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About DicksonOne User Access and Permissions

• The DicksonOne system allows customers to add unlimited users to their own account. Customers will have the ability to determine what locations each user should be able to access and the level of permission the user should be granted for each location.
• The DicksonOne system supports No Access, Ready Only Access, and Manage Access for permission levels.
• This article aims to explain the differences between permission levels. To learn more about how to add a user, visit the help article Add a New User.

Understanding Access

Determine Access by Location

The DicksonOne system allows you the flexibility to mix and match the locations a user has access to, as well as the type of permissions the user will be granted.

1. For each user, determine what locations the user should be able to access.
2. Determine Read Only Access or Manage Access for each location, or No Access should the user be prohibited from seeing any content for a specific location.
3. You can grant a user access to 1 or several locations and mix and match the permission levels.

Understanding Permission Levels

No Access

No Access will prohibit the user from accessing any information regarding the location that the user has No Access to. When the user logs into the DicksonOne account, the user will only see the locations that the user is granted access to and the corresponding data and users.

Read Only Access

Read Only Access allows users to review, comment/annotate on data, and create reports and exports. It limits the user from performing any administrative tasks. Read Only Access will NOT allow the user to change device configurations, add/remove devices from the account, add/manage other users, create and edit alarms, add or remove locations, etc.

Manage Access

Manage Access allows the user to have an administrative role for the locations the user has access to.  Manage Access will allow the user to do everything that Read Only Access permits with the addition of being able to change device configurations, add/remove devices from the account, add/manage other users, create/edit alarms.

Owner (Administrator)

The user that creates the DicksonOne account becomes the Owner by default and is the administrator of the account. The Owner will always have Manage Access to all of the locations that live within the account. The Owner will have admin permissions to account configurations such as security settings/SSO, Default Device Configurations, manage API keys, and review billing/subscription information.

Access Matrix

Permission/Feature	No Access	Read Only Access	Manage Access	Owner (Administrator)
Review device configurations via Manage Devices		Allowed	Allowed	Allowed
Review device data		Allowed	Allowed	Allowed
Annotate and comment on the device graph and data		Allowed	Allowed	Allowed
Export device data (in CSV format)		Allowed	Allowed	Allowed
Run device data reports (in PDF format)		Allowed	Allowed	Allowed
Review alarm configurations		Allowed	Allowed	Allowed
Review alarm events		Allowed	Allowed	Allowed
Acknowledge and comment on alarm events		Allowed	Allowed	Allowed
Review their own profile (edit email and password)		Allowed	Allowed	Allowed
Review their own audit trail in events		Allowed	Allowed	Allowed
Review other users and contacts within the account		Allowed	Allowed	Allowed
Register, delete, or archive devices			Allowed	Allowed
Change device settings/configurations			Allowed	Allowed
Edit and change channel names			Allowed	Allowed
Create, edit, and delete alarms			Allowed	Allowed
Apply and remove alarms from devices			Allowed	Allowed
Add, edit or remove locations			Allowed	Allowed
Add, edit or remove users and contacts			Allowed	Allowed
Review a system and user audit trail in events			Allowed	Allowed
Configure account settings				Allowed
Configure account security settings such as password requirements				Allowed
Configure account Single Sign On				Allowed
Configure default devices settings (to match SOPs or and make device registration easier)				Allowed
Review billing and subscription information				Allowed

Success

About Adding Users

• Users are individuals who log in and out of DicksonOne (this can be controlled by different User Permissions)
• The account owner will automatically have all the permissions by default (account owner is the individual that created the DicksonOne account). 
• The account owner can create users with Manage Access (those who can administer the account) and Read Only Access (those who can view only) based on location permissions
• Unlimited Users can be added to DicksonOne

How to Add a New User

Add Users to Your Account:

Go to DicksonOne.com > Manage > Users & Contacts 

1. Click +Add User or Contact

Contacts
You can add additional Contacts to your account. Contacts are individuals who do not have access to the system but may need to be notified during alarm events.

Provide the User’s Information:

The requirements of a user are First Name, Last Name, and Email.

1. Provide the User’s First and Last Names.
2. Determine if you would like to add an optional Role and Location for that Role
3. Provide the User’s Email address (can add additional email addresses by clicking +Add email address.
4. Optional to add a phone number if the user will be notified via SMS or Phone Call during Excursions or Warning Alerts.
5. Slide the toggle to make the individual a User under Make this contact a user?
6. Determine the User’s Location Permissions by selection from No Access, Read Only or Manage for each specific location. 
7. Click Submit at the end

User Invitation:

The User will receive an embedded link via email. Once the user clicks on the link, the user will be able to create a password to log in to the account.

1. By clicking Resent Invite the user will receive a newly embedded link if the previous one has expired. 
2. By clicking Invitation Link you can copy and paste the link to be delivered to the user as well in case the user cannot find the link or the email is lost.

Success
Now that you have created a new user, you can add many more as there is no limit to the amount of users you can have in DicksonOne. To learn more about User Permissions, please visit the DicksonOne Knowledge Base.

