This article provides information regarding managing user accounts, project team membership, stamps and email notifications. Select Security/Users to open the Users page.

Prerequisites:

1. Configure User Role Permissions.
2. Configure Groups for Permitting and Design Review Lists.
3. Upload Stamps.

A User record requires:

1. A User Role.
2. A unique email address and a password.
3. First and Last name.
4. User's who will conduct plan review:
   1. Must be associated to one or more Groups.
   2. Should be assigned Stamps.

In this article:

Understanding User Roles

Each user must be given one user role described below. System-wide permissions are configured by user role.

Creating a new user record

Select Security/Users from the Navigation panel to open the User List. By default, active users will be displayed, in-active users will be hidden. 

Request a new Account Feature

When an individual submits a ‘Request a new Account’ request from the Login page, their user record is created with a temporary password, an inactive status and an empty user role.

To view these records in the User List:

• Toggle ‘Active’ to ‘Inactive’.
• Navigate to and open the user’s inactive record.
• Proceed to the Steps below.
• The new user will receive an email with login instructions when their account status has been switched from inactive to Active.

Copy as New User Option

To utilize this method, navigate to an existing record in the User List:

• Select the ellipsis icon on the right and choose ‘Copy As New User’.
• Proceed to the Steps below.

Manually adding a new User

Click the + icon at the bottom of the User List page.

Steps to creating a new user account

1. Complete the Profile tab. Fields denoted with an asterisk are required. Email addresses must be unique.
   1. Set ‘Login Access’ to Active to allow this user to login. 
2. If the user will be performing plan review:
   1. Upload an avatar for the user. If available, the avatar is displayed in the project comment forms. 
   2. Select the Groups tab and choose the group(s) this user will have belong to for plan reviews. 
   3. Select the Stamps tab and choose the stamp(s) this user may place on plan review documents. 
3. Select the Projects tab and choose the projects this user will have access to. 
   • Project membership is automatically granted when plan review assignments are made to a ‘named’ user.
   • Users who create projects are automatically made project team members.
   • Administrators are automatically made project team members.
4. Click ‘Save’. (Required)

Managing user email notifications

Important event activity is tracked and recorded within the system Event Log history.

A subset of these events are listed under the user profile Notifications tab, allowing individual accounts to be 'subscribed' to receive email for selected notifications. This allows for users with the same role to have differing event subscriptions - and therefore receive different email notifications - based on each user's needs.

The list of available subscriptions is broken down into three categories:

• SYSTEM - Activity related to the system configuration, security, or environment. 
• PROJECT - Activity related to project data, documents, assignments, or deliverables.
• USER - Activity related to individual account requests, creation, login, updates, or deletion.

Users subscribed to an event will receive an email notificaiton whenever the event is triggered, as recorded in the event log.

Follow these steps to configure email notifications:

1. From the Users page, select a user.
2. Choose the Notifications tab.
3. Place a checkmark next to the notifications that should trigger emails to this user.
4. Click ‘Save’.

For example, we recommend that users who will be responsible for preparing deliverable packages subscribe to the email notification for 'Project Status Changed to Cycle Complete'.

Inactivate or Delete User Accounts

Inactive Account status

1. User’s with an inactive status do not have login privileges.
2. Inactive user accounts can be reactivated at any time.
3. Inactivating a user account frees up a user license for another individual.

Notifying users of login privileges

An email will automatically be sent to a user when their active status is changed from Inactive to Active.

Deleting a User account

1. From the Users List, open the user form.
2. Select the ellipsis icon on the upper right corner of the user form and choose ‘Delete’.
3. Click ‘Confirm’ to delete the user account.
4. A deleted user account can be restored if that becomes necessary. Submit a help ticket for assistance.

Removing Users from Groups

In situations where a user has been personally assigned reviews to complete for a Group, and is then removed from that Group, the following will occur:

1. The user retains rights to edit their existing comments and sketches, measurements and stamps on those assignments.
2. While the user remains the 'named user' for the assignment, they retain the right to change the assignment status.
3. The user cannot create new comments, sketches, measurements and stamps for that Group, to which they no longer belong.

Related articles

• Page:
  EPR Release Notes
• Page:
  Managing Contacts
• Page:
  Document Rendering
• Page:
  Standard Comments Library
• Page:
  Project Statuses and Workflow