Administration

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   Click Invite user. 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   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. ITE_call_priority_3_360016559453.JPG   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.   ITE_roles_and_permissions_360016559453.png   Groups Select a user. Click Add group to add group membership. Groups are defined on the Groups tab. See IT Expert permissions 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      

You can invite other users to join your EcoStruxure IT organization and grant them roles as administrators or users.    Log in to EcoStruxure IT at to https://app.ecostruxureit.com/manage and go to Administration > Users. Click Invite user. Enter the user's email address, assign the user to a group, and click Invite.     Users will get a welcome e-mail with login information for the app. They can also log in to https://app.ecostruxureit.com/manage to change their own user information. 

Administrator users can assign access permissions in IT Expert based on locations in the organization and roles.   Click Administration > Groups. Click Add group to create one or more groups in addition to the default Administrators and Users groups. Note: If you use SAML SSO, you must also create exactly the same groups in your identity provider if you create groups in IT Expert. For more information. See Configure SAML single sign on (SSO) in IT Expert Select a group and click Add locations. Locations are hierarchical; locations inherit the role of the parent location. Sublocations cannot have more restrictive permissions than the parent.  Assign at least one role to each location. Roles apply to all group members. idea_icon_4409313154961.png Click Show to see a brief description of the user roles available in IT Expert. Click Edit members to add one or more members to the group. Click a user on the left to add that user to the list of group members on the right, or click a user on the right to remove that user from the list of group members. When a user is a member of multiple groups, their permission the least restrictive role of all the groups.   ITE_groups_tab_4409313154961.png Roles   Changes to roles and permissions, October 2023   The Operator role was introduced. Access to move devices was removed from the Editor role. Access to create, remove, or edit locations was removed from the Editor role and is now included the Operator role.   Click Show to see a description of the user roles available in IT Expert. Roles apply to all group members.   The Administrator role is global, with full access to IT Expert features in all locations.   The Operator role allows access to all features in selected locations. Operators cannot manage the call list or manage Administration.   Operators must have Operator permission for both the source and the destination devices to perform device configurations. When a user has the Operator role for one or more locations, they also have read-only access to the device configurations run by other users. Operators must have Operator permission for all the listed devices to perform a firmware update. Operators must have Operator permission for all the listed devices to manage alarm thresholds.   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.       Note: You can view or modify a user's group membership, and view the locations and roles defined by that user's group membership, on the Users tab.      Permissions known issues   Viewer access to the Alarms and Active Lifespan Alarms assessments is available only when the Viewer user has permissions for all locations.  Operators, Editors, and Viewers can export assessments to CSV only when the user has permissions for all locations.  Alarms can be assigned to anyone in the organization including assignees who may not have permission to view them. When All locations is selected, the contact list for the entire organization is displayed even though the user may not have access to the entire organization. Asset Advisor customers get a daily push notification to the EcoStruxure IT app with information about new tickets and the number of alarms in the entire organization regardless of user role and permissions. SSO users configured manually before the ITE SSO feature was introduced must now send information for group(s) including Users (non-admins).    

IT Expert Administrators can grant Administrator access to their Customer Success Manager (CSM). Only the CSM specific to the organization is granted access.   Go to Administration > More... > Organization. Under Customer Success Manager Access, check the box to Allow Administrator access to the entire organization and then click Save.   You can revoke access at any time. Uncheck the box under Customer Success Manager Access and then click Save.   9216586115357_9196291872029.png  

You can manually add a partner to your EcoStruxure IT organization.   Log in to IT Expert. Select Administration > Subscriptions. Select Add a partner. Enter the Partner ID. You get this unique ID from your partner. Contact your partner if you don't know the partner ID. add_partner_360016393333.JPG Select your partner to add them to your organization.   When you add a partner to your organization, you will join your partner's organization. Your partner will have read only access to your device data by default.   You can grant your partner Administrator access to your organization and access to API device data on the Administration>Subscriptions tab in IT Expert. You can revoke partner access to your organization at any time. See Partner access to device data   8274273554973_360016393333.png