About Contacts in DicksonOne

• A contacts can be an individual or group of individuals that are used as a contact end point on DicksonOne for alarming purposes 
• Unlike users, contacts do not have access to the DicksonOne system 
• You can create as many contacts in your account as you would like and you can also make a contact a user later on

How to Add Contacts

Section 1:

Go to DicksonOne.com > Manage > Users & Contacts 

1. Click Add User or Contact 

Section 2:

1. Provide the contact’s first name and last name 
2. A role is optional to add as well as a location for the role
3. Provide contact information such as email and or phone call if the user contact will be alerted during alarm events 
4. If the contact needs to become a user, you can slide the toggle to grand the contact user access to your DicksonOne account (but not required)
5. Click Submit

About Editing or Deleting a User/Contact

• Editing a user/contact allows you to edit the contact information and or edit the user’s location permissions.
• Adding a second email such as a personal email can be helpful when excursions occur over the weekend when users may be out of the office.
• The ability to control a users permissions based on location can be determined by experience and requirements.

How to Edit or Delete a User/Contact

Updating a Users Information:

Go to DicksonOne.com > Manage > Users & Contacts
1. Locate the user/contact you would like to edit, click on the kebab menu and
2. click Edit

2. To add a second email address click +Add email address or edit the existing email address.
3. To add a phone number for SMS and/or Phone call alerts click +Add phone number.
4. Be sure to click Submit at the end and ensure that the user was updated

Editing a User’s Location Permissions:

Permissions are managed by the locations a user has access to and what type of access.

1. No Access will not allow the user to be able to view any information regarding that location (includes the devices, alerts, alarms, etc.)
2. Read Only access allows the uses to Acknowledge/Comment on Alerts for the location, create Exports and Reports. But the user will NOT be able to configure the devices, create alarms for the devices or edit other users.
3. Manage access allows the user to manage anything regarding the specific location which includes device management, notification policies, creating users and editing users, creating alarms, etc.
4. Click Submit at the end and verify that the user was updated accordingly.

Delete the User:

1. Click Delete at the bottom of the Info page to delete the user 
2. Deleting a user will remove the user from DicksonOne and will no longer be able to access the account

Success
Users can be Edited, Deleted, Suspended and more. To learn more about other functions regarding user access, please visit the DicksonOne Knowledge Base.

About Suspending a User

•  Suspending a user from DicksonOne will prevent the user from being able to log into the account and view any information.
• This can provide temporary suspension as needed where the suspend feature can be turned on/off for a specific user.

How to Suspend a User

Suspend a User one by one:

Go to DicksonOne.com > Manage > Users

1. In the Users and Contacts page, click on the Kebab menu in a user card
2. Click Edit on the user wish you to suspend.

Suspending will prevent access to DicksonOne:

1. Click on the Sliding Toggle under Make this contact a user? This will remove the user from having any access to your DicksonOne account
2. Click Submit

Warning
Suspending a user only prevents the user from being able to log into DicksonOne and access information on DicksonOne. If the user is a recipient of any reports, the user will still continue to receive reports via email. If the user is a contact for any alerts, the user will be alerted when excursions are triggered.
Success!
Users can be Suspended, Deleted, and Edited. If you wish you remove the user from reoccurring reports, please visit the DicksonOne Knowledge Base to learn more about how you can edit a report, including recipients.

This article applies to these plans:

Basic

Standard

Compliant

About User Roles

• User roles are optional titles that you can apply to your uses and contacts
• Using roles in combination with locations and applying them to users and contacts can be a powerful way to scale alerts while minimizing configuration time
• Only account Owners can enable and eliminate user roles

How to Enable and Apply User Roles

Section 1: Users Roles Are Managed via Users & Contacts

On DicksonOne go to

1. Manage
2. Users & Contacts
3. Click Manage User Roles

Section 2: Enabling User Roles

In User Roles

1. From the Available Roles, click on a roll and drag it to the Enabled Roles section
2. All of the roles that you enabled will be available for assignment to your users and contacts
3. You can also create your own roles by typing into the text box Add a role… at the bottom and click on the + sign to add the role to your list

Section 3: Applying a Role to a User or Contact

Select a role to apply to a user

1. When creating a user or contact, by clicking under Role (Optional) you will see the available options that are enabled
2. Select a role you wish to apply to the individual
3. You can also edit your current users/contacts and apply a role to them as well

Select a location(s) that the individual will be a contact role at

1. All of the locations for which you have access to will be displayed in the drop down menu
2. You can allow an individual to be a contact role at 1 or many locations

Please note that locations function as a parent-child relationship format. These locations are also used for grouping contact roles and locations as part of notification policies and alarms, and they are not to be confused with location permissions for user access.

Section 4: Use the Roles

When creating notification policies for custom alarms, alarm templates, and/or notification policies you can use the roles available

1. You can select from the roles that you have created or individual contacts. In the example image you can see that the system will send an SMS to Alarm Responder 1, and that means that any user/contact that has the role Alarm Responder 1 will be contacted based on the respective locations the user/contact was tied to when an alarm event is triggered
2. You can also see that an email will be sent and you can determine a different role to contact if you would like

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