Administration - Users and recipients

Modified on Fri, 29 Sep 2023 at 09:21 AM

Learn everything you need to know about adding, editing or deleting users, recipients and recipient deviations in RmoniWeb.


Users


Navigate to Administration and select the Users menu item. At the top of the screen three tabs are shown: 

  1. Users
  2. Recipients
  3. Recipient deviations

 

Users
 
All users (that the logged in user may see) are shown in this overview. This is based on the organizational unit the user is linked to. There are several options in this overview:

  • Excel operations
     
    Export or import users. Users can download a sample import file to easily import new users. It is important that all obligated information is entered.
     
  • Create new users
     Creating new users consists out of several steps:
    • First Tab: Enter all obligated information. The Email address needs to be unique and the phone number is optional. You can tick the recipient box so the user will show up as recipient when creating a report or alarm configuration. If the phone number is entered combined with the recipient box checked, then the user will be displayed as recipient for alarms via SMS or voicecall. Add the user to one or several organizational units to determine what the user may see.
    • Second Tab: Select a role to determine which access rights the user needs to have. 


  • Filter options / search
     Search on usernames by using the search field or use one of the filter options:
    • Filter on specific permissions
    • Filter on role
    • Filter on locked users
       
  • Actions per users

There are several actions while clicking on Actions per user:

    • Edit – Edit the user details. A screen similar when creating a new user is shown.
    • Permissions – Edit the permissions for the selected user. Editing the users permissions means deviating from the role that has been assigned to the user.
    • Unlock – Unlock the user if their account has been locked.
    • Delete – Delete the user from RmoniWeb.

 

External recipient

Navigate to the second tab External recipient. All external recipients (that the logged in user may see) are shown in this overview. Generally speaking external recipients are used for recipients that do not need an user account, but do need to receive reports / alarms. There are several options in this overview:


  • Create recipient
    Create new recipients consists out of several steps:


  • First Tab: Enter all obligated information. Only the first name is obligated. Tick one or several types / destinations. Recipients for reports can only use the type “Email”, while sensor alarm recipients can use all of the types. Add the recipient to one or several organization units to determine the information the recipient may receive.
     
  • Actions per recipient

There are several actions while clicking on Actions per recipient:

    1. Edit – Edit the recipient details. A screen similar when creating a new recipient is shown.
    2. Delete – Delete the recipient from RmoniWeb.

 

Recipient deviations

Navigate to the third tab Recipient deviations. This overview enabled user to block certain time periods so recipients won’t receive any reports or sensor alarms in the selected period. There are several options in this overview:

  1. Add deviation
     Adding a new deviations consists out of several steps:
    1. Select a recipient
    2. Select the date range
    3. Select whether the deviation is active or not
    4. Determine whether the deviation needs to be recurring. If this is the case, the days when the deviations is recurring has to be determined. The range of the recurrence has to be entered (end date or no end date) as well.  
       
  2. Change the calendar

Change te view of the calendar to month, week or day. You can navigate to the next month, week or day using the arrows at the left side of the screen.
 

  1. Edit deviation
     By clicking on any already added deviation a screen will be shown similar when adding a deviation. If the deviation is recurring a pop-up will be shown first to determine if the users want to edit only the selected occurrence or all occurrences.









Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article