Creating a User

When creating a user, you assign the user a unique ID, a password, permissions, and security access to areas of your dataset. Passwords are required when logging on to the application.

1. Select Setup | Users. The User Manager appears.

2. From the User menu, select New. The Create User window appears.

   • Select the General tab to enter the user's name and set the user's ID and password.

   • Select the Permissions tab to assign a user role or set permissions.

   • Select the Security tab to set the user's accessibility to places and cost centers.

3. After making your selections, click OK.

General tab

1. In the ID field, enter the appropriate user ID. You are limited to 32 characters.

2. In the Full Name field, enter the user's first name and surname. You are limited to 32 characters.

3. Click Password to set the user's password (required). The New Password window appears.

   1. Enter the password.

   2. Re-confirm the password.

   3. Click OK. The New Password window closes.

Active Directory: Click this checkbox if user access/security is managed via Active Directory. Consult your company IT contact for more information.

Strong password: Click this checkbox to require a strong password for this user. Strong passwords must be 8-16 characters long and contain uppercase letter(s), lowercase letter(s), number(s), and symbol(s).  Acceptable symbols include !@#$%^&*()<>. EnergyCAP can also require password changes upon login after a set number of days.  So an admin can create users with a default password and then upon login require the user to change password to either a simple or strong password.

Require password change upon next login: Click this checkbox to prompt the User to change the password on the next login.

Password expires after "x" days: Input the number of days (1-999) in the password cycle.
EXAMPLE: If 30 is input, the User will be prompted to change the password every 30 days.
If no password change will be required, leave the default setting of "0".

Permission tab

When assigning permissions to a user, the custom permissions override a user role assignment.

1. To assign a pre-defined role:

   1. In the User Roles section Set to: list select the appropriate role.

   2. Click Set to save.

2. To assign custom permissions:

   1. In the Custom Settings section, select the appropriate setting from the Objects list.

   2. Select the level of access desired for this setting.

   3. Repeat steps a and b until the user has the proper access to all necessary permissions.

   4. Click Set to save.

Security tab

1. To assign the top place a user can access:

   • In the Top-most Place section, select the appropriate place. All children of this place are also accessible to the user.

2. To assign the top cost center a user can access:

   • In the Top-most Cost Center section, select the appropriate cost center. All children of this cost center are also accessible to the user.