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Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
Create Users and Assign Roles
Creating users allows you to add personnel to the system and assign them appropriate roles and permissions. When adding a new user, you define their role (such as Supervisor, Technician, or Manager) and configure their access permissions based on the modules they need.

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.
Introduction to mRounds
This chapter provides an overview of the mRounds application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Execute Round Tasks with mRounds Mobile App
The chapter discusses the mRounds mobile application, outlining its features which include executing operator rounds, creating ad-hoc maintenance checks, adding shift logs, managing issues, and actions.
Create and Monitor Rounds with mRounds Web App
This chapter outlines the features of the web application, including creating and scheduling round plans, generating reports, managing issues and actions, creating ERP notifications, and performing archive and search functions.
Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
Onboarding 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.
Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
- Create Positions
  Create positions like manager, supervisor and so on and assign users to them.
- Create Roles and Assign Permissions
  Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.
- Create Users and Assign Roles
  Creating users allows you to add personnel to the system and assign them appropriate roles and permissions. When adding a new user, you define their role (such as Supervisor, Technician, or Manager) and configure their access permissions based on the modules they need.
- Create User Groups and Add Users
  User Groups allow you to organize users with similar roles and responsibilities into a single group, making it easier to manage access and permissions. Instead of assigning permissions individually, you can assign them at the group level, ensuring consistency and reducing administrative effort.

Create Users and Assign Roles

Creating users allows you to add personnel to the system and assign them appropriate roles and permissions. When adding a new user, you define their role (such as Supervisor, Technician, or Manager) and configure their access permissions based on the modules they need.

By setting up users correctly, you ensure that each team member has the right level of access to perform their tasks efficiently while maintaining system security and data integrity.

To create a user and assign a role:

Expand the User Management module and select Active Users on the left side menu.

Figure 1. User Management Module
In the Active Users screen, click the Add User button on top 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.
  Note:
  You can maintain two separate email addresses to access both the Web and Mobile applications.
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.