Here you will find 2 tabs:
Users and External users
Users tab
Here you will find an overview of the users who have access to the software. You cannot create or modify a user yourself. Modifying a user can only be done by our support team. Users can only be added after an additional request.
By selecting a user and then double-clicking, you will be taken to the user details.
General:
Here you can, among other things, assign user roles and specify which discipline the user has access to
Authorisation:
If you have Administrator functionality, you have the option here to indicate for each user whether a project folder and/or object is visible or not, and whether it may be edited or is read-only.
External users tab
Here you can grant someone from outside your organisation access to your Maintenance planning, for example a consultancy or installer who carries out re-inspections or needs to make modifications
Using user roles and disciplines, you can configure that users can only modify those objects/building components that are relevant to the external users.
A condition for assigning an external user is that the person/organisation has their own Maintenance Planning login.
If your environment is only accessible with SSO (single sign-on), please contact our Maintenance planning Support for the conditions for granting an external user access.
Clicking the add new external user icon displays the screen above.
Here you enter the email address of the external user. You can indicate until when they have access to your environment, as well as which project folders/objects are visible.