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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 Positions
Create positions like manager, supervisor and so on and assign users to them.

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 Positions

Create positions like manager, supervisor and so on and assign users to them.

To create a position:

Expand the User Management module and select Positions on the left-side menu.

Note:

Note:
To see the Create Positions module, click the Hamburger menu on the top left and then click the Expand icon next to User Management.

Figure 1. Positions Screen
In the Positions screen, click the Create button on the top right.

Figure 2. Create Position
In the Create Position window, do the following:
1. Enter the position name in the Name field.
2. Enter the description of the position in the Description field.
3. Select the plant from the Plant drop-down.
4. Click the Create button.
The position is created and it is displayed in the Positions screen.
In this screen, you can,
- Search the positions using the Search bar.
- Filter the positions based on Plant.
- Edit the position using the More icon > Edit next to the position.
- Delete the position using the More icon > Delete next to the position.