A User is someone who can log in to OneVue. A user assigned to the Account Admin role manages what data and features each user has access to by assigning users to Roles and Device Classes.
You must be assigned to the Account Admin or Business Unit (BU) Admin role to add users and manage user settings. If you are assigned to the BU Admin role, you can only manage the users that are assigned to the Business Unit you are the admin of. Also, if you are a BU admin and adding a new user, you can only assign the user a role to the Business Unit you are a BU Admin for.
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To access OneVue, a user must be added to OneVue. Once added, a user receives an email to activate their user account. You can also resend a user their account activation notification, which provides the instructions to activate their user profile.
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Manage user access to data and features
Access to OneVue account data and the permissions to system features are granted by way of the Role and Device Class assigned to each user. Roles are designed to mirror common job functions.
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Each user is assigned a Role(s) by Business Unit and/or a Location.
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Device Classes grant a user access to specific Primex devices, which is set in their User Profile. Your OneVue users should only be assigned to the Device Classes that apply to the OneVue solution deployed at your organization. If you have multiple OneVue solutions, be sure to assign users to only the Device Classes they are responsible for.
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Set the alert preferences for users
Alert preferences set how a user receives alert notifications. Users can receive notifications by email, text, and voice. A user can also set their alert preferences from their User Profile.
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Change the email address for a user
You may need to change a user's email address if, for example, they get married and their last name changes or their email address is not correct. For security purposes, changing or updating a user's email address can only be made by Primex Technical Support.
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Set timeout exempt setting for users
The account level session timeout period sets the amount of time the OneVue automatically ends a user's login session due to inactivity. When a user is excluded from the account session timeout period, they are never logged out of OneVue due to inactivity.
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Deactivate and reactivate users
When deactivated a user cannot log in to OneVue and does not receive alert or system notifications. When deactivating a user, you can assign a user to re-assign the deactivated user's Alerts, Reports, and Custom Views.
Commonly, a user is deactivated when they are not available for an extended period of time. When reactivated, a user's log in access, Alerts, Reports, and Custom Views are restored.
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When locked, a user is denied log in access to OneVue and continues to receive alert and system notifications.
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Deleting a user permanently removes the user from OneVue. To delete a user, their profile is required to be deactivated.
Tip
The following User Reports provide data specific to users and helpful when you need to review what users have access to and more. These reports can only be generated manually and cannot be scheduled. Commonly, these reports are generated at the time the information is needed.
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The User Report provides details of each user, including their assigned Device Classes, Roles, and Alert Rules, and indicates if a User Profile is inactive.
If a staff member is leaving your organization and you need to reassign their responsibilities, this report provides what's needed to reassign their OneVue responsibilities to another user.
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The User Role Report provides details of the Roles and Device Classes assigned to each user.
If you need to understand who has access to account data and features, this report provides what's needed to identify who's assigned to specific Business Units or Locations and their assigned Roles.
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The User Alert Rule Report provides who alert notifications are sent to for each Alert Rule and indicates if the rule is enabled or disabled.
If you need to analyze who receives alert notifications, this report provides what's needed to ensure notifications are being sent to the right staff and you have the right coverage.
At anytime, you can view and manage your staffs' OneVue user profiles.
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To view users, go to Admin > Users. A list of all users is displayed.
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To view a user's profile, from the list select the Email link of the user.
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To manage the Role(s) assigned to the user, from their profile select Assign Roles. A BU Admin can only assign Roles to a user for their Business Unit when they create a new user. Only an Account Admin can update a user's assigned roles.
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The following table provides the settings managed from a User Profile.
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Setting |
Definition |
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Avatar |
Image displayed next to the User Profile name. Supported file types include GIF, JPEG, and PNG. The file size is limited to 5MB maximum. |
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Email address of the user. The user is required to enter this email address to log in to OneVue and is the email address system and alert notifications are sent to. For security purposes, changing or updating a user's email address can only be made by Primex Technical Support. |
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Title |
Commonly the job title of the user; for reference use only. |
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First Name Last Name |
The User Profile name is the value of the first name and last name. The User Profile name is displayed throughout the system and is viewable by other users. |
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Mobile Phone |
Phone number the system uses to send the user text or voice alert notifications. A non-mobile number can be entered if the user is only to receive voice alert notifications. To only receive voice alert notifications, set the user's alert preferences to voice only. |
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Dialer Suffix |
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Alert Preference |
Sets how the user receives alert notifications. The user receives alert notifications in the form of each method(s) selected. As an example, if all three methods are selected they will receive alert notifications by email, text, and voice. |
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Settings below can only be viewed and managed by a user assigned to an Admin Role. |
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Device Classes |
Identifies the types of devices the user has access to. By default, all classes are enabled. |
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Is Locked? |
When locked, the user is denied log in access and OneVue does continue to send the user alert and system notifications. |
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Timeout Exempt |
When the timeout exempt setting is enabled, the account level timeout session does not apply to the user. When enabled, the user is not logged due to inactivity. |