User Profiles: Create, View, Edit, Delete, Activate, Deactivate

For security reasons, each Tracer ES user should have his or her own user profile. The profile contains a User ID, private password, access role, building and graphics permissions, and contact or other information.

Note: The ability to create or edit user profiles and roles should be reserved for only the highest-level administrators. Someone with full access to user profile and role editing will effectively have administrative access to your entire building network.

 

To create a new user profile:

  1. Go to Actions and Settings | Users and Roles | Manage User Profiles.
  2. Click Add a New User. A series of steps begins.
  3. Complete the information on each page until you reach the final page, then click Finish.

 

To view a user profile:

  1. Go to Actions and Settings | Users and Roles | Manage User Profiles.
  2. Click the user's name in the User Name column. The user's profile information appears on the User Profile Details page.

 

To edit a user profile

  1. View the user profile. See above.
  2. Click Edit. The Edit User Profile page appears.
  3. Make changes as desired.
  4. Click Next.
  5. Verify the new information and click Finish.

 

If you delete a profile, it is permanently removed from the system and cannot be recovered. You can deactivate unneeded profiles then reactivate them later.

To delete, activate, or deactivate a user profile:

  1. Go to Actions and Settings | Users and Roles | Manage User Profiles.
  2. Select the profile.
  3. Click Delete to permanently remove the profile from the system.
  4. Click Activate or Deactivate to change the activation status of the profile.

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