4.2.1 users MANAGEMENT
4.2.1 users MANAGEMENT
Embedded Files
Users can be created and managed in the "Administration" tools. To access the Administration section, select the "wheel" icon on the top bar menu.
Then sleect the "Users" option.
The system administrator can create and manage users in the ForestHQ. Different levels of access can be given to each user.
Users list
Users list
The user list shows the users within your organization. For each user the following information and tools are available:
User Information
User Information
User Name: Unique user name
User Name: Given username (for display purposes only)
Email: Unique user email (used for identification purposes)
Created: Date when the user was created
Login allowed: This parameter should be always True. Otherwise, please contact Treemetrics support.
Role: User role.
User Group: Company name
Confirmed: If set to true, the user has verified the account via a confirmation email sent to the user.
Total Logins: Number of times that the user has logged into the system.
Time since the last login: Time since the last login
User tools
User tools
Edit permissions: Change the user level of access to different system views (these options are explained in the section below).
Edit associations: Edit the data that the user can access, including Forest, Operations, Harvesters, and Map background images
Delete: Delete the user permanently from the system. Note that his option can not be reversed.
Login as: Using this tool you can see the system as this particular user sees it. Note that using this tool can create a cache issue, so it is recommended to log out and close the browser after the use of this feature.
Lock/Unlock: Lock the user without deleting it. This will prevent the user from accessing the system.
Create a User
Create a User
To create a new user, select the "New User" option on the top of the Users List
User Details
User Details
Fill out the user details:
Organization Name of the company or organization
Full name (mandatory): Given name of the user for display proposes
Log-in name: Login name in lower case and without spaces or special characters. This name should be unique.
email (mandatory): User email
Phone: Optional field. Phone number is required for tasks notifications.
Password
Password
Leave this field empty to make the user validate the account (RECOMMENDED). The user will receive an email automatically to verify the email and set up the account password.
Language and Customisation
Language and Customisation
LOCALE: Select the language of your organization
ROLE: Usually set to "User" as opposed to Administrator. If you need a new system administrator for your company, please contact support@treemetrics.com
LOGO: Leave Empty. Deprecated
SITE TITLE: Leave Empty. Deprecated
USER INTERFACE TYPE:
Dashboard only: The user has access only to the "Dashboard" view. This is the preferred option for "reporting only" users.
Manager only: The user has access only to the "Manager" view. Not recommended.
Both. Dashboard main page: The user has access to both options but the "Dashboard" is the main landing page. (Recommended for user managing information)
Both. Manager main page: The user has access to both options but the "Manager Map" is the main landing page. (Recommended only for users looking only at Valuation and Harvesting reports)
Views
Views
The rest of the options are to enable or disable system views to the user. If you want the user to view the same as you can see select all the options. Otherwise below there is an explanation for each option.
Dashboard View
The tick boxes match the views (tabs) in ForestHQ Dashboard that you have access to.
Harvest Summary: Harvest summary tab. List of recent operations and associated production data
Operation list: Operations tab. List of all the operations and associated production data
Machines: Machines Activity tab. List of machines and associated production data
Inventory layer (Valuation): Inventory tab. List of all operations with inventory data and associated views.
Machine Production Files (desktop): Files tab. Harvester files view used to inspect and upload files
Machine Production Files (mobile): Files mobile version. Harvester files view used to upload files from mobile applications
Dashboard View (Admin)
This section refers to the options in the Administration section
Batch upload: The user will be able to Import Data from the Administration section using existing templates (see the import section for more details)
Batch upload templates: The user will be able to create templates within the Import Data section (see the import section for more details). This option is only recommended for system administrators.
Associated files: Manage harvester files (changed operations and harvester associations)
Custom names: Allow to customise system terminology for your organisation
Tools/Reports
This section refers to the options in the Manager view. You may only have access to some of these views.
Training Courses: Enable the "E-learning" option to be shown in the ForestHQ Manager
People & Companies: Enable the "Contacts" option to be shown in the ForestHQ Manager
Machine/Harvester views
Show: Enables the option of see Harvester Machines. An important option for any user using harvesting data.
Edit/Delete Harvester Machine: Can edit/delete Harvester Machines
Create a Harvester Machine: Can create Harvester Machines
User associations
User associations
The "Edit Associations" option is used to see or edit user access data.
The association provide the user with access to different types of information, including:
Forest: List all the forest that can be shared with the user
Operation: List all the forest that can be shared with the user
Harvester: List all the harvester that can be shared with the user. This allows the user to see the information from a specific harvester.
Earth Observation Rasters: Background layers for the map. This is only available if you have custom background layers
Other layers: This is only available if you have custom vector layers
Tools: This option is deprecated and is not available for most users.
The different levels of association provide include:
None: The user has no access to the data
Read: The user can only see data and modify statuses, but not edit maps or attribures.
Access: The user has full access to the data, can edit maps, etc.
Write Access: Same as Access
A summary of the access data or associations is shown in the general user summary
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