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Create or edit user

CoroPlus® Machining Insights uses the concept of Roles, which controls what users can and cannot do within the software.

A single user can have more than one of the six pre-defined roles.

CapabilityAdministratorEditorViewerGuestOperatorReports Viewer
Dashboars and Reports
View and edit
View and edit
Only view
Only view DashboardOnly view
Only view Reports
Operator Panels
View and edit
View and edit
Only view
No
Can classify cycles
Only view Reports
Ticket and Alert watcher rules
View and edit
View and editOnly view
No
No
No
Tickets
View and edit
View and edit
Only view
View and edit
View and edit

View

and edit

Alerts
View
View
View
No
View
View
Activities, Targets and Calendar schedules
View and edit
View and edit
Only view
No
Only view
Only view
Device data from Download Device Data
View and download
View and download
View and download
Only view
View and download
View and download
Device Properties
View and edit
View and edit
Only view
No
Only view
Only view
KB articles
View and edit
View and edit
Only view
No
Only view
No
Users
View and edit
Only view
Only view
No
Only view
Only view


User administration

  1. Click on the menu button in the top left corner.
  2. Select the Users widget.


Add New User

  1. Click the Create User button.
  2. Fill in the required fields of the Create User form:
  • Username
  • First name
  • Last name
  • Email
  • Password
  • Plants
  • Roles

Note:
Each user can be allotted single or multiple roles.


Edit an existing User

  1. Select the required user from the list. The Update User window will open.
  2. Click on the fields and make the necessary changes.
  3. Click on Save.

Note:
The Username field is NOT editable.


Enable/Disable Users

Collected data are linked to a user; in order not to erase any historical data, it is impossible to delete a user in CoroPlus® Machining Insights. Instead, you can set a user as Not Enabled. If you disable the user, it is removed from the list of selectable users.

  1. Select the required user from the User list. The Update User window will open.
  2. Check the Enabled option in User Status to enable or uncheck the Enabled option under User Status to disable the user.
  3. Click Save.

Note:
In the Users screen, click on the funnel icon to the right of the search text box to filter the enabled or disabled users list.

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