User Access and Groups

Users

Overview

Add, edit, invite and deactivate users in this module. You will be able to manage the user personal details, select the platform access and the user group.

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User Statuses

Statuses are used to indicate at what state the user has in the platform.

Status

Description

Draft

When you create a new user and click save the status turns to Draft. You can then invite the user to the platform.

Invited

The user has been Invited, an email has been sent to the registered email address.

Active

The user has accepted the invite and is Active on the web platform or app.

Deactivated

A Deactivated user no longer has access to the platform, but the associated records are still available in the platform.

Access

User Access & Roles

User access is determined by the Role and Group of the user. Roles give general access to the Mobile App and Web platform. Access to specific Web and Mobile Projects are determined by the Group that is associated with the user and the project. Users can have access to multiple projects on both the Zinier App and Web Platform.

Role

Mobile OR Web Access

Mobile User can log into Zinier Mobile App

Web user can log into Zinier web platform

If User has Both (Mobile AND Web) he can log into Mobile app and Web Platform

*Important Note - what the user ultimately sees on the mobile app and web platform depends on Mobile Project or Web App access given to the Group(s) he is in.

Users and Groups Access

User can add new, delete, invite, re-invite users

User can add new groups, add members and remove members from groups

Solution Builder Access

User can Assign Mobile Project(s) and Web App(s) to Groups

Org Config Access

User can add or edit entity config, see logs,

App Stores Access

User can view, install and upgrade solution bundles

Role Persona Example

Mobile User

Mobile ONLY

No

No

No

No

Technicians who only need mobile access to do mobile tasks

Project User

Mobile AND Web

No

No

No

No

Coordinators that dont need to do any user management AND also need to do mobile tasks

Project Admin

Mobile AND Web

No

No

No

No

Same as above

Web Admin

Web ONLY

Yes

No

No

No

Coordinators that need to do user management

Org Admin

Mobile AND Web

Yes

No

No

No

Business users that need to do user management and mobile to see how a mobile task is seen.

Solution Admin

Mobile AND Web

Yes

Yes

Yes

Yes

Someone from Zinier Solutions Team or partner devs that configure the solution

Solution Developer

Mobile AND Web

Yes

Yes

Yes

Yes

Someone from Zinier Solutions Team or partner devs that configure the solution

FAQ on User Roles

  1. What is the difference between Web Admin and Org Admin?

    1. Org Admin has both Mobile and Web access. This means that Org Admin can log into the mobile App. Web Admins cannot login to mobile app EVEN if they are in a Group assigned to mobile project

    2. Org Admin persona is someone that needs to oversee everything.

  2. What is the difference between Project User and Project Admin?

    1. There is no functional difference between Project User and Project Admin. They are the same for now.

  3. What is the difference between Project User/Project Admin and Web Admin?

    1. Project User/Project Admin does not have access to Users and Groups. They cannot add, invite, deactivate, delete any user or add new groups.

Relationship to Other Modules

Users are essential for the platform. When adding new users for the first time, you should be particularly mindful of their relationships to the following modules:

Module

Relationship

Solutions Builder - Mobile Projects

The access of a user to the Mobile App is defined by the role and the group of the user. When a group is assigned to a Mobile Project all mobile users associated with that group have access to that specific project. This all results in the user being able to access one or multiple Mobile projects in the Zinier App.

Solutions Builder - Web Projects

The access of a user to the Web Platform is defined by the role and the group of the user. When a group is assigned in a Web Project to a specific module all mobile users associated with that group have access to that specific module. This results in the user being able to access one or multiple modules in the web platform.

Users - Groups

Users can be assigned to a group.

Add New Users

  1. From the main page, click Add New to open the side panel.

  2. Enter the Name, Email, Phone number and optional Employee ID.

  3. Select the platform Role for the user. This defines the level of access.

  4. Select the Group, groups are used for specific Mobile or Web project access, approval workflows, notifications.

  5. Click Save & Continue which will save the record and make the Skills table visible. After adding the optional skills the user will have the status Draft and is ready to be invited to the platform.

Invite Users

After creating the user you can invite the user by clicking Invite in the side panel. The status of the user will change to Invited. The user will receive an email with the instructions on how to create an account. After the user completes this process the status will change to Active.

