

TRUE

 

create

FALSE

TRUE

TRUE

TRUE

 

delete

FALSE

TRUE

TRUE

TRUE

As an Optimetriks admin, you can assign web users to the role "Optimetriks Operations" and assign them, clients.

Customize profile

In the client settings, It is possible to change the name of the profile and to create a new profile, and define what the web user can do.

Access to all resources

In the profile definition, there is a toggle button to “give access to all resources”.

This conditions the access to:

  • list items

  • teams

  • users

  • dashboards

If this is activated, the user can manage all the resources of the client, regardless of the teams they belong to.

If this is not activated, the user can only manage the resources assigned to the team he belongs to.

Only web users with the option activated will be able to see the “orphan” items and users, i.e. all the ones that have not been assigned to any owner

Defining web user roles

Roles are created in the client setup. They determine the dashboards the web user can see.

When you create a dashboard, you can specify the role that should have access to it.

Assign a dashboard to a mobile user role.

This is done through the web application, under the dashboards section.

Go to the target dashboard and click on the edit icon that appears on it. Navigate to the field “Attached roles to query dashboard”, click on the Add(+) icon, add your role(s), then confirm and Save.

Retrieve the password of a web user

Through WebApp, you can reset and retrieve WebApp login credentials for your client. The client will receive a new password in their inbox. Always remember to inform them to check their spam folder in case they don't receive it by email.

Go to the web user, and click on the edit icon on the account.  Click on RESET PASSWORD, then on SAVE once done. The user password will be reset.

Edit a web user

Click on the edit icon to edit the information

Delete a web user

Click on the delete icon to delete the information

Filter web users by Team, Team Label, Team Level

You can filter the web users as per the team they belong to, by using the filters option on the top left of the banner. You can also select the Team Label or Level to pick all the teams matching this filter.

Create Multiple web users (bulk)

  1. Click on the 3 dots at the top right and select “Bulk create web users(CSV)”

  2. Upload the users as per the template provided

The mandatory fields must be filled in the template before uploading it so as to avoid errors.

Edit Multiple web users (bulk)

  1. Select the users you want to edit.

  2. Click on the 3 dots at the top right and select “Bulk edit web users”. On the page that opens, type “yes”

Delete Multiple web users (bulk)

  1. Select the users you want to delete.

  2. Click on the 3 dots at the top right and select “Bulk delete web users”. On the page that opens, type “yes”

Download all web users

Click on the download icon

The file downloaded will have the user names, emails, dashboard roles, and teams they belong to.