As an administrator or Deployer User, you can perform various user management activities, such as viewing and updating existing users or inviting new users to sign up and use the platform.
You can also:
Update users' roles.
Resend user invitations.
Disable users.
You can access user management from each one of the dashboards, by clicking the settings from the dashboard.
As an administrator or Deployer User with account scope, you have the ability to create new users and invite them to join the Panoramic Power platform. This lets members of your team gain insights on energy, operations and demand.
To invite a new user, navigate to the dashboard relevant to the user’s scope. For example, for an Account user, navigate to the relevant Account dashboard and click Account Settings in the top right corner (as illustrated in the screen below).
In the Users tab within the Settings window, check to see if the user appears on the existing user list. If not, click + New Invite to start the invite process.
Allowed Domains Security Setting
As an administrator or Deployer User with account scope, you have the ability to approve specific email domains for account access. This ensures that only users with emails from approved domains can access your accounts and sites.
To specify an allowed domain, navigate to:
Account Settings > Security Settings > User Management
The Account Settings can be found in the top right corner of the Account Dashboard. You can find the Security setting under the User Management section.
Now you can add all domains that you want to grant access to your account. Once applied, only these domains and the Support Providers (if access has been granted) will be able to receive an invite to your account. If no domains are specified, access will remain unrestricted.
Invitation Details
In the New Invite window, fill in the user's details and choose a role for the user, from one of the following roles:
Deployer User - can view and edit any settings and has access to the Deployment Tool section on the Site Dashboard
Admin - can view and edit any settings
User – can view anything, but cannot change any settings.
Scope represents what the user can access. The person inviting the user is limited to setting the scope of the user to their same amount or smaller. For example: if the administrator has Account wide scope, they can invite users to have Account wide scope as well or Site(s) scope. Within the smaller scope, you can have a scope of one or a few sites within the account. You can use the search bar to search and find the intended scope and select.
Click Invite to invite the user.
Revoking an Invite
If you inadvertently invited a user with the wrong role or scope, you can find the user invite on the Invites list in the settings, and click the Revoke button from the 3 dot option when you hover the name, to revoke the invite. You can then send out a new invite with the correct role and scope.
Walkthrough Tutorial
