How to create and manage users

Read time: ~5 minutes

Applies to: Admin Portal and Shop floor interface

What you can do

Add new users to the system, edit their details, assign them to a user group, and manage login keys for alternative authentication methods.

Before you start

• You need Administrator privileges in Admin Portal.
• At least one user group must exist.
• For the new user, have ready: login name, full name, email address, and which user group to assign.

Quick start

Experienced users — create a user in 5 steps:

1. Go to Administration > User management.
2. Click New user.
3. Enter login, password, surname, and email.
4. Select a User group.
5. Click Save user.

Need more detail? Follow the full steps below.

Steps

Step 1 — Open user management

1. In the left sidebar, click Administration.
2. Click User management.

The user list shows all existing users with their name, login, email, and phone.

Step 2 — Create a new user

1. Click New user in the toolbar.
2. Fill in the required fields:

The new user form — fill in login credentials, personal details, and assign a user group.

Step 3 — Save the user

1. Click Save user in the toolbar.

Success: The user appears in the user list and can now log in with the credentials you provided.

Tip: Enable User must change password at next login for security — the user sets their own password on first login on AP or SFI.

Edit an existing user

1. In User management, double-click the user in the list (or select and click View detail).
2. Edit any field on the General information tab.
3. Click Save user.

Note: This is the only place where a password can be reset.

The user detail view — edit personal details or change the user group assignment.

Note: The Login field cannot be changed after the user is saved for the first time.

Override group permissions for a user

If the user’s group has Enable privileges override enabled:

1. Open the user’s detail page.
2. Go to the AP Privileges or SFI Privileges tab.
3. Enable Override group settings for the section you want to customize.
4. Adjust the individual permissions.
5. Click Save user.

This lets you grant or revoke specific permissions for one user without creating a separate group.

Manage login keys (RFID, Coges)

If your system uses alternative login methods (RFID or Coges keys):

1. Open the user’s detail page.
2. Click the Keys tab.
3. Click the Add button.
4. Enter the key value and select the key type (RFID or Coges).
5. Click Save user.

The key is now associated with the user. To edit or remove a key, use the Edit or Delete buttons on the Keys tab.

Troubleshooting