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Advanced Operations Track
Creating and Using User Roles
and Permissions
Presented by Scott Bair, CEM
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Agenda:
User Permissions
User Roles (Standard and Custom)
Additional Settings & Permissions
User Permissions
User Permissions options provide the ability to restrict user access and functionality
Options: view, create, modify, delete
Limit visible modules/managers
User Permission Checklist (via user manual)
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User Roles
A User Role is comprised of a group of
permissions
Each permission defines what type of
access (view/create/modify/delete) is
given to each feature
Every user must be assigned a User
Role
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Administrator
Full view and write access to all
menus, features, and functions.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Bill Entry & Account Setup
Full view and write access to all
menus, features, and functions with the
exception of User Role
creation/modification
Ideal for a Data Entry Specialist
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Building Administrator
View access for all
menus, features, and functions
Write access is limited to building and
meter Setup data
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Bill Entry Only
Ideal for distance users who receive
bills and need to enter them into the
system
Cannot create or modify other data in
the system but have full viewing access
to all parts of the application
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Building Manager-View Only
Intended for a department/building
manager or a consultant
Has View access only
Limited to six menus:
Home, Buildings & Meters, Groups &
Benchmarking, Accounts, Vendors &
Rates, and Reports.
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Public-View Only
Grants view only access to four
menus: Home, Buildings &
Meters, Groups & Benchmarking, and
Shared Reports
Similar to Building Manager View
Only, but does not allow view of
Vendors & Rates and Accounts.
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Public-Reports Only
View access to Shared Reports in the
application
Ideal for users that need to actually run
reports on a periodic basis but would
otherwise find the other data viewing
options overwhelming and not useful
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Creating Custom User Roles
Only created and assigned using the installed client User Manager
Clearly define the access or restriction of the new role
Create a matrix utilizing the User Permission Checklist
Create the new role via the User Manager
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Topmost Place and/or Cost Center
Meters and Accounts are viewed in hierarchical tree structures
Meters > Buildings (Place) > Sites (Parent Place) > Regions (Parent Parent Place) > Root Node
Accounts > Cost Centers > Departments (Parent Cost Centers) > Regions (Parent Parent Cost Center)> Root Node
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View Only Access
Allows many users to view and report on data
Maintains database integrity
Can be restricted to show only Building level data
Utilized by State of Maryland to share data with the Public