User Management- Internal

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| User Management

User Management is the application in the 75F Internal Portal that is used to create, remove, and maintain users.  User management establishes a user’s authorization to access secure resources. It serves as a repository of identities and, if done efficiently, can be the source of all identities for an organization.

| Accessing User Management

• Login to the Internal portal.
• Click on User Management.

The User Management page is displayed.

| Types of Users

75F system supports different user types, based on the roles they perform. 

Based on the role assigned the access level to a user varies.

The following are the types of users that are part of the system.

• Facility Managers
• Support Accounts/ Support Users
• Organization Managers
• Installers
• Occupants
• Unassigned Users

| Facility Managers

Facility Managers are users who are the caretakers of a particular site, they can access the sites assigned to them through a Facilisight access they are provided.

• Click the Facility Managers option from the user management home screen to access the screen for the facility managers.

The page displays the list of facility managers added to the system.

• Click on a Facility Manager entry to visualize the details.

The Facility managers' details along with the site assigned and other roles assigned to the facility manager details are displayed.

 

• Click Add Facility Manager + to add a new facility manager.

The fields to populate the facility manager details are displayed.

• Enter the required and mandatory fields for the facility manager.
• Select the role for the added Facility manager.

There are three types of Facility managers:

• Primary Facility Managers
• Secondary Facility Managers
• View Only Facility Managers

The Facility manager types are defined based on the access levels of the Facility manager.

The table below provides the details regarding the access levels for the different type of facility managers:

Facility Manager Type	Roles / Permissions	Rules
Primary Facility Managers	Manages a particular building or more than a building, has permissions like Visualize building information in Heatmap. Create and use heatmap filters. Setting schedules, Modifying desired temperatures, Altering the tuner values Altering the floor plan Rearranging a floor plan setting Visualizing historized points data in Site Explorer. Mute and unmute alert notification Create dashboards of widgets for corresponding buildings Alter the conditioning modes for the system profiles.	There can be only one Primary facility manager per site. Responsible for site user management  Can Add/edit/delete Secondary Facility Managers, View Only Facility managers, and Occupants for the site through Facilisight Added during the first CCU registration for the site.
Secondary Facility Managers	Secondary Facility Managers also Manages a particular building or more than a building, has permissions like Visualize building information in Heatmap. Create and use heatmap filters. Setting schedules, Modifying desired temperatures, Altering the tuner values Altering the floor plan Rearranging a floor plan setting Visualizing historized points data in Site Explorer. Mute and unmute alert notification Create dashboards of widgets for corresponding buildings Alter the conditioning modes for the system profiles.	Cannot add another secondary Facility Manager or a Primary Facility Manager. Can Add/edit/delete View Only Facility Managers, Occupants, and Secondary Installers for the site through Facilisight Added post the site creation.
View Only Facility Managers	Able to just visualize the data in the Facilisight, will not be able to make any edits to the building aspects.	Cannot add another View Only Facility Manager secondary Facility Manager or Primary Facility Manager. Added post the site creation.

• Select the Building for which the Facility manager will have access.

• Modify the unit preferences if required.
• Set the preferred language

Note: The language change is not applied to the Site Name, Zone Name, Floor Name, CCU Name, Point Name, and Tag Name.

• Click Add+ to confirm the addition of the new facility manager.
• Click Edit/ Delete icon to edit the added users further or delete the users.

| Support Account/ Support User

The support account screen displays the details of support users added to the system. 

• Click on the Support Account entry to visualize the details.

• Click on the Add Support Accounts + to add a new support user to the system.

 

• Click the Edit/ Delete icon to further edit the added support users or delete the users.

| Organization Managers

The organization manager is a high-level abstraction, who has access to all the sites under an organization.

These sites would all be listed and visible on the Facilisight, Facility Manager Portal. The organization manager is a primary facility manager with extended access to all the sites in the organization.

The organization manager screen displays the details of organization managers added to the system. 

• Click on the Organization Manager entry to visualize the details.

• Click on the Add Organization Manager + to add a new organization manager to the system.
• Add the required details, language preference. Select the organizations, the organization manager is responsible for and click add to confirm the organization manager addition.

• Click the Edit/ Delete icon to further edit the added organization managers or delete the organization managers.

The table below provides the details regarding the access levels for the organization managers and rules to be followed while adding an organization manager:

User Type	Roles / Permissions	Rules
Support User	Manage all the buildings under an organization, have access to all the sites under the organization in Facilisight, and have the following access similar to the Facility Managers Visualize building information in Heatmap. Create and use heatmap filters. Setting schedules, Modifying desired temperatures, Altering the tuner values Altering the floor plan Rearranging a floor plan setting Visualizing historized points data in Site Explorer. Mute and unmute alert notification Create dashboards of widgets for corresponding buildings Alter the conditioning modes for the system profiles.	There can be only one Organization manager per site Can Add/edit/delete Secondary Facility Managers/Occupants for the buildings. Added by the support team after the CCU registration. Note: An organization is created during the CCU registration, and the Organization managers are assigned post-creation of an organization.

| Installers

Installers are the users who have installed the equipment or devices for a particular site, or any specific user identified as the installer for a site, can be referred to in the future for any clarification or modifications for the site.

 

The Installers screen displays the details of Installers added to the system. 

