Create occupier users. These users are the employees who work for the occupier (tenant).

When you create an occupier user you will record some basic details about them, 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 essensys Operator Experience (the essensys Mobile App and the essensys Portal) to view and manage their own, or other user's, data.


Manage occupier users

  • Add an occupier user.

  • Edit the details associated with an existing occupier user.

  • Delete an occupier user.

Accessing the User management page

  1. In the main menu on the left, select Occupiers.

  2. In the Occupier list, select the correct occupier.

  3. Click the Users tab.
    The Users list opens, with the top user in the list (if there is one) selected.

Tip: You can filter the list of occupiers or the list of users by typing text into the search text fields. The list is filtered as you type.

Add a new User

  1. Click Add a user.
    The Add user details wizard opens.

  2. Supply the basic user details for the occupier user.

  3. Optionally, set up the occupier user's Wi-Fi account.
    The occupier user will be invited by email to connect their personal devices to the Wi-Fi Secure network. For more information about Wi-Fi Secure, see Wi-Fi Overview.

  4. Optionally, set up a User account to allow the occupier user to access one or more of the essensys Occupier Experience apps.
    Select a Role for the user, and invite them to use each app individually.
    Note: Users will be invited (by email) to each of the essensys experience apps individually, but will only need to set up one password to use across essensys experience.

  5. Click Add user.

The occupier user is created. Wi-Fi account and experience access are enabled for the user as defined, and invitation emails are sent to the occupier user as applicable.

What next?

  • If the new occupier user has a Wi-Fi account, they should sign in to the Wi-Fi Secure network with the details from their invitation email.

  • If the new occupier user has access to essensys Occupier Experience, they should sign in with the details from their email invitation.
    Note: The occupier user will be invited to each of the experience apps separately, with one invitation email for the essensys Mobile App and one for the essensys Portal, but they only need to create a password for their account once and will sign in to both using the same password.

Tip: If the new occupier's telephony is managed by essensys, you can also assign this user a phone number in the Occupiers > Telephony pages. For more information, see Phone number details - Assign a user.

Editing user data

  • You can edit occupier user details by clicking Edit in the top-right of the user details page.

  • If this occupier's telephony is managed by essensys and you assigned this user a phone number in the Occupiers > Telephony pages, you can not edit their direct line telephone number in the edit page. The direct line field is replaced with a phone number field, which describes their assigned number.

  • If the user wants to connect to the Wi-Fi Secure network at a site that is not currently their Wi-Fi homesite, but do not want to be connected to the shared Guest network (the default), you should edit their details and select a different Wi-Fi homesite for them. A new password is issued by invitation email.


User details - Read-only

User List (Left)

Field

Description

Search

Optionally, filter the list of users by typing part or all of the user name into the search field.

Add user

Click to create a new user for the selected occupier. For more information, see Add a user wizard.

Download users

Click to create and download a CSV file containing details of all of the users associated with this occupier.

Main Editor (Right)

Field

Description

Edit user

Update the details for the user that is visible in the main editor.

For details of fields in Edit dialog box, see Add a user / Edit a user.

Delete user

Delete the user from the system.

Note: If you delete a user who has a phone number that is managed via the Telephony pages, that assignment is removed on delete.

Details:

  • User name (first and last name)

  • Job title

  • Direct line / Mobile number

  • Email address

The basic details for this user.

Wi-Fi account:

  • Wi-Fi Status

  • Wi-Fi homesite

  • Concurrent device limit

  • Hover: Reset Wi-Fi password

This user's Wi-Fi account details. Where present and active, the user can connect their private devices to the Wi-Fi Secure network using their password.

Wi-Fi Status:

  • PROVISIONING - The Wi-Fi account is currently being activated.

  • DEACTIVATED - The Wi-Fi account has been deactivated and the user cannot connect to the Wi-Fi Secure network.

  • ACTIVE - The Wi-Fi account is active, and the user can connect to the Wi-Fi Secure network.

Where the Wi-Fi account is active, hovering over this row displays an option to reset the password used when connecting to the Wi-Fi Secure network as this user.

