VSM has two tiers of user management
- Business Partner Users
- Customer Users
Where a customer does not have a business partner, the Business Partner is Virsae Direct.
Permissions
By default users have two levels of permissions
- Administrator
- Normal
Administrator Permissions
Administrators have full read/write access across their entity and any entities beneath them. That means, a business partner administrator, has full access to edit and manage their BP account settings, as well as manage all the configuration and account settings of their customers
Normal Permissions
A normal user only has read permissions, and typically does not have edit permissions. They typically can still access most of the same pages as an administrator, but will not have edit permissions. Some administrative pages are hidden entirely from a normal user.
Roles and Access
It is possible for business partners to configure which customers, locations, or equipment their users have visibility of, this is configured under 'Manage Roles and Access'. By default all newly created users have visibility of all customers, locations, and equipment within their entity realm.
Detailed information on configuring custom roles and access can be found under Manage Roles and Access
Creating New Users
To invite a new user navigate to: Administration → Manage Users
Click 'Invite User', and select the entity and permissions
In the example below, the business partner, Virsae Direct, is inviting a normal (business partner) user to 'Virsae Direct'. Alternatively, they could also invite customer users, by choosing one of their customers from the entity drop-down.
The user will be sent an invite link, which they must activate in the next 24 hours, before it expires.
Once the user has accepted the invite, the administrator can further configure their access and assign them specific roles as needed.