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This documentation relates to EnergyCAP version 3.6.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Description

User names, roles, and passwords can be updated at any time. 

This section will...

  • Describe the process for editing users.

Prerequisites

  • The ability to edit 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 Pencil (edit) icon for the user you wish to modify.

    The User Properties window will open.

    1. There are four tabs available for editing. 
      On the General tab, update all required fields, including the current user 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.

    2. On the Password tab, select the appropriate password settings. Then click Continue.
    3. On the Limit Building View tab, select the appropriate radio button. Then click Continue.
    4. On the Limit Account View tab, select the appropriate radio button. Then click Continue.

    .

  4. Click Finish to complete the user updates.
    • The User Wizard will close. User properties have now been updated. 

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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