Installer User Group: Certified Installer & Integrator Roles

| Introduction

The 75F system categorizes users into different groups based on their certification levels. Certification checks are in place to enhance commissioning capabilities. This includes various access levels and privileges.
Certified installers or integrators have access to a range of features within the system, including the Facilisight portal, audit trail, custom alerts, analytics, parameters, summary tables, energy configurations, site manager, site sequencer, remote access, and building options.

If a primary installer lacks certification during registration, their access defaults to a View Only Facility Manager (VOFM) role. Upgrades to certified installer or integrator status can be initiated by the 75F support team.

Installers are encouraged to enhance their skills through specific training programs like the "Level 1 Installer Course" and subsequent "Level 2 Installer Course" offered by the 75F University. Once an installer obtains L1 and L2 certification, they can gain access to the Facilisight portal and other associated features for the buildings they're assigned to within the system.

Existing support users have the authority to grant access to features based on installer certifications. Facility Managers can provide access but not certifications. Access privileges can be adjusted based on the needs of both 75F support and Facility Managers.

For more information refer to:

Enhanced Heatmap

Energy Configuration Tool

Audit Trail

Below is the Installer Level, required eligibility, and access for users.

Installer Level	Eligibility	Access
Non-Certified Installer	Doesn't require certification and is given view-only access.	Facilisight (View Only)
Certified Installer Level 1	Upon Completion of L1 Installer Course in 75F University	Facilisight
Certified Installer Level 2	Upon Completion of L2 Installer Course in 75F University	Facilisight          & Audit Trail Custom Alerts Custom Analytics Custom Parameters Custom Summary Table Energy Configurations Notes Remote Access Building Options
Certified Integrator Level 3	Upon Completion of Integrator Course in 75F University	Facilisight     &         Audit Trail Custom Alerts Custom Analytics Custom Parameters Custom Summary Table Energy Configuration Notes Site Manager Site Sequencer Remote Access Building Options

| Internal Portal

• Login to Internal portal

• Click User Management

The User Management page is displayed.

• Click on the Installers tab.

The Installer page is displayed.

Adding a New Installer

• Click on Add Installer+

The Add Installer page is displayed.

 

• Fill in all the required particulars.

• Select the required Installer role as Primary Installer or Secondary Installer.

 

Once the Role is selected, the certification level option is displayed.

                             

• Hover to the icon to display the access privileges associated with the certification level to ensure that the correct access level is provided to the installer.

• Select the Certification Level as per completion of the 75F Installer certification program and Click Add+

The user is created successfully.

Editing an Existing Installer

• Search for the installer in the Search bar

• Click the icon to edit the installer credentials.

• Edit the necessary changes or assign new buildings from the Edit screen.

• Click Save Edit once the changes are made.

The user is updated successfully.

Deleting an Existing Installer

• Search for the installer in the Search bar

• Click the icon to delete the installer credentials.

• Click Confirm to delete the Installer access or cancel to revert to the previous page.

The user is deleted successfully.

| Facilisight

Adding a new Installer (secondary installer) on the Facilisight portal by the Facility Manager 

• Login to Facilisight

• Click on User Management

The User Management page is displayed.

• Navigate to the specific Site and Click Add User+

The Add User page is displayed.

• Fill in the required particulars and select the role as Secondary Installer.

The User is added successfully.

Editing an Existing Installer (Secondary installer)

• Search for the installer in the Search bar

• Click the icon to edit the installer credentials.

• Click Save Edit once the changes are made.

The User is edited successfully.

Deleting an existing Installer (Secondary installer)

• Search for the installer in the Search bar.

• Click the icon to delete the installer credentials.

• Click to confirm or cancel to revert to the previous page.

The installer is deleted successfully.

Note: Facility managers can only add non-certified installers to their respective sites. Also, a Facility manager who clears the 75F university advanced courses can be awarded with L2 and certified integrator installer certifications. This would make them eligible for advanced feature access across all the sites. These certifications can only be awarded by 75F support users from the Internal portal.

| Email Notifications for Role Changes

Below are the email notifications received by an installer post role change:

1. When a new installer is added as a Certified Installer L2 role post clearance of the 75F certification program as a new installer to the system, then the following email notification is received.

 

2. (a) When an existing installer is promoted to a Certified Installer L1 from a non-certified role or Certified Installer L2 from an L1 role then, the following email notification is received.

 

(b) When an existing installer is promoted to a Certified Integrator role post clearance of the 75F certification program, the following email notification is received.

 

3. When the user is demoted to an Installer L1 installer role from an Installer L2 role or to an Installer L2 role from an Installer L3 role (due to contractual formalities etc.), then the following email notification is received.