Telephony:

  • Assigned phone number / Ext

Where the user has been assigned a phone number in Telephony, details of this phone number are shown.

Clicking the link takes you to the phone number details page.

User account:

  • Account status

  • Account role

  • Portal Invite Status (Hover: Reset)

  • Mobile App Invite Status (Hover: Reset)

The details of this user's account for any essensys Occupier Experience apps.
The account status, the role for the user when accessing the account, and the current status of the individual email invitations that enable app sign in.

Account status:

  • NOT INVITED - The user has not been invited to access any experience app.
    Tip: To send an invite, select edit and invite the user.

  • AWAITING USER SIGN IN - The user has been invited to sign in to one or all experience apps, but has not yet signed in to any.
    On hover, a Reset button is available to the right of the invite status field. Click to resend the email invite to the user.

  • ACTIVE - The user has signed in to essensys experience.

Note: When an occupier user is invited to these apps, they will receive an invitation email for each. There is, however, only one account with only one password that is used for all essensys Occupier Experience sign ins.

User details - Add a user / Edit a user wizard

The add and edit user wizards describe:

  • User details - Capture standard details about the user, create or manage their Wi-Fi account, and select the role they have when accessing the essensys Portal and Mobile App.

  • If the occupier is using the smart access module, the smart access details for this user.

User details

Field

Description

Occupier

Locked. The occupier that this user is associated with.

First Name

Mandatory. The user's first name.

Last Name

Mandatory. The user's last name.

Email address

Mandatory. The user's email address.

Note: This value must be unique for all users associated with this operator.

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.

Mobile phone

Contact mobile number for user.

  • Direct line

  • Phone number (Handset)

Where the name of this field is Direct line, this is a contact land line number for the user.

Where the name of this field is Phone number, the occupier's telephony is managed by essensys, and they have been assigned this number in the Occupiers > Telephony pages.

Language

The language that the user wants to view essensys Occupier Experience in by default.

Wi-Fi account:

  • Create a Wi-Fi account

  • Activate / De-activated

  • Concurrent device limit

  • Wi-Fi homesite

Create or manage this user's Wi-Fi account details. Where a Wi-Fi account is present and active, the user can connect their private devices to the Wi-Fi Secure network. For more information, see Wi-Fi Overview.

  • Create a Wi-Fi account - Only shown where there is no Wi-Fi account at present. Select to create a Wi-Fi account for this user.

  • Active - Available where a Wi-Fi account exists for this user and is currently active.
    Toggle to De-activated to disable the Wi-Fi account for this user.

  • Concurrent device limit - Select the number of devices that can be concurrently connected to the Wi-Fi Secure network as this user.

  • Wi-Fi homesite - Select the site at which the user will typically connect to the Wi-Fi Secure network. The user can connect to Wi-Fi Secure at any site that they have site access to, but will be added to the shared Guest network at any site that is not their Wi-Fi homesite.

When the Wi-Fi account is created, the occupier user is invited to join the Wi-Fi Secure network by email.

Once the user has reached the concurrent device limit, any further attempt to access Wi-Fi Secure as this user fails.

Tip: If the user wants to connect to the Wi-Fi Secure network at a site that is not currently their Wi-Fi homesite, but do not want to be connected to the shared Guest network (the default), you should edit their details and select a different Wi-Fi homesite. A new password will be issued by invitation email.

User Accounts:

  • Role

  • Portal access - Send invite to join the essensys Portal

  • Mobile access - Send invite to join the essensys Mobile App

Details of the user account used by this occupier user to access essensys Occupier Experience.

Role - The role that this user account has when accessing the apps:

  • Admin - A user that can manage the details of other users with the same occupier.

  • User - A user that can manage their own details, but not that of other users.

Send invite... - Select to invite the user to access the Occupier Experience apps. This option causes an email to be sent to the user, requesting they sign in to the Portal or Mobile App and create a new password.

Note: Where the option to send an email is fully disabled (the toggle can not be set into the enabled state), you (the operator) do not have an agreement with essensys that lets you offer the experience to your occupier users. To enable assignment of the apps, contact us.


Further information

  • If you are using the Smart Access module, you can also 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.

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