In this guide we will take you through how to view and manage the details of yourself or Staff or operator team and their login to the essensys Platform.
Tip: We refer to these users as operator team members.
These users are employees or Staff members who work for the operator(Site Team).
When you create an operator team member, you will record some basic details about them, assign them to particular sites, and may opt to:
Create a Wi-Fi account that lets them connect their private devices to the Wi-Fi Secure network.
Invite them to use the essensys Platform as either an admin or a user.
Manage Account Team Members
From the Team members page, the operator can:
Add a team member (an operator user) to their team.
Edit the details associated with an existing team member.
Delete an operator team member.
Accessing the Team Member management page
In the main menu on the left, select Account.
The Account page opens.Click the Team Members tab.
The team members are listed in the current view, with the selected user's details visible in the main editor.
Tip: You can filter the list of users by:
Searching for an individual user using the search text field. The list is filtered as you type.
Filtering the list to show only those team members with access to a particular site, all sites, no site, or those sites that are managed by the logged in user (my managed sites).
Add a new Team member
From the Team members page:
Click Add a team member.
The Add or Edit team member details dialog box opens.Specify the following details for the new user.
For more details about each of the fields, see User Details.The basic user details, including a direct line contact number and the Language that the team member should see the essensys Platform in.
Optionally, create a Wi-Fi account for this user.
This account allows the team member to connect their private devices to the Wi-Fi Secure network at their assigned sites.Select the team member's Telephony homesite location.
The team member will be able to allocate phone numbers at the selected site.Select the team member's Platform account details.
Selecting a Role indicates the team member's access level when they sign in to the essensys platform.
Click Next.
The Site Permissions page opens.
Select the sites that this user is associated with.
Click Save.
The account team member (an operator user) is created.
Manage Existing Team members
The following options are available in the read-only details of the Account Team member page. Apart from Edit and Delete, the icons are hidden until you hover over the section:
Click Edit to update the details for the user. For details of fields in Edit dialog box, see Team member details.
Click Delete to delete a team member from the system.
In the Wi-Fi Access section, click Wi-Fi Password to reset this user's Wi-Fi Secure password and email with new credentials.
In the Telephony section, click the link to open the Phone number details page for this team member.
In the Platform access section, click Resend invite to join the platform to send the user an email to register for the platform.
Team member details
The possible pages seen in the add and edit team member wizards:
User details - Capture standard details about the user, and create or manage Wi-Fi account, define telephony home location, and select role and essensys Platform access.
Site permissions - The Site Permissions page controls which sites this user is associated with.
All pages
Field | Description |
Download | Click to download the filtered user list as a CSV file. |
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User details
Field | Description |
First Name | Mandatory. The user's first name. |
Last Name | Mandatory. The user's last name. |
Email address | Mandatory. The user's email address. |
Job title | The user's Job Title. For information. Tip: This may be useful where there are a lot of users, but they share settings based on their job. |
Language | The language that the user wants to view the portal in by default. |
Handset | Edit only. If the user's phone number is associated with a particular handset, this is the ID for that handset, and is found on the device. |
Wi-Fi Account:
|
Note: Once you have reached the concurrent device limit, any further attempt to access Wi-Fi Secure as this user fails. |
Telephony homesite location | Select the Telephony homesite for this user. Note: This user can allocate phone numbers from this site. |
Platform Account:
| Only available when creating a new user. Role - This user will be created in the platform with access rights as follows:
Platform access - Select to send an email to the new user, requesting they sign in to the essensys Platform and create a new password. |
Site permissions
The Site Permissions page controls which sites this user is associated with. They can be associated with individual sites, or with all sites.
Field | Description |
Select all | Click the arrow in the Assign Sites field to move all sites to the Selected Sites column. This associates this user with all sites. |
<Site> | Click the arrow in the Assign Sites field to move a particular site to the Selected Sites column. This associates this user with a particular site. Repeat as required. |
FAQ's
I can't see another site against my login?
I can't see another site against my login?
It could be you have two different emails with two different sites or you don't have that site assigned, in the Team Member section you can then add this against you or your Team Members login.
I've added the site but it still not showing?
I've added the site but it still not showing?
Have you tried logging in and out?
Further information
If you are using the Smart Access module, you can also use this dialogue box to manage access control for this user.
Note: You can not manage the Access Groups that this user is associated with in the edit user view, only in the add user view and the manage groups view.