Manage Local Administrators and Operators

This procedures adds administrators for intermediate nodes, and adds or edits local administrators or operators.

Note

Default local VOSS Automate administrators are created when provider, reseller, customer, and site hierarchy nodes are established.

An administrator for a particular hierarchy level can create or modify the administrators and operators at that hierarchy level and any level below. For example, a Customer XYZ administrator can create other Customer XYZ administrators and site administrators for Customer XYZ.

  1. Log in as an administrator.

  2. Set the hierarchy path:

    • To add or edit an administrator or operator at a level below your current level, set the hierarchy path at the top of the window.

    • If you have signed in as provider administrator and want to create a customer administrator, set the hierarchy path to the customer for which you want to create the administrator.

  3. Go to (default menu) User Management > Admins) to open the Admins list.

  4. To edit an existing administrator or operatory:

    • Click on the relevant user to open the Users[username) form.

    • Make the changes you require.

    • Save your changes.

  1. To add a new administrator or operator:

    • Click the plus icon (+) to open the Users/New Record form.

    • Fill out the field values. Mandatory fields are indicated with an asterisk (*):

Field

Description

Username

Sign-in username. This field is mandatory.

Email Address

User email address.

Role

Choose the administrator’s role. This field is mandatory.

  • For a provider, reseller, customer, or site administrator or operator, the available roles are limited to those applicable to the hierarchy level.

  • For an intermediate node administrator or operator, the available roles are limited to those associated with the nearest non-intermediate node above the intermediate node in the hierarchy.

Password

Set the password. This field is mandatory.

Language

Choose the administrator’s language. Note:

If no language is chosen, the language is inherited from the nearest hierarchy node (at or above the administrator) that has a default language configured. If no default language is configured anywhere in the hierarchy at or above the administrator, the administrator’s language is English.

Sync Source

This is set LOCAL when the administrator is created on VOSS Automate.

User Type

Cannot be edited - determined by the Role interface (administration / selfservice).

  1. Click Save.