creating and using user roles and permissions in energycap

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

Advanced Operations Track

Creating and Using User Roles

and Permissions

Presented by Scott Bair, CEM


Agenda:

User Permissions

User Roles (Standard and Custom)

Additional Settings & Permissions


Why Have User 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)


User Permissions Checklist


User Roles


User Roles: What, Why, and How


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


Standard User Roles


Administrator

Full view and write access to all

menus, features, and functions.


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


Building Administrator

View access for all

menus, features, and functions

Write access is limited to building and

meter Setup data


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


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.


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.


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


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


User Permissions Checklist


Additional User

Settings & Permissions


Login Settings and Permissions


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


Topmost Place and/or Cost Center


Module/Manager Restrictions


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

Questions

Visit the Ace Place to learn more!


creating and using user roles and permissions in energycap

Technology

energycap user roles

energycap users

user access

energycap options

energycap catalyst

user role permissions

administrator user role

user manual