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What is the difference between users and a contacts?
Both users and contacts are managed centrally in the User list. In VCOM and VCOM mobile apps, it is important to distinguish between contacts and users:
Users
…have access to VCOM with a username and password.
Example
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O&M manager
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Technician
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Investor
Contacts
…do not use VCOM. Their names and email addresses are simply stored in the system for reference and communication.
Example
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Stakeholder who receives reports
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Contact who receives invoices
User list overview
Find the user list at Portfolio level under
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Name |
Description |
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|---|---|---|
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1 |
List of users and contacts |
Find all your organization’s users and contacts. Recommendation Sort ascending by user group to display only contacts (= the entries without a user group) at the top of the list. |
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2 |
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Create a new user. See What is a user? |
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3 |
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Create a new contact. See What is a contact? |
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4 |
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Download the current view as CSV. |
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5 |
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Quickly search for users and contacts. |
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6 |
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Select which columns should be displayed in the table. |
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7 |
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Edit the details of a user or a contact. |
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8 |
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Delete a user or a contact permanently. |
Create a new user
Caution
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Be aware of the difference between users and contacts.
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According to the General Data Protection Regulation (GDPR) the storage of personal data requires the consent of the person concerned.
Prerequisites
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You belong to the user group administration or operations. See User groups.
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You have consent to store personal data of the data subject.
Steps
-
At Portfolio level , select
Administration >
Users > User list.
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Select
New user. A window appears.
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Fill in the mandatory fields.
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Enter optional user data, like job title or company, if desired.
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Select
Continue.
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The next page appears.
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Assign a Username, set a secure Password, and confirm it.
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From the dropdown, assign a User group to the user to grant them certain permissions in VCOM. See User groups.
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Assign a Theme to the user to determine how their viewport will look like.
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Select
Continue.
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The next page appears. Assign the systems the user can access via Team assignments or System assignments, or choose both options at the same time.
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Team assignment: Select a team with predefined system accesses from the dropdown menu. See also Teams.
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System assignment: Tick the check boxes for the systems the user can access.
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Select
Save.
The new user is now added to the user list.
Further actions
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Select
Edit to change the details, user group, or team and system assignments of a user.
-
Select
Delete to delete a user permanently.
Create a new contact
Caution
-
Be aware of the difference between users and contacts.
-
According to the General Data Protection Regulation (GDPR) the storage of personal data requires the consent of the person concerned.
Prerequisites
-
You belong to a user group administrator, operations, or technician.
-
You have consent to store personal data of the data subject.
Steps
-
At Portfolio level , select
Administration >
Users > User list.
-
Select
New contact. A window appears.
-
Fill in the mandatory fields, such as Title, First name, Last name, Email, Language, Country, Time zone of the contact.
-
Enter optional user data, like job title or company, if desired.
-
-
Select
Save.
The new contact is now added to the user list.
Further actions
-
Select
Edit to change the details of a contact.
-
Select
Delete to delete a contact permanently.