Overview: User management is an important process that determines the correct usability and permissions distribution in the Compliance tools. This article describes how to manage users in the Compliance mobile app. See Add, change and remove users (web) for more information on this process via the web platform.
Manage users through Mapal OS
For users on Mapal OS, your user accounts should now be managed on the Mapal OS dashboard. You can find out more at Manage users in Mapal OS.
Note: if you're not sure whether you are on Mapal OS, contact your line manager or Mapal support.
Add users via Compliance
Start from: Anywhere in the Compliance app screen.
Select the Menu icon to open the menu options.
Select People > Users from the menu.
Select Add +.
In User type, choose whether the user should be central or local. Local Users have access to a specific device, and Central Users have access to several devices.
Fill in Username and Password in Credentials. Keep in mind that the username must be unique.
In Personal Information, fill in the following fields:
First Name (mandatory): Specify the user’s first name.
Surname (mandatory): Specify the user’s Surname.
Language: Select a preferred language for the user. Keep in mind that the number of languages may vary depending on the settings in your environment.
Email: Specify the user’s email to be able to receive notifications and reset your password.
Telephone number: Specify the user’s telephone number. This field is not mandatory.
Select the User Role.
Note: Adding multiple roles to a user does not makes any difference. For example, a Manager has same access as a User, therefore the Manager role is sufficient in this case.
Add specific Notifications to be sent to the user’s email.
Each task on the daily plan is linked to a Module. In this case, users will not be able to see data linked to Construction and Fire Protection on the daily plan as these are not active.
Activate the Forms that the user will have access to.
Activate the Locations where the user will have access to or the groups that will be available to the user.
Select Save when the user creation is finished.
Edit/ Deactivate/ Remove a user
In the users list, locate the specific user to change and select the Edit button to change its associated information.
To deactivate a user, locate the specific user to deactivate in the users list and select the three dots in the user box.
Select Deactivate and the user will no longer be able to log into their account.
To Remove a user, Filter the user list by status Deactivated and Apply.
Locate the specific user to remove in the users list and select the three dots in the user box.
Select Delete to remove the user OR Activate if you want to activate the user again.