User accounts are managed in User administration > User management
The Add new user feature is displayed at the top. Press Add new user to open a menu where you need to select what type of user ID to create.
Add a normal username: Personal user account
Add a shared user account: An account that is used by multiple people. For example, an account for submitting service requests, and whose login link is placed on the client organization's intranet. When creating a shared user account, a link is always generated.
Click Add normal username
A pop-up window for creating a new user ID opens.
Tabs (*) on the left are required to be filled in.
As a rule, the password is generated automatically. The generated password is sent to the username e-mail address when the username is saved. You can also manually set the password by pressing Select Password (The Current One Was Automatically Generated) to display the fields to enter the password. This password is also sent to the user when the ID is saved unless the message settings on the last tab are changed.
Basic information (*)
Fill in the Basic Information (*) tab with at least the fields marked "Required Information"
The user can also manage their personal data in the Granlund Manager user interface at a later stage. This applies to everything except the username, which cannot be changed.
After filling in all the information, press Next to continue to the next tab.
Company Information (*)
Business information on the drop-down menu is used to find the company where the user works and to select a site. If the list does not find the correct company, you can create this by pressing Create New Company
Database connection (*)
The database connection tab determines which databases the user has access to, and which user role rights are assigned to the user. The main user of a customer organization may only grant access to their own customer organization.
Role permissions can be viewed from the “i” button, but it is not possible to edit them for individual users.
Portfolio (*)
In the portfolio tab, you select the properties or real estate portfolios that the user has access to.
Clicking Add opens the drop-down menu, where you select the type of portfolio to add to the user.
Shared Portfolio: Static or dynamic target portfolios have been created in the client database using specific parameters. These target portfolios include items x and y, or an x-quantity of items.
Personal portfolio: You can manually select the necessary properties from the customer base.
By clicking on the Personal Portfolio, a pop-up window opens where the portfolio can be named as desired, and the items of the portfolio selected.
Click Add, and then select if the items you want to add are properties or buildings. Often the object to be added is the property.
In the pop-up window that opens, you can set a key from the drop-down menu for all properties that are added to the portfolio.
Finally, press Save
- If the Save button is hidden under the drop-down menu, press into one of the white areas of the pop-up window to close the drop-down menu.
Properties added to the portfolio appear after you press Save
To add additional properties to the same briefcase, press Add again, and then follow the steps above.
When all the necessary items have been added to the portfolio, press Save
It is possible to add multiple portfolios to the user. It is also possible to add a combination of personal and shared portfolios to a user.
After you add the appropriate portfolios for the user, you can either continue setting up service areas or save the user by clicking Finish
Service area connection
Service area connection are used to determine which tasks the user sees in the system. If you do not define anything on the service area connection tab, then user can see all the tasks in the system.
Place a mark next to all service area where the user should see linked cases and service tasks in the system.
Service area group linkage
If the customer uses service area groups, you can assign permissions to multiple service areas by adding a service area group to which those service areas belong. For example, a service area group called cleaning has been created from the cleaning service areas of several properties, and the user is responsible for cleaning all these locations.
To view which service areas belong to a service area group, press the Service Areas -link on the right side of the group.
Email settings
If, for one reason or another, the username and password shouldn’t be sent automatically to user by email, the mark must be removed from the highlighted setting visible on the image below.
The user can manage all other message settings that are displayed.
Finally, press Save