Steps to add single & batch add users to the system.
Adding Single Users
Log into the portal with Administrator credentials. Navigate to the Users List and select Create User from the User menu.
Enter the user’s profile information (phone, email address). The email address and phone are used for subscriptions, notifications, and alerts. Select Next.
On the next screen use the drop-down list to select the user’s role. (Refer to the User Roles article for roles and feature access.) When the user has the Guest role, you will need to choose the assets to which the guest has access based on the asset type, manufacturer model or name, or serial number. For example, a guest user might be the 3rd party vendor who comes to do quarterly checks and maintenance on specific equipment.
Healthcare facilities will use this screen to select the user's department, if utilizing the Department feature.
Select Next to set up any applications to which the user will need access.
Because there are often multiple sites within one enterprise or business, users can be granted access to only specific applications. This applies to all user roles with the exception of the Administrator role, which is 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 the setting to All applications.
Click Submit to save the new user. The system returns to the main Users page and the new user is added to the system.
The new user will receive an email with a temporary password. When initially logging onto the portal, the user should use the temporary password provided and then create a new password as prompted.
If the user has been sent a temporary password and it has expired, please reference the "What to do if my Temporary Password has expired" article within the FAQs section of the Cognosos Knowledge Base.
User credentials are the same for the mobile apps as for the portal.
Batch Adding Users
To add multiple users at one time, use the Add bulk users option from the Users menu. Take advantage of the CSV template or create your own file. You will need 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 - for healthcare only (optional setting)
A small pop-message will appear when the upload is complete and users will be on the Users list. Make edits to any new user profiles as needed.