| User Management
User Management is the application in the 75F Facilisight 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
- Log onto the Facilisight portal.
From the Facilisight home page,
- Click the 'Menu'
icon.
- Click 'User Management'.
The 'User Management' screen is displayed as below:
The screen displays the building details assigned for a particular user, and details of all the other users added to the building.
- Click Add User + under a specific building to add new users for the building/site.
- Enter the required details in the user details fields.
- Select the Role of the user from the select role field.
The roles under the select role field vary based on the type of user accessing the user management.
The table below provides information on the types of users, roles, and permissions that can be created.
| Role | Certification | Rules for Adding User Types and Roles that Can Be Created. | Role Description |
| View Only FM | L0 (Default) | Cannot add /edit/ delete any user | Able to just visualize the data in the Facilisight, will not be able to make any edits to the building aspects. |
| Primary Manager | L1 (Default) |
Note: An organization is created during the CCU registration, and the Organization managers are assigned post-creation of an organization. |
Manages a particular building or more than one building, has permissions like
|
| Secondary Manager | L1 (Default) |
|
Secondary Facility Managers also
Manages a particular building or more than one building, has permissions like
|
| Organization Manager | L1 (Default) |
Note: An organization is created during the CCU registration, and the Organization managers are assigned post-creation of an organization. |
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
|
| Occupants |
Cannot add /edit/ delete any user
|
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. | |
| Secondary Installer | Cannot add /edit/ delete any user | Added by Support users or Primary managers |
| Role & Certification Precedence Rules
- Certification Level is tied to the user, not the site. Example: If a user is L1 certified, that applies across all sites they are part of.
- Highest role access applies if roles differ across sites. If a user is a Primary Facility Manager (PFM) or Secondary Facility Manager (SFM) on one site and a View Only Facility Manager (VoFM) on another site, their PFM/SFM access (L1) will apply everywhere, not the lower VoFM role.
| Rule Representation
| Sr. No. | Scenario | Effective Access |
| 1 | User is PFM/SFM (L1) on Site A, added as VoFM (L0) on Site B | L1 on both sites |
| 2 | User is Installer L2 on Site A, added as VoFM (L0) on Site B | L2 on both sites |
| 3 | User is Org Manager (L1) on Site A, added as L3 on Site B | L3 on both sites |
| 4 | User has only the VoFM role anywhere | L0 |
- Select a user role from the select role drop-down.
Kindly note that when the user role type, Secondary Installer, is selected, the Certified Installer L1 is auto-selected, and the other certified installer levels are disabled for selection.
The table below provides details on the types of certified installers and integrators.
| Certification Level for Installers | Certification | Roles / Permissions |
| Non-Certified Installer | L0 | Gets access close to view only, the Facility manager can visualize the data in Facilisight, but will not be able to make any edits to the building aspects. |
| Certified Installer Level 1 | L1 | Able to access and alter aspects in the Facilisight, just like the facility managers |
| Certified Installer Level 2 | L2 |
Have all the access privileges similar to Certified Installer Level 1
Similar to the support users |
| Certified Integrator Level 3 | L3 |
Have all the access privileges similar to Certified Installer Level 2 &
Similar to the support users |
- Select the user preference setting based on the information provided in the section below.
- Click Add+ to confirm the new user's addition to the building.
- Click the edit / delete icon to edit further or delete the added user.
Note: The users and roles available for further editing and deletion are also based on the user role type for the building accessing the user management.
| 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 table below explains the user management additions for setting the user preferences.
- Select the required in the following fields as 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 |
| Language Preference
- Click the language preference dropdown to select the language of choice
- Click Add+ to confirm the changes
Note: Language translation is not applicable for Site name, Floor name, Zone name, CCU name, Point name, Tag.
The user is created successfully.
| 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
|
| Secondary Manager | Added by Support users or Primary managers | Similar permissions as facility managers but cannot add more secondary managers. | |
| 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. | |
| 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 are 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 are defined based on certification level | Similar to Primary Installers, but cannot add 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 |
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