How To Guides

This section contains how to guides for managing users and user access within the Metrix Asset Management system.

Subsections of How To Guides

Creating New Users

This section covers the necessary steps involved in creating a new user account within the Metrix Asset Management System.

Info

If you do not a profile menu item titled ‘System Admin’, and you are a System Administrator, please contact the Metrix Support team for assistance.

To create a new user within the Metrix Asset Management system, navigate to the System Admin menu from the profile menu, and then follow the steps below:

  1. Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.

  2. The list of current user accounts will be displayed. At the top of the list, beneath the page header, click ‘New User’.

  3. The page will then display a portal to setup the new account details. Firstly, enter the new users name in the ‘Display Name’ text input box.

  4. Next, enter the users email address. This is where the temporary password will be emailed upon completion.

  5. Lastly, choose the user’s default permission roles from the list of displayed checkboxes. As a minimum, at least ‘Asset Reader’ or ‘Mobile User’ should be chosen. See the

  6. To complete the account creation, click ‘Create User’ at the bottom of the portal.

Managing Permissions

This section covers the necessary steps involved in managing user permissions within the Metrix Asset Management System.

Info

If you do not a profile menu item titled ‘System Admin’, and you are a System Administrator, please contact the Metrix Support team for assistance.

To manage existing user permissions within the Metrix Asset Management system, navigate to the System Admin menu from the profile menu, and then follow the steps below:

  1. Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.

  2. The list of current user accounts will be displayed alphabetically. Locate the user you wish to modify and click that row.

  3. The details of the selected user will be presented. At the bottom of the page, a list of permission roles are rendered with checkbox controls. To add a role, check the adjacent checkbox. To remove a role, uncheck the adjacent checkbox.

  4. To commit your changes to the system, click ‘Save’ at the top of the page.

Disabling/Enabling Accounts

This section covers the necessary steps involved in disabling and enabling user accounts within the Metrix Asset Management System.

Info

If you do not a profile menu item titled ‘System Admin’, and you are a System Administrator, please contact the Metrix Support team for assistance.

To enable or disable existing users within the Metrix Asset Management system, navigate to the System Admin menu from the profile menu, and then follow the steps below:

  1. Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.

  2. The list of current user accounts will be displayed alphabetically. Locate the user you wish to modify and click that row.

  3. The details of the selected user will be presented. Within the top section of the page, a checkbox is rendered that allows you to disable or enable the user account. Toggle this checkbox accordingly.

  4. To commit your changes to the system, click ‘Save’ at the top of the page.