Categories:
Admin
User Management
Managing Users in Your Pelican Site
Effectively managing user access in your Pelican Connect app ensures security and appropriate permission levels. This guide provides clear, step-by-step instructions on how to add and remove users using the Pelican web application.
Adding a New User or Admin
To add a new user or admin, you must have administrative privileges.
Steps to Add a New User:
1
Log into the Pelican App
- Enter your credentials and access your Pelican site.
2
Go to User Management
- Click on the Admin tab.
- Select User Management.
3
Add a New User
- Click the “+” icon at the bottom right of the User Management page.
- Enter the email address and user’s name.
- The system will generate a temporary password for the new user and send it to the email address entered.
Users cannot add or remove other admins or users.
4
Set User Access Rights
- Admin: Grants full access to all Pelican thermostats and the Admin section of the Pelican Connect app.
- User: Allows limited access based on assigned permissions.
5
Adjust Additional Settings (Optional)
- Log Out Behavior: Choose how long the user remains logged in after inactivity.
- On Exit: Logs out immediately when the app is closed.
- After 1 Day / 30 Days: Stays logged in for the selected period.
- Never: User remains logged in unless manually logged out.
- Email Notifications:
- Yes: User receives system notifications via email.
- No: No email notifications sent.
- Text Notifications:
- Yes: User receives system notifications via text.
- No: No text notifications sent.
- Subscription Access (Admin Only):
- Yes: View and pay per site subscription.
- No: No subscription management.
- OpenADR Access (Admin Only):
- Yes: View and manage utility programs; where available.
- No: No utility prgoram management.
- View Schedule Dashboard:
- Yes: View and manage schedules using the Schedule Dashboard.
- No: No Schedule Dashboard access.
- View Notifications:
- Yes: View and delete notifications.
- No: Notifications are hidden.
- View Usage Graphs:
- Yes: View usage graph information.
- No: Usage Graphs are hidden.
Removing a User from Your Pelican Site
Only administrators can delete users.
Steps to Remove a User:
1
Log into the Pelican App
- Enter your credentials and access your Pelican site.
2
Go to User Management
- Click on the Admin tab.
- Select User Management.
3
Delete the User
- Locate and select the user you want to remove.
- Click the delete button at the top right of the screen.
- Confirm the deletion when prompted.
If needed, you can re-add a deleted user to the site at any time.
By following these steps, you can efficiently add and remove users from your Pelican site, ensuring secure and appropriate access for all team members.