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What is the difference between users and contacts?
In VCOM and VCOM mobile apps, it is important to distinguish between contacts and users:
Users
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Have access to VCOM with a username and password.
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Must be initially created in mc Cloud. You can then add additional details in VCOM.
Example
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O&M manager
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Technician
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Investor
Contacts
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Do not use VCOM. Their names and email addresses are simply stored in the system for reference and communication.
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Must be created and managed in VCOM.
Example
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Stakeholder who receives reports
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Contact who receives invoices
Overview: users and contacts
Find an overview of users and contacts at Portfolio level under
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Name |
Description |
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|---|---|---|
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1 |
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Set up and manage basic user information in mc Cloud. |
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2 |
Users tab |
Find the list of users in your organization in this tab. |
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3 |
Contacts tab |
Find the list of contacts in your organization in this tab. |
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4 |
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In the respective tab, download a complete list of users or contacts as a CSV. |
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5 |
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Update the overview. |
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6 |
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Sort the list by selecting a specific column. |
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7 |
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In the respective tab, quickly search for users and contacts. |
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8 |
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Select which columns you want to display in the table. |
Manage other users: add a new user to VCOM
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.
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User group operations or higher. See VCOM User groups.
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Manager role or higher in mc Cloud. See mc Cloud User roles and permissions.
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You have consent to store personal data of the data subject.
Create a new user in mc Cloud
Steps
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Go to mc Cloud:
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Option 1: In VCOM at Portfolio level , select
Portfolio settings >
Users > Users and contacts > Users > select
Manage users. You will be redirected to mc Cloud.
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Option 2: In VCOM, select
Applications > mc Cloud.
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Option 3: Go directly to mc Cloud in your browser.
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Set up the user in mc Cloud. See Set up a new user.
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Be sure to select the application VCOM in order to assign it to the user.
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The user:
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Will be visible in the user lists in mc Cloud and VCOM.
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Will receive an account activation email from mc Cloud and must follow the instructions in the email.
Add user information in VCOM
Steps
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In VCOM at Portfolio level , select
Portfolio settings >
Users > Users and contacts > Users.
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Select
Edit next to the name of the user. If the user does not immediately appear, select
Reload to update the overview.
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A window appears.
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Assignments tab:
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User group: From the dropdown, assign a VCOM User group to the user to grant specific VCOM permissions.
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Theme: Assign the user the option of either light or dark mode, or assign a user-defined theme if applicable.
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Team: Select a team with predefined system access from the dropdown menu.
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Systems: Select Add systems. Tick the check boxes for the systems you want the user to access.
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Select
Save.
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Preferences tab:
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Product language: Select the default language for the user in VCOM.
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Time zone: Select the user’s time zone.
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Select
Save.
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Organization tab:
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Add the user’s title, job title, company, phone number, mobile number, and tax number.
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Select
Save.
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Address tab:
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Enter details about the user’s address.
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Select
Save.
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The user’s details are now updated in the user list.
Further actions
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CSV export: Export the list of users.
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Edit: Change the details of a contact.
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Delete user: You must do this in mc Cloud.
Manage your own account: log in to VCOM as a new user
Prerequisites
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An mc Cloud admin or manager has assigned VCOM to you
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You have received an activation email to activate your account in mc Cloud
Steps
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In the email you received, select the link Activate account.
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You will arrive at the mc Cloud login page.
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Follow the instructions to set up your password.
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In mc Cloud, select
Applications > VCOM.
You will be redirected to VCOM.
Troubleshooting with user management
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Problem |
Recommended action |
|---|---|
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Logging in to VCOM fails |
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A user’s activation link has expired |
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Create a new contact
Create and manage contacts in VCOM.
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.
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User group technician or higher
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You have consent to store personal data of the data subject.
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At Portfolio level , select
Portfolio settings >
Users > Users and contacts.
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Select
New contact. A window appears.
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Fill in the mandatory fields, such as Title, First name, Last name, Email, Language, Country, Time zone of the contact.
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Enter optional user data, like job title or company, if desired.
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Select
Save.
The new contact is now added to the list of contacts.
Further actions
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Edit: change the details of a contact.
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Delete: Delete a contact permanently.
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CSV export: Export the list of contacts.
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