This section provides administrators with the information needed to setup and manage users and user permissions within the Metrix Asset Management system. Throughout this section, information as well as how to guides are provided for the following topics:
Creating new users within the Metrix system
Managing permissions for users
Disabling user account access.
This section provides background information around users and user management within the Metrix Asset Management system.
The User Account and Access Control implementation within the Metrix Asset Management system is underpinned by an industry leading cloud-based solution for authentication and authorisation; ensuring the security of your asset data. Each and every user account within your environment can be entirely managed by your own system administrators via the restricted-access system administrations portal in the Metrix Asset Management system. Through this portal, system administrators can:
The user account creation process is provided as a fully self-service management system for system administrators to extend the accessibility of their environment. When creating a new account, a secure short-lived password will be emailed to the new user along with an invite to complete their account setup. At that point, the user will be prompted to initialise their own password - which is required to meet various constraints, including:
User permissions are managed through various pre-configured roles designed to function at a user activity level. Within each role, representing an end user activity, users can be given simple read, write, and/or delete permissions. Examples of such activity roles include:
As mentioned above, permissions are managed through roles. Essentially, a role is a combination of one or more permissions to create a functional set of things that a user can and cannot do in the system.
To see what permission set each role has, simply navigate to System Admin > Roles, and select one of the listed roles. The role view will provide a breakdown of what permissions are available to the role in terms of ‘Can View’, ‘Create/Edit’, and/or ‘Delete’.
One of the pre-configured roles is “Asset Admin”. This role has a number of permissions assigned to it relating to Asset data, Finance data, Defects, as well as Configuration management options. If you were to view the “Asset Admin” role breakdown, you would note that the role has a full suite of permissions when it comes to Asset data (view/edit/delete), but a restricted set of permissions for Finance data (view/edit only - no delete).
This is an example of a role providing enough functionality for managing asset data, including deleting assets, as well as viewing and modifying finance data, but not deleting it.
As indicated above, permissions are accessed (by users) through their assigned roles. Below is a brief breakdown of what each permission category enables when allowed for VIEW, CREATE/EDIT, or DELETE.
Through the user management portal within the Metrix Asset Management system, administrators are able to disable system access completely for any user account. This action will leave the user profile setup within the environment, but prevent that account from logging into Metrix from anywhere.
Administrators, in addition to disabling access, can also re-enable account access via the same portal.
This section contains how to guides for managing users and user access within the Metrix Asset Management system.
This section covers the necessary steps involved in creating a new user account within the Metrix Asset Management System.
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:
Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.
The list of current user accounts will be displayed. At the top of the list, beneath the page header, click ‘New User’.
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.
Next, enter the users email address. This is where the temporary password will be emailed upon completion.
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
To complete the account creation, click ‘Create User’ at the bottom of the portal.
This section covers the necessary steps involved in managing user permissions within the Metrix Asset Management System.
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:
Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.
The list of current user accounts will be displayed alphabetically. Locate the user you wish to modify and click that row.
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.
To commit your changes to the system, click ‘Save’ at the top of the page.
This section covers the necessary steps involved in disabling and enabling user accounts within the Metrix Asset Management System.
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:
Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.
The list of current user accounts will be displayed alphabetically. Locate the user you wish to modify and click that row.
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.
To commit your changes to the system, click ‘Save’ at the top of the page.