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Users and contacts

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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

  • O&M manager

  • Technician

  • Investor

Contacts

…do not use VCOM. Their names and email addresses are simply stored in the system for reference and communication.

Example

  • Stakeholder who receives reports

  • Contact who receives invoices

User list overview

Find the user list under image-20250120-150900.png PORTFOLIO LEVEL > image-20250120-150919.png Administration > image-20250120-151004.png Users > User list.

Overview of the user list

Name

Description

1

List of users and contacts

Find all users and contacts of your whole portfolio in this list.

image-20250120-152735.png Sort the list by selecting a specific column.

Recommendation

Sort ascending by user group to display only contacts (= the entries without a user group) at the top of the list.

2

image-20250120-151747.png New user

Add a new user to the list. See What is a user?

3

image-20250120-151801.png New contact

Add a new contact to the list. See What is a contact?

4

image-20250120-152004.png CSV export

Download the user list as CSV.

5

image-20250120-152052.png Search

Quickly search for users and contacts within the list.

6

image-20250120-152132.png Column configuration

Customize which columns you want to display.

7

image-20250120-152320.png Edit user

Edit the details of a user or a contact.

8

image-20250120-152356.png Delete user

Delete a user or a contact permanently from the list.

Add a new user

Prerequisites
  • You belong to a user group with access to the portfolio administration

Steps
  1. On the image-20250117-151527.png PORTFOLIO LEVEL, select image-20250117-151257.png Administration.

  2. In the appearing window, select the tab image-20250120-151004.png Users and then User list from the side menu.

  3. Select image-20250120-151747.png New user. A window will appear.

    • Fill in the mandatory fields.

    • image-20250326-122952.png Enter optional user data, like job title or company, if desired.

    • Select image-20250120-160204.png Continue.

      Enter the user details of the new user
  4. The next page will appear.

    • Assign a Username, set a secure Password, and confirm it.

    • From the dropdown, assign a User group to the user to grant them certain permissions in VCOM. See also User groups.

    • Assign a Theme to the user to determine how their viewport will look like.

    • Select image-20250326-124139.png Continue.

      Enter the user data of your new user
  5. The next page will appear. Here you can assign the systems the user can access. You can choose to do this via Team assignments or System assignment, or you can choose both options at the same time.

    • Team assignment: Select a team with predefined system accesses from the dropdown menu.

    • System assignment: Tick the check boxes for the systems the user can access.

      Assign the new user to systems to which they should have access to
  6. Select Save. The new user is added to the user list.

Further actions
  • Select image-20250120-152320.png Edit to change the details, user group, or system access of a user.

  • Select image-20250120-152356.png Delete to delete a user permanently from your portfolio.

Add a new contact

Prerequisites
  • You belong to a user group with access to the portfolio administration.

Steps
  1. On the image-20250117-151527.png PORTFOLIO LEVEL, select image-20250117-151257.png Administration.

  2. In the appearing window, select the tab image-20250120-151004.png Users and then User list from the side menu.

  3. Select image-20250120-151747.png New contact. A window will appear.

    • Fill in the mandatory fields.

    • image-20250326-122952.png Enter optional user data, like job title or company, if desired.

  4. Select Save. The new contact is added to the user list.

Further actions
  • Select image-20250120-152320.png Edit to change the details of a contact.

  • Select image-20250120-152356.png Delete to delete a contact permanently from your portfolio.


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