User Roles and Permissions – Drilling Company
If you have a mining account please refer to this page:
Mining Company- managing users
Users with the Administrator role can add users into their company’s account.
If the new User is not listed as an Employee, go to Presets and click on Employees.
Adding Employees
To add the new Employee, click on the +Add button in the bottom left of the screen. Fill out the Employee ID, First and Last Name, and select a choice from the Employee Type drop-down menu. Click the Save button to save the Employee.
If the new User is already an Employee or has been recently added, go to Settings and click on Users.
Adding Users
To add a new user, click on the Add User button.
Account Details
Click the Employee drop-down menu and choose the Employee that needs to be added. Fill in the User’s email address and initial password in the text boxes below. Select the User’s permissions by selecting the appropriate roles from the Add Roles drop-down menu.
User Roles and Permissions – Drilling Company
User Roles can have very different permissions. Inspect the chart at the link below to choose the correct role for the user.
Role Permissions For Drilling Companies
New User First Login
Upon first login, new users should update their password by selecting the User Profile icon in the top right of the screen.
Changing Password
Inside the User Profile click on the Change Password Button, then type in the new password in the New Password text box. Confirm the password by typing in the same password in the next text box, then click the Save button to apply the new password.
Editing Users
To edit a User’s permissions, reset their password, or update their email address, click on the green Edit button next to their name in the User list. Alter the necessary permissions or details. Click the Save button to keep the changes.
Removing Users
To Remove a user, click on the red garbage can button and click the Delete button in the pop-up window. Another prompt will appear asking if you want to deactivate the Employee record. Click the Yes button to deactivate the User from the Employee list, or No to keep them active as an Employee.
Deactivating Users
To Deactivate a User, click on the corresponding Deactivate button. The User will remain in the Users list but will not be able to login. If the User needs to be re-activated, click on the corresponding Activate button.
