Please note that you must have been granted access to the Users section of the Administration dashboard.
From the main dashboard click the Administration icon in the left application toolbar. You will then be navigated to the Administration dashboard.
Dashboard Overview
At the top of the dashboard, you can log out by selecting the arrow next to your profile picture and clicking Log out. Based on functions that you have access to, you can select to view data from different worksites that you have been assigned by clicking the arrow to the right of the worksite name.
To locate a specific user, use the Search field at the top right. To view the User Profile, click the user name or the eye icon at the end of the row.
Create User
Two types of users can be added to projects that you have been assigned:
- Users with a login and can access the application.
- Users without a login and cannot access the application. Their names only show up in user dropdown lists or selections.
On the main Users page, click the + button in the lower left corner to display the CREATE USER dialog.
User with a Login
- Enter the user information for the user being created:
- First Name: required field.
- Last Name: required field.
- User Photo: optional field. Click the pencil icon next to the user photo to upload a photo of the user.
- Username is a required field. It must be a valid email address unique for the application. This is used as the username that the user will use when logging in to the Focus FS platform.
- Position and Phone Numbers are optional fields.
- Login Enabled: This field controls if a user has a user login and is selected by default. (When enabled, the circle appears dark with a checkmark.)
- Initial Permissions group is required. This is the permission role that will be assigned to the user for the selected project. - Click Cancel at anytime to return to the Users list view and cancel the new user creation.
- Click Reset Fields to reset the fields to defaults.
- Once all the information has been entered, click Submit to add the new user.
- An error message will indicate any validation errors, including if the username is already in use.
- A message dialog will be displayed to indicate if there were any issues. Please contact support if you have issues creating new users. This may indicate that the user has been given access to the Users function but does not have the proper permissions to create the user.
- If the user was successfully created, a message dialog is displayed to indicate this, and the new user will receive a ‘Welcome to Focus FS!’ email. This email will contain an activation link which allows them to set the password associated with their account. Please have them check their junk/spam folders if they do not receive an email in their inbox.
- When the create user success dialog is acknowledged by clicking OK, you will be navigated back to the Users list view.
- See the View/Edit User section for steps to assign a user to other projects.
User without a Login
- Enter the user information for the user being created:
- First Name: required field.
- Last Name: required field.
- Login Enabled: deselect with field (circle is clear without a checkmark).
- All other fields are optional. - Click Cancel to return to the Users list view and cancel the new user creation.
- Click Reset Fields to reset the fields to defaults.
- Once information has been entered, click Submit to add the new user.
- An error message will indicate any validation errors.
- A message dialog will be displayed to indicate if there were any issues.
- If the user was successfully created, a message dialog is displayed to indicate this. The user does not have application access will not receive an email to set up a password.
View/Edit User
In order, to view/edit user profiles you need to have access to the Users function in the Administration dashboard. If you have been granted access to Users, you can view and edit user profiles for users that are assigned to projects for which you have been assigned. This includes granting them access to other projects that you have been assigned.
- To display the User Profile dialog from the Users list view, click the user row in the list.
- Click Cancel at any point to return to the previous location.
- To edit a user (including USER PERMISSIONS) click Enable Edit in the lower right corner. This enables the fields which are editable for the user profile.
- All fields are editable except the email associated with the account. Please contact Focus FS admin if this needs to be edited.
- Edit any required fields and click Save to update the user profile attributes.
- To remove a user’s access to the application, disable the Active field. This will also remove this user from any picklists for any projects for which they were assigned. If a user needs to be available in a picklist and no longer requires access to the application, then disable the 'Login Enabled?' field.
- Reset Fields will reset user attributes (except for user permissions).
User Permissions
User permissions can be assigned to the user at either the area or at the project level. Permissions at the lowest level in the organizational hierarchy take precedence.
- The user must have at least one user permission assigned.
- Scroll to the User Permissions section of the User Profile for a user to update the permissions assigned to that user.
- When in Edit mode (Enable Edit has been clicked), you can edit or delete an existing area or project assignment. You can also assign access to other areas and projects for which you have been granted access.
- Click the pencil icon at the end of the row to edit an existing permission.
- The row is now editable.
- Select the assigned permission by selecting from the Permission dropdown and clicking Done. Click Cancel to exit without saving the new assignment.
- To delete an assignment, click the trash can at the end of the row. The user will no longer have access to the area or project that was previously assigned. They will also no longer appear in any picklists associated with those areas/projects.
- Click the + button in the lower left corner to add a new user permission.
- Select an area from the Area dropdown. If you want to assign a permission to all projects in that area, then do not select a project.
- If you wish to assign the permission to a project, select it from the Project dropdown.
- Select the permission from the Permission dropdown.
- Click Done to add the user permission for the user.
- Repeat these steps to add additional user permissions. - Contact support to enable the Users function for any users requiring User Administrator privileges.