Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Add and Manage Users

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Who can use this feature?

Only System Administrators with access to “Admin - Configuration Tools”.

Add a New User

Important Note

You will need to give the user access to at least “Asset Management Desktop” and at least one permission group otherwise they will not be able to use the application. .

  1. Sign in to the Admin App

    Note:

    The Admin App is separate from Asset Management, and uses a different URL from your main system.

  2. Click New UserAn example image of the Users tab in the Asset Management Admin App.

  3. Fill in the new user’s information
    An example image of the User required input fields.

    • Display Name (required)

    • First Name (required)

    • Last Name (required)

    • Email (required)

  4. Select Application Access

    The access check box toggles in the Admin App.

  5. Select Permissions

    The permissions check box toggles in the Admin App.

    Note:

    Permissions are custom-configured, and the list you see may differ from the example.

  6. Select Save.

    The Save button in the Admin App.

  7. Activate the user by clicking the power button in the top, right-hand corner.

    The activate button in the Admin App.


Update User Permissions

  1. Sign in to the Admin App

    Note:

    The Admin App is separate from Asset Management, and uses a different URL from your main system.

  2. Select the user you want to update

  3. Select the Permission Group by checking the box
    The permissions check box toggles in the Admin App.

    Note:

    In each Permission Group, you can view what permissions are assigned to the group as well as what users are in the group.
    An example image of permissions assigned to a group and users in the group.

  4. Click Save


Deactivate a User

Important Note:

Once a user’s account is marked Inactive, they will not be able to log in again. If the user is currently logged in, their session will continue until their session times out or the user logs out.

  1. Sign in to the Admin App

    Note:

    The Admin App is separate from Asset Management, and uses a different URL from your main system.

  2. Select the user you want to deactivate

  3. Click the Power Button at the top
    The activate button in the Admin App.

  4. The login status should change to Inactive
    An example image of a User with an Inactive status in the Admin App.