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How to onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
How to add Users and Assign Roles
Learn how to create a user and assign the relevant role to the user.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
What is the mRounds application?
mRounds helps supervisors to create operator rounds and helps operators execute round tasks, record asset data, and submit scheduled rounds with supervisors.
Use mRounds to Execute Round Tasks
This section provides the overview of the mRounds mobile application and how to use the application to inspect & execute rounds and record data of the findings.
Create Rounds and Assign Round Tasks
This section provides information on how to create rounds for asset maintenance checks and assign them to operators.
How to add Master Data
Use the Master Configuration module to add master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.
How to onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
How to onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
- How to create Positions
  Learn how to create a position and assign it to a user. Use the Positions sub module to create a position.
- How to create Roles and Assign Permissions
  Use the Roles and Permissions sub module to create roles and assign relevant permissions.
- How to add Users and Assign Roles
  Learn how to create a user and assign the relevant role to the user.
- How to create User Groups and Add Users
  Use the User Groups sub module to create user groups and assign users.
- How to remove users from User Group
- How to modify User List
How to export Round Submissions Data

How to add Users and Assign Roles

Learn how to create a user and assign the relevant role to the user.

To create a user and assign a role:

Click the Active Users under the User Management module on the left side pane.

Figure 1. User Management Module
Click the Add User button on the right.
In the Add User window, do the following:
1. Add the photo of the user.
2. Enter the first name of the user in the First Name field.
3. Enter the last name of the user in the Last Name field.
4. Enter the title of the user in the Title field.
5. Enter the mail id of the user in the Email field.
6. Select the relevant role from the Roles drop down.
  Note: You can click the More Info icon to check the permissions assigned to the particular role.
  Figure 2. Check Permissions
7. Select the user group from the User Group drop-down.
8. Select the dates from the Valid From and Valid Through calendars.
9. Select the plants from the Plant drop-down.
  Note: You can select more than one plant for a user. This enables the user to view rounds assigned to the user from multiple plants.
10. Select the unit from the Unit drop-down.
11. Select the position from the Position drop-down.
12. Click the Add User button.
Figure 3. Add User Details

User is created successfully. You view the newly added users list in the Active Users screen. To download the users list in excel format, click the More icon > select Download Users List.