Users

What is the Users feature:

A feature developed by Pier Cloud that allows you to view registered users, as well as manage the access profile.

How to use the Users feature:

  1. Clicking on the user profile, in the “Settings” option, as illustrated below:

  1. The system will display the side menu with some configuration options, where the “Users” option must be selected:

  1. On the main screen, the system allows you to view registered users and add new users by clicking the "Add" button:

  1. The screen for registering new users will be displayed, where you will need to enter the following information:

Access data:

  • Name: Enter the name of the user you wish to register

  • Last name: Enter the surname of the user you wish to register

  • Email: Enter the business email of the user you wish to register

  • Access groups: Select the access group that the user will be allowed to use.

For each product, we will have the following access profiles:

  • Lighthouse: admin, editor, readonly

  • CCA: admin, editor, readonly

  • Autofix: admin, editor, readonly

  • Spot: admin, editor, readonly

  • SP Manager: admin, editor, readonly

  • Space: admin, editor, readonly

  • Business super admin: Platform and product administrator.

For more information about access profiles, click here!

Permissions:

  • Inform the companies that this user will have access to

By clicking on the "Add" button, the system will display a screen to select the company that the user will have access to:

After adding the company options, clicking on the "Save" button, the data will be stored and the system will return to the main Users screen.

  1. Filters:

On the main screen, the system allows you to apply some search filters:

  • User: The system allows you to search for user data.

  1. Actions:

The system also allows you to perform some actions for each registered user:

  • Edit: By clicking on the edit button "", the system will open the editing screen, allowing you to change information such as:

    • Name,

    • Last name,

    • Email,

    • Access groups

    • Company to which the user has access

  • Delete: By clicking on the delete "", a confirmation screen will be displayed.

By checking the checkbox, the button to complete the action and return to the main screen will be enabled.

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