Manage users in IT Expert

[EcoStruxureIT]

As an administrator, you can set up and manage your organization's EcoStruxure IT account and manage users.

Log in to your EcoStruxure IT account. Go to Administration > Users to invite new users to join your organization's EcoStruxure account.

Invite users

1. Click Invite user.

2. Specify the email address and the group membership for that user.
   Default groups are Administrators and Users. You can create other groups in IT Expert on the Groups tab and define their access permissions as needed. See IT Expert permissions

   IMPORTANT: If you use SAML SSO, you manage users' group membership in your SAML identity provider. You then assign group access and roles by location in IT Expert.
   If you create groups in IT Expert on the Administration > Groups tab, you must also create those groups in your identity provider.
   For more information. see Configure SAML single sign on (SSO) in IT Expert

When you invite users, they'll get a welcome email with login information.

Click a user to revoke a pending invitation.

 

Modify or delete user

Find and select a user and click Remove user. 

You cannot modify the user name or phone number for a user.

To change a user's name or email address, find the user, click Delete user, and then Invite user with the updated name or email.

To change a phone number, use the Administration > Users > Reset Two Factor option.

Set up call priority

1. Go to the Devices page to set up or edit the call priority used by the Schneider Electric Service Bureau. They will contact the individuals responsible, in order, in case of an incident.
   You can set up call priority for your entire organization or for each location. Drag and drop contacts to change the order. This is an EcoStruxure Asset Advisor feature.
   
   
   
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Make sure you keep the call priority updated at all times so you know the correct people are involved in critical incidents, for example, if responsibilities change hands.

Permissions

Click Show to see a description of the user roles available in IT Expert.

All IT Experts users can:
- Use the EcoStruxure IT app
- View the devices monitored by EcoStruxure IT Gateways or Data Center Expert in the mobile app as their group membership and role(s) allow.
- View or edit their own EcoStruxure IT user information.

Roles

On the Administration > Users or Groups tab, click Roles to see a description of the permissions available to IT Expert users.

The Administrator role is global, with full access to IT Expert features in all locations.

The Editor role allows access to some features in selected locations.

The Viewer role allows view access to selected locations. Viewers can acknowledge alarms.

Note: The default Users role allows view access to all locations.

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Groups

1. Select a user.
2. Click Add group to add group membership. Groups are defined on the Groups tab. See IT Expert permissions
3. Click Save.

IMPORTANT: If you use SAML SSO, you manage users' group membership in your SAML identity provider. You then assign group access and roles by location in IT Expert.
If you create groups in IT Expert on the Administration > Groups tab, you must also create those groups in your identity provider and assign users to them.

For more information. see Configure SAML single sign on (SSO) in IT Expert.

Locations

View access to locations and the associated roles for the selected user. Locations are defined on the Groups tab. See IT Expert permissions

[JMollica]

This is an excellent article.

I am finding that many users are still having trouble with creating a login, even after they have received the invite link. Could this page also include a brief instruction with screenshots on how the user can complete the Sign Up process ?