How to add single or batch add multiple users.
To log into the Cognosos system (both the portal and mobile app) and access RTLS features, a user profile must be set up. This can be done by adding a single user at a time or by bulk uploading user profiles and then editing each profile if/as needed. Users with Administrator user roles have the ability to add new Cognosos RTLS users to the system. This action creates the user login for both the portal and mobile app. Learn more about user roles and feature access.
Add Single User
Use this option to add one user to the RTLS.
Open the Users page under System Management (hamburger menu or bell icon). Select Create user from the Users page menu. The Create user pop-up window will display to input the user information.
Input the username that will be used for logging into the system and displayed as the person’s username throughout the system. Enter and confirm the user’s email address. These fields are required. Optionally, input a mobile phone number. A mobile number must be present to receive SMS alerts. Select Next. To cancel the process, select the X in the upper right corner of the window.
Use the drop-down list to select the user's role. When the user is assigned the guest role, the user is limited to viewing only specific assets, based on user profile settings.
Highlight the first level filter in the left column. The right column values change depending upon the filter selected in the first column. You may have multiple selections. Once you’ve selected the sub-set of criteria for the first filter, return to the first column and make your next selection. Continue until all the guest filters have been defined for that user. Select Next.
Because there are often multiple sites within one enterprise or business, users (regardless of role) can be granted access to only specific applications. This applies to all user roles with exception of the Administrator role, which automatically given access to all applications.
If the user should have access to only certain application(s), click the Select applications radio dial then place a checkmark next to the application to which the user is granted access. Otherwise leave setting to All applications.
Click Submit to save the new user profile. The system returns to the main Users page and the new user is added to the system. Select Back to return to the User Role page.
For first time users, a temporary password is sent via email. The user will need to use the temporary password for the initial login and then change the password as prompted. For issues with login, refer to this article.
Bulk Adding Users
When it is necessary to add many users at one time, use the Add bulk users option from the Users menu. You will need your user information in a CSV file first:
- Username (required)
- Email address (required)
- Phone number (optional)
- Role (optional)
- Admin
- Standard (default)
- View Only
Note: All other user roles must be created individually
- Department (optional) - applicable for healthcare users only
Open the Users page under System Management with your Administrator login username and password. Click Bulk upload users.
In the pop-up window, click Choose CSV File; locate and select the file you wish to upload. Click Save. If you want to end the process click Cancel.
A small pop-message will appear when the upload is complete. Make edits to any new user profiles as needed.
Each newly added user will receive an email with a temporary password. The user should use the email to set up login credentials.