Documentation for All Versions

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Current Documentation for EnergyCAP Online

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This Documentation relates to 3.5.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Description

All individuals wishing to use the application must have a user name and password. Each user is assigned a role based on the permissions necessary to complete the tasks assigned to them. 

This section will...

  • Describe the process for adding a new user.

Prerequisites

  • The ability to create Users requires permissions associated with the following User Roles:
    • Administrator - Full Access
  • The ability to view Users and Role Assignments requires permissions associated with the following User Roles:
    • Administrator - Full Access
    • Bill Entry & Account Setup

Step-by-Step

  1. Navigate to the Administration section in one of two ways:
      • Select Administration from the Main Menu, OR
      • Click Admin under the More page header options.
  2. Select the Users & Permissions tree node.
  3. Click the User button. 
    • EnergyCAP Online: the button is labeled Add User
    • EnergyCAP Express/Pro: the button is labeled Invite User

       

       
  4. On the general tab, input all required fields including the new user's email address and select the appropriate User Role (more details regarding User Role descriptions are available on the User Roles and Permissions page). Then click Continue. 

      

  5. On the Password tab, select the appropriate password settings and then click Continue.

       

  6. On the Limit Building View tab, select the appropriate radio button and then click Continue.
    • all Buildings and Meters OR
    • all Buildings or Meters under a specific node of the Buildings tree view. 

  7. On the Limit Account View tab, select the appropriate radio button and then click Continue.
    • all accounts OR
    • all accounts under a specific Cost Center node of the Accounts tree view.

  8. Click Finish to complete the user creation.
    • EnergyCAP Online: The User Wizard will close. The user has now been created. 
    • EnergyCAP Express: The User Wizard window will close and EnergyCAP will send an email inviting the new user to create a login. When the invitation is accepted, the new user can create a username and password.

Rules & Restrictions

  • A user’s topmost Buildings & Meters and Account permissions apply to all areas of the application, including reports.
  • Depending on system settings, a user may not be able to change his/her password more than once a day.
  • Depending on system settings, a user may not be able to change his/her password to a previously-used password.
  • Strong password must be 8-16 characters long and contain uppercase letter(s), lowercase letter(s), number(s) and symbol(s).
  • The last date and time of a successful user login is displayed in the last column of the Users table.  This is useful in determining user engagement and problem resolution when data is modified.
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