Create/edit users
In this guide, we'll walk you through how to create and edit new users, manage their building access, and transfer cases from one user to another (e.g. long-term absence, when someone leaves, etc.).
Table of Contents
Create a new user
Go to the Users page. You can find it under Administration > Users > Create user. Fill in the required fields (marked with an asterisk), select the role the user should have (Overview of user access), and set a password. We always recommend that you check the box “Send email to user to create their own password”. They will then receive an email from LAFT, where they can choose their own password.
You can also check whether the user should be able to receive notifications.
Click on create user. You will then receive a confirmation at the top of the page:
Now you need to choose which buildings the user should have access to. Scroll down the page a little until you reach Buildings the user has access to. Here you can check the following:
Remember to click Save building accesses!
You can copy building access from an existing user!
This saves you time and you don't have to tick buildings. You just select which user building access can be retrieved from in the drop-down menu and click on “Set building access for Name User”.
Editing a user
Go to Administration > Users > Overview. Find the user you want to edit, click the three lines on the right, and Edit. Now you can edit all the information entered for the user.
You can also edit building access by checking the buildings the user should have access to. Remember to click Save. Here you also have the option to copy building access from another user.
Transfer cases from one user to another
This is a nice feature if there is a long-term absence, when people quit, etc. You choose whether cases that the user is the issuer on, cases that the user is the performer on, or both, should be transferred.
To do this, you must edit the user you are transferring cases from , and scroll down the page until you reach Work Orders.
Note that this must be done in two operations; you must transfer cases the user is performing and issuing separately.
Tip! To verify that cases have been transferred, go to Operations and Maintenance > Work Orders > Overview > Advanced Filter.
Select the user you have transferred cases from in the Assigned to field. If all cases have been transferred, the user will no longer appear here.
