User Management
Manage engineer/admin and customer portal accounts
All Users
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Select a user to manage their account and permissions.
Account
Permissions
Admin accounts always have full access regardless of these settings. These permissions apply to engineer accounts only.
View Schedule
Can see the weekly planner and task list
Edit Schedule
Can update task status and assignments
View Service Records
Can see their assigned service records
Create Service Records
Can log new service records
View Defects
Can see defect log entries
Create Defects
Can log new defect entries
View Collection Stats
Can see collection statistics
Create Collection Stats
Can log collection statistics
View Customers
Can see customer and site details
View Reports
Can access report generation
Manage Matrix
Can add and edit analysis matrix entries
Customer Users
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Select a user or click Create Customer Account
1 — Account Details
2 — Site Access
Which sites can this user view on the dashboard?
Select a customer first