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
In the main menu on the left, select Occupiers.
In the Occupier list, select the correct occupier.
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
Click Add a user.
The Add user details wizard opens.Supply the basic user details for the occupier user.
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.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.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:
| The basic details for this user. |
Wi-Fi account:
| 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:
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:
| 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:
| The details of this user's account for any essensys Occupier Experience apps. Account status:
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. |
| 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 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.
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:
| 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:
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.