eWeb users can access the web application to manage the system and the reporting dashboards


Add a new web user

  1. Click on the + button

  2. Fill all the details and select the role the web user needs to have

A web user is defined by the following fields

Field name

Field type

Mandatory

Comments

First Name

Text

Mandatory

 

Middle Name

Text

Optional

 

Last Name

Text

Mandatory

 

Email

Text

Optional

 

Role

Single Choice

Optional

Web user profiles

Profiles are defined in the client configuration. They determine the access rights of the web user or the access to dashboards, when creating dashboards. Roles can be adapted based on the needs.

viewer

editor

admin

full access

Mobile user

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

TRUE

TRUE

TRUE

delete

FALSE

TRUE

TRUE

TRUE

edit

FALSE

TRUE

TRUE

TRUE

licence

FALSE

TRUE

TRUE

TRUE

unlicence

FALSE

TRUE

TRUE

TRUE

bulk

FALSE

FALSE

TRUE

TRUE

Web user

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

TRUE

TRUE

TRUE

delete

FALSE

TRUE

TRUE

TRUE

edit

FALSE

TRUE

TRUE

TRUE

bulk

FALSE

FALSE

TRUE

TRUE

Team

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

TRUE

TRUE

TRUE

delete

FALSE

FALSE

TRUE

TRUE

edit

FALSE

TRUE

TRUE

TRUE

archive

FALSE

TRUE

TRUE

TRUE

restore

FALSE

TRUE

TRUE

TRUE

bulk

FALSE

FALSE

TRUE

TRUE

edit hierachy

FALSE

FALSE

FALSE

TRUE

Workflow

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

FALSE

TRUE

TRUE

delete

FALSE

FALSE

FALSE

TRUE

edit

FALSE

FALSE

TRUE

TRUE

archive

FALSE

FALSE

TRUE

TRUE

restore

FALSE

FALSE

TRUE

TRUE

Submission

fetch

TRUE

TRUE

TRUE

TRUE

edit

FALSE

TRUE

TRUE

TRUE

List

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

FALSE

TRUE

TRUE

delete

FALSE

FALSE

FALSE

TRUE

edit

FALSE

FALSE

TRUE

TRUE

archive

FALSE

FALSE

TRUE

TRUE

restore

FALSE

FALSE

TRUE

TRUE

Item

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

TRUE

TRUE

TRUE

delete

FALSE

TRUE

TRUE

TRUE

edit

FALSE

TRUE

TRUE

TRUE

archive

FALSE

TRUE

TRUE

TRUE

restore

FALSE

TRUE

TRUE

TRUE

Bulk

FALSE

FALSE

TRUE

TRUE

Dashboard

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

FALSE

TRUE

TRUE

delete

FALSE

FALSE

TRUE

TRUE

edit

FALSE

FALSE

TRUE

TRUE

archive

FALSE

FALSE

TRUE

TRUE

restore

FALSE

FALSE

TRUE

TRUE

run query

TRUE

TRUE

TRUE

TRUE

get user report

FALSE

FALSE

TRUE

TRUE

download raw

FALSE

FALSE

TRUE

TRUE

Picture

fetch

TRUE

TRUE

TRUE

TRUE

Document

fetch

TRUE

TRUE

TRUE

TRUE

create

FALSE

TRUE

TRUE

TRUE

delete

FALSE

TRUE

TRUE

TRUE

As an Opti admin, you can assign web user to a role "Optimetriks Operations" and assign them clients.

Customize profile

In the client settings, It is possible to change the name of the profile, and to create new profile and define what the web user can do.

Access to all resources

In the profile definition, there is a toggle button to “give access to all resources”.

This conditions the access to:

  • list items

  • teams

  • users

  • dashboards

If this is activated, the user can manage all the resources of the client, regardless of the teams they belong to.

If this is not activated, the user can only manage the resources assigned to the team he belongs to.

Defining web user roles

Roles are created in the client set up. They determine the dashboards the web user can see.

When you create a dashboard, you can specify the role that should have access to it.

Assign a dashboard to a mobile user role.

This is done through on the web application, under the dashboards section.

Go to the target dashboard and click on the edit icon that appears on it. Navigate to the field “Attached roles to query dashboard”, click on the Add(+) icon, add your role(s), then confirm and Save.

Retrieve the password of a web user.

Through the WebApp, you can reset and retrieve WebApp login credentials for your client. The client will receive a new password in their inbox. Always remember to inform them to check their spam folder in case they don't receive it by email.

Go to the web user, and click on the edit icon on the account.  Click on RESET PASSWORD, then on SAVE once done. The user password will be reset.

Edit a web user

Click on the edit icon to edit the information

Delete a web user

Click on the delete icon to delete the information

Filter web users by the teams they belong to

You can filter the mobile users as per the team they belong to, by using the filters option on the top left of the banner.

Create Multiple web users (bulk)

  1. Select “Add multiple users” on the top right icon

  2. Upload the users as per the template provided

Only the mandatory fields are required to be filled in the template

Delete Multiple web users (bulk)

  1. Select “Delete multiple users” on the top right icon

  2. Upload the users as per the template provided