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Managing the user list

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Duplicating a user

If you need to enter several users with the same profile settings, you can use the Duplicate feature to copy over the user information and edit as needed. *Note: Clients with Single Sign-On (SSO) accounts are not able to use the duplicate user feature.

• Click on the Admin menu icon and then click on Users.
• Right click on the User's name that you will be duplicating and select Duplicate.
• All of this user's information will now be copied over into a new user form.
• Edit this information, such as First Name, Last Name, Email, Login and Password, to represent the new user you are adding.
• Click Save at the top of the screen to add the new user.

 

Managing certifications and trainings

You can associate certifications and trainings users have received to their user profile in Asset Essentials.

• Click on the Admin menu icon and then click on Users.
• Right click on the User's name and select Manage Certifications and Trainings.
• Click on the New button.
• Click on the wrench icon next to the Certificate field to open the Select Certificate pop-up window. *Note: Administrators can add Certificates to the account under the Certifications tab.
• Select the appropriate Certificates for this user by clicking on the plus sign icon next to the Certificate Name.
• Enter the Date Acquired and the Expiration Date for this certificate.
• Click Save.

 

Adding a user to multiple sites

Asset Essentials allows you to give users access to multiple sites.

• Click on the Admin menu icon and then click on Users.
• Right click on the user and select Manage Permissions.

 

 

• Click the New button under the Site Permissions section.
• In the Site drop down menu select the site you would like this user to have permissions for.
• Click Save at the top of the page.
• Click OK at the top of the page to finalize your changes.