User Management

Pi

Powerful Tools At Your Fingertips

A SuperUser has the ability to add new Pi users within the organisation, plus amend existing. They can only give access up to the same permissions to which they themselves have. For example, if a SuperUser does not have access to Piranha, they cannot give this module to another user. Similarly, if they do not have access to all sites within their Customer Group, they cannot give another user access to the sites they don't have.

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TABLE OF CONTENTS

• Getting Started
• Overview
• User Onboarding
• Organisation Logo
• Site Groups
• Related Articles

Getting Started

1. Select Account from the left-hand navigation bar
2. Select Settings
3. Select User management

Overview

Search functions and features Search - text field to help search for users Site - drop-down to filter users when searching by site Disabled users - select checkbox to view disabled logins   Existing users Name - user's name Login - should be the user's email Sites - number of sites a user has access to Last Login - how many days ago the login was used Status - active or not Modules - icons show based on module access
First step to creating a new user login.	Downloads an Excel report of user logins.
Make adjustments against an existing login.	Different actions that can be made against an existing login.

User Onboarding

When creating a new login or duplicating an existing, you can onboard the users either manually or via an email invite.

Manual	Email
Requires completion of User details, Site access and Permissions tabs. When ready, save and provide the login details to the user.	Requires completion of User details, Site access and Permissions tabs. When ready, save and send an email invite to the user.

If onboarding via email, the user will receive an email containing a link to Pi. From there, they can enter their email address and create their own password to complete set up. This can be actioned via any form of device (smartphone, tablet, etc). Once an email invite has been sent, the status of the user will show to reflect this. Using the Actions drop-down, you can re-send, if required.

If a user's status is showing as Not using Pi yet, choose Send invite email from the Actions drop-down to prompt them to complete their set up.

Invites expire after 24 hours, of which the status will update to reflect this. You will have to re-send the invite again for the user to complete setup.

Organisation Logo

Having the ability to add organisation logos help to personalise Pi. Once logos have been added, you can choose a default logo for existing/new users:

Site Groups

You can create site groups and assign these to your users, providing them the ability to switch between groups as they use Pi. You will need Super powers to use this feature (contact the Pi Helpdesk to request for this to be added to your profile):

Related Articles

• Welcome to SuperUsers!
  

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