• Click on the Installer entry to visualize the details.

• Click on the Add Installer + to add a new installer to the system.
• Add the required details.
• Select the type of the Installer.

There are two types of installers:

• Primary Installers
• Secondary Installers

The table below provides the details regarding the access levels for the types of Installer and rules to be followed while adding an organization manager:

Installer Type	Roles/ Permissions	Rules
Primary Installer	Based on the Certification Levels	There can be only one primary installer per site  Added during CCU registration.
Secondary Installer	Based on the Certification Levels	Added by Support or primary or secondary facility managers

Selecting the type of installer during the installer addition provides further options to select from, as below.

The options are made available to determine the certification level of the installer added, and based on the certification level acquired by the installer the access levels for different tools in the system are provided for the installers, from the internal portal.

The table below provides the details regarding the access levels for the types of certification levels for an installer:

Certification Level for Installers	Roles / Permissions
Non-Certified Installer	Gets access close to view only Facility manager, can visualize the data in Facilisight, will not be able to make any edits to the building aspects.
Certified Installer Level 1	Able to access and alter aspects in the Facilisight, just like the facility managers
Certified Installer Level 2	Have all the access privileges similar to Certified Installer Level 1 & Audit Trail Custom Alerts Custom Analytics Custom Parameters Custom Summary Table Energy Configurations Notes Remote Access Building Options Similar to the support users
Certified Integrator Level 3	Have all the access privileges similar to Certified Installer Level 2 & Site Manager Site Sequencer Similar to the support users

• Select the type of certification from the options available and the buildings/sites for the installer.

• Click Add+ to confirm the new installer addition to the system.
• Select the language preference from the drop-down list

• Click the Edit/ Delete icon to further edit the added organization managers or delete the organization managers.

 

| Occupants

Occupants are the users added to one or more zones in a specific site and can control desired temperatures and vacations for the assigned zones.

The Occupants screen just displays the details of the occupants added to the system.

• Click on an occupant entry to visualize the details of the Occupant.

Occupants can neither be created nor deleted from the internal portal by the support users. Occupants can only be added to the system through Facilisight by a primary facility Manager or Secondary manager.

| Unassigned Users

Unassigned users are users who don't have any roles assigned and are no longer in effect. Once all assigned roles are removed, a user becomes an unassigned user. All the access to their previous levels is removed and the user can be further deleted from the site.

You can use this page to delete the facility manager, installer, support account, or organization manager.

| User Preference Setting

With the 75F system adopting globalized usage, the system lets the user to set the preferred units with which the data is displayed in the portals and apps.

Note: By default, the user preferences are set as follows:

Parameter	Default Unit
Temperature	℃
Energy Consumption	kBTU
Airflow Volume	L/min
Air Pressure	Pa
Water Pressure	psi
Water Flow	L/min

The below table explains the additions in the user management section for setting the user preferences.

• Select the required in the following fields as that of user preference management:

Field Name	Description	Unit in drop down
Temperature	Select the preferred unit for the parameter Temperature.	℃, ℉
Energy Consumption	Select the preferred unit for the parameter Energy Consumption.	kWh, kBTU, tonrefh, GJ
Airflow Volume	Select the preferred unit for the parameter Airflow Temperature.	cfm, m3/h, L/min, L/s
Air Pressure	Select the preferred unit for the parameter Air Pressure.	inH2O, mmH2O, cmH2O, Pa
Water Pressure	Select the preferred unit for the parameter Water Pressure.	bar, psi, kPa
Water Flow	Select the preferred unit for the parameter Water flow.	gal/min, m3/h, L/min, L/s

| Types of Users Summary

Users	Role Types	Added By	Roles/Permissions
Facility Manager	Primary Manager	Added during site creation or added by support users, or ownership transferred by a previous facility manager.	Manages a particular building or more than a building, has permissions like Visualize building information in Heatmap. Create and use heatmap filters. Setting schedules, Modifying desired temperatures, Altering the tuner values Altering the floor plan Rearranging a floor plan setting Visualizing historized points data in Site Explorer. Mute and unmute alert notification Create dashboards of widgets for corresponding buildings Alter the conditioning modes for the system profiles.
	Secondary Manager	Added by Support users or Primary managers	Has all the permission similar to facility managers but cannot add more secondary managers under.
	View Only Facility Manager	Added by support users, or primary managers, or secondary managers	Able to only visualize the data in the Facilisight, will not be able to make any edits to the building aspects.
Support Accounts	NA	Added by Primary managers, or secondary managers	Have similar roles/access as of a Primary Manager
Organization Managers	NA	Added by Support users	Manage all the buildings under an organization, have access to all the sites under the organization in Facilisight, and Facility manager level permissions to the sites.
Installers	Primary Installer	Added during site creation. Accesses defined based on certification level	The installer who does the installation for the building can be used for future corrections or repairs
	Secondary Installer	Added by Primary Installers or Facility Managers. Accesses defined based on certification level	Similar to Primary Installers but cannot added further secondary installers under.
Occupants	NA	Added by Primary managers, or secondary managers	Able to visualize the zone data and alter the desired temperature for only the zones assigned
Unassigned Users	NA	Removed by Primary managers, or secondary managers	All previous access levels are revoked and user can be further deleted from the site.