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User Role Descriptions & Adding a User

Adding new users is an Administration function.

  • From Administration, click Users & Permissions.
  • Click the Add User button.
  • Enter the required information in the User Wizard, including their Username, Full Name, Email, and User Role (see User Roles below). *Note: UtilityTrac passwords must have a minimum of 6 characters.

 

User Roles

Each user must be assigned a user role. A user role defines what features the user is allowed to access, and what their create/edit/modify/delete rights are. "View" permission means that a user can view data but cannot create, modify, or delete records. "Write" permission means that a user can create, modify, and delete records. One of the following User Roles must be assigned to each user. They are listed in order from most access to least access:

Administrator

Full view and write access to all menus, features, and functions. The Administrator User Role is the only one that can create new users or change a User Role assignment.

Bill Entry & Account Setup

Ideal for a Data Entry Specialist who is responsible for day to day bill processing and associated setup tasks. This User Role has the same permissions as an Administrator, except it cannot create or modify users.

Building Administrator

View access to all menus, features, and functions. Write access is limited to building and meter setup data such as name, address, floor area, and ENERGY STAR attributes.

Bill Entry Only

This role is ideal for distance users who receive bills and need to enter them into the system. They cannot create or modify other data in the system but have full viewing access to all parts of the application.

Building Manager

Intended for a department/building manager or a consultant, this User Role has View access only, and is limited to six menus: Home, Buildings & Meters, Groups & Benchmarking, Accounts, Vendors & Rates, and Reports.

Public - View Only

The Public Access User Role grants view only access to four menus: Home, Buildings & Meters, Groups & Benchmarking, and Shared Reports. It is similar to Building Manager View Only, but does not allow view of Vendors & Rates and Accounts.

Public - Report Only

A Reports Only user can only view Shared Reports in the application. This is ideal for users that need to actually run reports on a periodic basis but would otherwise find the other data viewing options overwhelming and not useful.

 

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