Managing Users

You manage access to the system by creating Users and assigning them Roles which grants permissions for specific actions. 

A User can be a Staff User, an employee of the Access host company, or a Customer User who accesses the services of the host company.

Configuring Users for PRINERGY Access

You can manually add Users one at a time, or you can use the Import function to import a list of names from an Excel Spreadsheet.

Importing Users

1. Go to the Administration tab in PRINERGY Portals

2. Select Users
3. Click Import to get the following dialog:
   
   
   
   
4. You can press the + button to open a User Import Template that has been populated with User Names and relevant information.
5. You can click the Download Template button to get a sample pre-formatted spreadsheet, to use as a guide for entering User information.
   
   
   
   
6. Make sure to check First row of Excel Spreadsheet contains column names
7. Users will be imported
8. Imported Users can be selected and edited.

Manual Entry of Users

1. Go to the Administration tab in PRINERGY Portals

2. Select Users
3. Click Add to create a new User, or click on an existing User Name to edit the User.
4. The User Info tab will be selected by default
5. Select Staff User or Customer User from the User Type drop-down menu. The choices you then have depend on the User Type selected.

Staff User

User Info tab

1. Select Staff User as the User Type
2. Enter a Username.
3. Enter First Name and Last Name.
4. The Company will be hard coded to the Tenant Host name and cannot be changed.
5. Ink Manufacturer is used only for PRINERGY Portals Ink Analytics, and is not relevant to PRINERGY Access.
6. Select Is Contractor if a user is only going to be temporary, and set from and to dates to limit their access. 
7. Plant is used only for PRINERGY Portals Analytics, and is not relevant to PRINERGY Access.
8. Enter the user Email address
9. Select the Email Language from the drop-down menu
10. Enter any relevant Comments in the entry box
11. Proceed to the Email Subscriptions tab

Email Subscriptions tab

1. Check Enable Event Notifications if the User is going to be an Administrator and wants to be alerted to User edit events
2. Optionally select
   1. User Created
   2. User Info Modified
   3. User Deleted

POD Role tab (PRINERGY Portals Roles)

1. Select a Role for the User by clicking the radio button beside the Role name.
   • As you select each Role, the rights for each Role will display in the Rights of customer user panel on the right•
   • You can only select one Role for each user.
   • There is only one mandatory Right that must be selected in a Role for a PRINERGY Access User and that is PRINERGY Access - View
   • Roles cannot be created or modified in this tab. POD Roles are created and edited under Roles in the Administration tab.
   

PA Role tab (PRINERGY Access Roles)

1. For Staff Users, you can set PA Roles for all customers, or you can set different Access Roles for different Companies.
2. The default setting assigns a PA Role for All customers.
3. Click on Customer Access... if you wish to configure different User Roles for different Customers
4. Select a Role for All customers/Individual Customers by clicking on the drop-down menu under the Role column.
5. To see the Rights of each PA Role, click on the Info iconbeside each Role 
   

Customer User

User Info tab

1. Select Customer User as the User Type
2. Enter a Username.
3. Enter First Name and Last Name.
4. Enter the user Email address
5. Select the Email Language from the drop-down menu
6. Enter any relevant Comments in the entry box

PA Role tab (PRINERGY Access Roles)

1. Click on Customer Access... to select the Company of the User
2. Select a Role by clicking on the drop-down menu under the Role column beside the Customer
3. To see the Rights of the assigned PA Role, click on the Info icon