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User Role Descriptions & Adding a User

FSAutomation User Roles

FSA Administrator - They have full access to all of the FSAutomation screens, features, and settings.

  • Overrides - Able to create overrides, cancel pending and current overrides.
  • Events - Able to view and cancel any current or future FSDirect events.
  • Saved Actions - Able to run any existing Saved Action and create new ones.
  • Pre-Start Value - Able to edit the existing Pre-Start Value.
  • User Management - Able to edit and add new users to FSAutomation.

 

FSA Site Administrator - They have the ability to perform the below tasks for their assigned Locations.

  • Overrides - Able to create overrides, cancel pending and current overrides.
  • Events - Able to view and cancel any current or future FSDirect events for assigned Locations.
  • Saved Actions - Able to run and existing Saved Actions.

 

FSA Systems Operator - This user role is typically given to primary users of FSAutomation since they are working daily with the building automation systems. They have access to:

  • Overrides - Able to create overrides, cancel pending and current events
  • Events - Able to view and cancel any current or future FSDirect events.
  • Saved Actions - Able to run any existing Saved Actions.
  • Pre-Start Value - Able to edit the existing Pre-Sart Value.

How to Add Users

  • Click on the Account Setup tab.
  • Click on the FSA Users link. (You can also hover your mouse over the Shortcuts menu and select the FSA Users link from the list.)
  • Click the Add New Item link above the right side of your user list.

 

 

  • If you have users in other SchoolDude applications, you will be directed to a Registered Users page. The Registered Users drop down list will show all users in other SchoolDude applications that are not already users in FSAutomation. If the person you want to add is in that list, select their name and click Add This User.
  • If the person is not in the list, click the New User button.

Adding Registered Users

  • After you click the Add This User button, you will need to select the Role for this user.
  • Check the box if you want to change the login information notification options from the default selection.
  • Click Next Step to continue.

 

 

  • On the User Information screen, the user's login name, first and last name, email address, password, and contact information will automatically be pulled over from the information in their other SchoolDude account.
  • The fields not indicated by the orange line on this page are not required and can be added at any time. Click Next Step to continue.
  • If Location assignments apply to the user role (Site Administrator), identify them on the following page by checking the corresponding check boxes.
  • Click Save to complete the registered user addition process.

Adding New Users

  • After clicking the New User button, you will need to select the Role for this user.
  • Click Next Step to continue.
  • On the User Information screen, you will need to enter a Login Name, Password, First and Last Name, and Email Address for the user account.

 

 

  • Login Name - No character limit, but the name must be unique to all of our SchoolDude clients. We recommend using the person's email address as their Login Name.
  • Password - Must be eight or more characters, and include at least one of the following: one mixed case character; one number; one special character.
  • Email Address - Must be a unique and valid email address.
  • Receive Email Notifications - If the user does not want to receive any automatic email notifications, uncheck this box.
  • Click Save to complete the process for FSA Administrator and Systems Operator role user creation, or Next Step if creating a Site Administrator user to select their Location Assignments.
  • If Location assignments apply to the user role (Site Administrator), identify them on the following page by checking the corresponding check boxes.
  • Click Save to complete the registered user addition process.

 

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