Create User
In EnergySys, user administrators are able to add, modify, reset and disable users who are members of their organisation. If you are a user administrator, the sections below describe the steps to add a new user to the system.
Note: These steps apply where user security is managed within EnergySys. If this is not the case, most of the options shown below will not be displayed and, to manage the users, you will need to get help from your company IT department.
User Creation
Log in to EnergySys and follow the profile link in the top right corner of the screen.
This link takes you to your profile page where you can update your personal information, password, security questions, etc. Click on the Admin button in the top right corner of the screen.
The Admin dashboard is displayed. Click on the 'Directory' menu and select 'People'.
The 'People' screen is displayed. Click 'Add Person'.
A dialog is shown requesting the new users details. Enter the name, email, and select the group the user will be placed under.
If the user is authenticated in Okta (Basic Authentication) ensure that the 'Send user activation email now' check box is not ticked. This will give you time to assign the user to their roles in EnergySys.
If the user is to be authenticated in the customers Azure Active Directory then set the Password option to be 'Set by admin'. A password will need to be set to allow the record to be saved (this pattern will never be used but must be at least 8 characters). Please ensure that the 'User must change password on first logon' is deselected.
Click Save to create the user.
The list of people now contains the new user. Use the Search filter on the username to locate them within the list.
Adding User Roles
In EnergySys, select the Configuration application, then the User Management module and then the Roles screen. Select the role that the new user is going to belong to and click 'Edit' in the User Roles related object.
Add a new record, locate the new user, enter an audit comment and click 'Save and Refresh'. Note that the user may take a minute or two to synchronise between the EnergySys identity manager and the EnergySys application.
Once you are happy with the roles and have save the records in EnergySys, you can activate the user.
User Activation - only required if user is not Federated
If the user is to be managed by a companies own Azure AD for Single Sign On then the activation of users in the EnergySys identity manager is not required, the account will become activated the first time they log in.
If users are to be authenticated in the EnergySys identity manager then the next step is to go back in to the EnergySys identity manager, locate the new user and click 'Activate'.
A confirmation dialog is show, click 'Activate User'.
The user will then be sent an activation email where they will enter their password and security answers. For more information see User Activation.
Once an activation email is sent the status will changed to 'Pending user activation'. Once the user has activated their account the status will change to 'Active'.
Federated User Activation
Users that are federated from their own Azure AD to EnergySys do not require to be activated in the EnergySys Identity Management portal. The activation of these users happens automatically the first time the user logs on. When they enter their username they will be recognised as being federated and will be directed to their companies login page for authentication.