Edit or Deactivate Users

You can edit or deactivate a user by hovering over the row of the desired User from the main page table and clicking the Edit icon. If you click Edit, the side panel will appear. Edit the information and click Save, or click the trash bin icon on the top navigation to deactivate the user. The users status will change to Deactivated.

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Fields

User

Name

Name of the user

John Doe

Source (Module)

Email

Email of the user

john.doe@email.com

Phone

Phone of the user, select the country code first.

88309458

Employee ID

Employee ID of the user, this field is optional.

USER-ID103492

Role

This defines the level of access the user has to the platform:

  • Mobile User: Mobile access to specified projects in the Zinier App.

  • Web User:

  • Project Admin:

  • Solution Admin:

Mobile User

Group

Select the group for this user, groups can be set up in Workforce - Groups.

East Coast

Users - Groups

Inviting Users & Statuses

User Access & Roles

Groups

Overview

Workforce lets you organize your users in multiples groups. In this module, you will be able to add, edit, duplicate or delete groups and select the users that belong to a group.

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Relationship to Other Modules

Groups are used in a number of places across the platform. When creating Groups, you should be particularly mindful of their relationship to the following modules:

Module

Relationship

Solutions Builder - Mobile Projects

The access of a user to the Mobile App is defined by the role and the group of the user. When a group is assigned to a Mobile Project all mobile users associated with that group have access to that specific project. This all results in the user being able to access one or multiple Mobile projects in the Zinier App.

Solutions Builder - Web Projects

The access of a user to the Web Platform is defined by the role and the group of the user. When a group is assigned in a Web Project to a specific module all mobile users associated with that group have access to that specific module. This results in the user being able to access one or multiple modules in the web platform.

Workforce - Users

Users can be added to groups in order to get platform and project access, receive notifications or be added as an approver in the approval process.

Admin - Notifications

When adding a new notification the Recipient Group needs to be selected.

Admin - Business Settings - Escalation Hierarchies

You need to select the User Group who will receive the Notification when setting up Escalation Levels in Escalation Hierarchies. Note that by default, this comes from the Notification Group you used when creating the Notification.

Admin - Business Settings - Approval Workflows

Create a Group (Action Group, Approval Group, and Rejection Group) for each set of users in each Transition added to an Approval Workflow.

Add New Groups and Manage Group Members

  1. From the main page, click Add New to open the side panel.

  2. Enter the Group Name.

  3. Click Next and the users table will appear. You can now start adding Group Members.

  4. Add the group members by selecting the users from the users table.

  5. Click Save & Continue, the Group Members table will now appear.

  6. From the Groups sidepanel, click Add Users above the Group Members table. A sidepanel will appear where you can select one or multiple users.

  7. After you have added Group Members, return to this sidepanel and click the Save button in the top right of the side panel.

Edit, Delete or Duplicate Groups

You can Edit, Delete a group by hovering over the row of the desired Group e from the main page table and clicking the Edit icon. When you click edit, the side panel will appear. Edit the information and click Save, or click the trash bin icon on the top navigation to delete the record. Hover over the desired group from the main table and click the Duplicate icon in order to duplicate the group.

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Add Group Members

  1. From the Groups sidepanel, click Add Users above the Group Members table.

    1. To add new users to the group, in the group section, click Add Users, a sidepanel will appear where you can select one or multiple users.

    1. Make your selection and click Save.

    2. Click the Minus icon to remove a user.

  2. Click the Save button in the side panel header to save the changes successfully.

Remove Group Members

You can or Remove group members by hovering over the row in the Group Members table in the Groups sidepanel and clicking the Minus row action icon. If you want to remove or add multiple Team Members you can click Add New and the sidepanel with a table of all the users will appear. You can select and deselect the users.

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View Assigned Mobile and Web Projects

When you create a new group, by default there are no projects assigned to this group. Once a new group has been created you can assign Mobile projects and Web Projects in order to give the users that belong to that group access. This can be done from the Solutions Builder using the Mobile Projects and Web Projects modules.

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Fields

Field Name

Description

Example

Group Name

Name of the Group

Downtown Sales

Field Relationships & Dependencies

Relevant Field(s)

Source (Module)

Relationship

Example

Project Access

Notification

Approvals