Please note: This article describes Remote Service users, which are different from Remote Service users. See this article for details on Customer Portal users.
The Users page in the Remote Service Platform displays a list of each remote service user account at your company. Each individual user can be assigned to specific machines, user groups, or admin access levels, all of which are explained in detail below.
To find a list of users, navigate to Admin > Users in the Remote Service Platform.
By default, the Users page will load displaying an empty list.
You can toggle the users list to display or hide disabled users. This can be done by clicking the filter symbol.
To read more about disabling users, see this article.
To find a user or list of users you want to find, enter search parameters in the search bar. You can search by User Name, First/Last Name, Location, Email, Enabled, Locked, or Admin.
To display a list of all users enter the * character search term.
Searching with the term Admin displays a list of Admin users (signified by the green icon in the Admin column).
New User Creation
To create a new user:
1. Log into the Remote Service Platform.
2. Go to Admin > Users, and select the icon to open the New User creation page.
3. Complete the New User form
Here, you can input a username, password, and set other parameters, such as allowing password changes or requiring one at the next login.
Note: When an Admin creating a user has an admin level higher than local, they will need to select the admin level of the new user as well in this step.
At a minimum, make sure you fill out the user name, initial password, and an email address, and select the appropriate access rights.
User Access Rights
The Admin Access Level defines the level of view that the user will have within the customer’s mother company.
- Write – Users can access machines (when granted proper access permissions) in the platform, but have no visibility to the Admin menu unless specifically granted Administrator-level access to a product from the User Permissions.
- Dashboard – Grants access to the Dashboard page, which provides a map and metrics of available machines.
- Admin – In addition to all above permissions, an admin user can create, edit, or delete machines, users, etc. in the Remote Service platform.
- Automatic Portal Access – Grants the user access to the Customer Portal for all machines which they have access permissions to already (Customer Portal must be active on the machine).
Editing User Information
Clicking the icon next to a user will allow for edits to be made to an existing user’s information, such as a user’s name, email, or time zone. Admins will be able to access certain security permissions here, including allowing or requiring the user to change their password, enabling or disabling a user, and more.
The User Information tab from the My Profile menu allows the user to set their own time zone, language, as well as to change or add additional personal information such as email address or language.
It is also important to note that user permissions set in the Customer Portal have nothing to do with the user permissions set in the Remote Service Platform. The users in the Remote Service Platform are those of the OEM. The users in the Customer Platform are those of the OEMs’ customers and are entirely separate from one another.
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