If you would like to add another person from your company to your existing Digital Service Manager account, you can do so easily by inviting them as a user. No further registration is necessary.
Only administrators can invite new users. As a technician, please contact an administrator of your company.
Solution steps:
- Open the settings and select the “Users” tab.
- In the overview, you will see all users associated with the company account and their roles (admin or technician).
- Click on “Add user.”
- Select the salutation and enter the first name, last name, and email address of the new user.
- Select the desired role: admin or technician. See Overview of user roles
- Send the invitation.
Please be aware that due to security reasons invitations are only valid for 30 days.
What happens next?
The user will receive an email with a link to accept the invitation:
- The name and email address are pre-filled, and the user can customize their name.
- The user must set a password.
- Then they must accept and confirm the declaration of consent and the terms of use.
- Now the new user can log in and is part of your company.
Everything is now ready for an invited administrator. However, if you have invited a technician, you must first grant him access to the customers he should be able to support.
Important: Technicians must still be assigned to customers:
- After successful acceptance, the new user appears with his assigned role in the user overview.
- Using the three dots next to the user and “Shared Groups,” you can specify which customer groups the technician has access to. Only once the customers (groups) have been selected, the technician has access to their devices and receives the corresponding alarms.
- This assignment can be flexibly adjusted by the administrator at any time.
