How to create an user?

(1) Click on the circle icon with your initials at the top right corner, then select “Settings.”

(2) Navigate to the “User Accounts” tab.

(3) Click on “Add New User.”

(4) Enter the user’s details:

• Email Address (required)

• First Name (required)

• Last Name (required)

• Job Title (optional)

• Phone Number (optional but required if the user wants to receive monitor alerts)
  Then click “Next.”

(5) Choose the user type:

• Admin User: Full access, including creating users, editing assets, and viewing billing and reports

• Regular User: View-only by default, with customizable permissions

(6) If creating a Regular User, configure their feature permissions (e.g., view/edit assets, access reports, manage monitors). Click “Next.”

(7) Set up Asset Permissions:

• Select the assets the user can access, click “Add,” then review the Allowed Assets list

• Click “Next”

(8) Set up Equipment Permissions (for Toolie-connected equipment):

• Select equipment to assign, click “Add,” then review the Allowed Equipment list

• Click “Add” to finalize

(9) The new user is now created. You can view and manage all users from the “User Accounts” tab.