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Administrators with the appropriate
rights can add users to specific regions.
The user account allows an individual to log in and access information in
EMResource. Creating a new user account involves defining profile details, assigning a role or roles, assigning one or more views, and more.
Roles and rights are assigned during the user creation process. The roles you assign to users govern the views and features that are available to them. Specifically, a role grants a predefined set of rights.
You can specify the region views to which the user has access, including the user's default view. If your region has mutual aid agreements set up with other regions, you can allow this user to have access to viewing one or more them. This feature may be particularly appropriate for those along regional borders.
While creating the user's profile, you will specify the resources to which
the user has access, and the type of access that user has. For example, you can specify that the user can only view the resource
or allow the user to update the resource's
status or run reports.
Refer to About Users
for more information.
In addition, you can access this new user's notification preferences after you save this new account. Refer to Edit a User for details.
Creating a new user account involves defining profile details, assigning a role or roles, assigning one or more views, and more.
A number of filters are available to youThere are filters available at the top of the Resource Rights section of the Create
User page. In addition to filtering by resource type or searching by
view, you can filter the list of resources by the rights you can assign in this section: association with the resource, update
,
reports, view
, and administer users.
Note: To change a user's login email, you must simply create a new account with the new login email and deactivate or delete the account with the old login email.
Important: If you want the person to have access to the solution, you must provide a login email. Then, the person will receive a welcome email, through which they must activate their account. For more information, go to Account Activation.
To create a user
- In the main menu, click Setup and then click Users. The Users
- List opens.
- Click Create
- User. The Create
- User page opens.
In the User Profile section, enter this information.
Field Description Username
Unique identification
previously/temporarily used as part of
Note: The username must be unique. Click Check Username. If the username is already in use, you must enter a different username or risk confounding user administration efforts with a duplicate user.
their login process.
Login Email
Email address to which the person has access to receive and respond to emails
Check Username
Option to verify that the username does not already exist in the solution.
Initial Password
Initial password that will be shared with the user so they can access the solution.
Confirm Password
.
Full Name
First and last name of the user as it
should appear in the solution. For example,
Alexa Smith.
First Name, Middle Name, Last Name
First, middle, and last name of the
person.
Organization
Organization to which the
person belongs
.
Contact Phone
User's primary phone number.
Primary E-mail
User's primary email address.
E-mail Addresses
User's other email addresses.
Tip: If you are entering multiple email addresses and/or text pager addresses, you must separate them with a comma.
Text Pager Addresses
User's text or pager addresses.
Administrative Comments
Comments from the administrator adding or editing the user profile.
Shared Account
Indicates that the account will be used by two or more people who operate in a common capacity.
In the User Type & Roles section, take these actions.
In the User Has Role column, select the role or roles (and by default, the associated rights) that you want the user to have.
If you want the user to be a resource administrator, in the User Can Assign Role column, select the role or roles this user can manage. This setting works in conjunction with the Administer Users option that is specified in the Resource Rights section.
In the Views section, enter this information.
Field
Description
Administrative Comments
Comments from the administrator adding or editing the user profile.
- In the Contact Information section, click + Contact Method and, in the list, click Email, Text, Pager, and/or Voice. The corresponding field appears.
- Enter the person’s email address or text, pager, or voice number.
Note: The person must have voice contact details on their profile to receive event notifications by phone. - In the Notification Preferences section, for each contact method select or clear the checkboxes for Receive Notifications, Include Resource Summary, and Excluding during time range.
In the Roles and Rights section, take these actions.
If you want to…
Then…
Assign roles,
- Click Select Assigned Roles. The Assigned Roles window opens.
- Select the checkboxes for the roles you want to grant this person.
- Click Close.
Remove roles,
In this section:
To remove one role, on that chip, click the X icon. To remove all roles, click Clear.
Assign roles this person administers,
- Click Select Roles to Administer. The Roles to Administer window opens.
- Select the checkboxes for the roles you want this person to administer.
- Click Close.
Remove roles this person administers,
In this section:
To remove one role, on that chip, click the X icon. To remove all roles, click Clear.
Add specific rights,
- Click Select Rights. The Rights window opens.
- Select the checkboxes for the rights you want this person to have.
- Click Close.
Remove specific rights,
In this section:
To remove one right, on that chip, click the X icon. To remove all rights, click Clear.
In the Views section, take these actions.
If you want to…
Then…
Assign views,
- Click Select Views. The Views window opens.
- Select the checkboxes for the views you want this person to have.
- Click Close.
Remove views,
In this section:
To remove one view, on that chip, click the X icon. To remove all views, click Clear.
Assign other region views,
- Click Select Other Region Views. The Other Region Views window opens.
- Select the checkboxes for the views you want this person to have.
- Click Close.
Remove other region views,
In this section:
To remove one view, on that chip, click the X icon. To remove all views, click Clear.
- To identify this person’s home page, in the Home section, click View, Custom View, Map, or Dashboard.
- If you select View in step 9, in the Default View list, select the view.
- In the Resource Rights section, locate and select the resources to which you want this person to have access to resources.
- View (required for any other rights to be applicable), which offers access to information about the resource through views, events, and other tools. Refine allows you to limit resource view rights by status type.
- Associated
Default View
First page the user sees every time they log in to EMResource.
Views in This Region
Regional views this user can access.
View Other Regions
Views of other regions this user can access (these are read-only views).
As appropriate, select or clear the check boxes to allow the user access to resources.
Associated With- , which links the user to the resource, as a participant for inclusion in notifications, events, and reports.
- Update
- , which grants the access and opportunity to update resource statuses.
- Reports, which grants the access and opportunity to run general reports about the resource. Access to various reports is further controlled through.
View Resource (required for any other rights to be applicable), which offers access to information about the resource through views, events, and other tools. Refine allows you to limit resource view rights by status type.
- Administer Users, which grants the user control to create, edit, and otherwise manage users that are associated with a resource. As appropriate, expand the Advanced Options section to take these actions.
Note: This right is usually reserved
- Administer Users, which grants the user control to create, edit, and otherwise manage users that are associated with a resource. As appropriate, expand the Advanced Options section to take these actions.
- for resource administrators, and is used in conjunction
- with User Can Assign
- Role options specified in the User Type & Roles
As appropriate, expand the Advanced Options section to take these actions.
For IP Range for login, enter the range of IP addresses from which the user can access EMResource.
- section
- .
Tip: Rights that have a red asterisk (*) next to the name already exist for the user because they are inherent to their selected roles.
- Click Save
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