How do I manage the users in my dashboard?

This article will explain the different user types, and how to set up new users in your dashboard.

Users

Understanding user types

Users have distinct roles within the GlacierGrid dashboard. Each of these users will have their own unique email and password login. These roles are designed to streamline operations and ensure secure, role-appropriate access to dashboard features.

We have three user types:

• Admin: Admins enjoy full feature access, except for ordering additional sensors. They can add viewers and set/modify alerts but cannot add or delete account owners.
• Viewer: Viewers are restricted to dashboard viewing and report downloading. They cannot set alerts or add new users but can receive alerts.

• Account owner: This role is typically assigned to the purchaser of the sensor, with comprehensive access to all product features, including the ability to add admins and viewers and set/modify alerts.

User permissions key:

You may request specialized permissions for specific users that go beyond the permissions offered by our traditional user types. Follow this key for the specific permissions users can have beyond those offered by being a Viewer.

• Admin: An admin who can also request permanent set point changes.
• Super Admin: An admin who can also request permanent set point changes.
• Operator: A super admin who can also know the thermostat unlock code.
• Account owner: An operator who can also cancel the account, reduce the subscription, and change account ownership.

User addition: You can add as many users to the system as your company needs. There is no cap or charge for the number of users in the GlacierGrid dashboard. 

Add new Users: 

GlacierGrid Mobile App

1. Login to your GlacierGrid Dashboard. 
2. Select People on the bottom of your screen. 
3. Click the 3 dots in the top right corner and click Add people.
   
4. Select whether you want the new user to be contacted by email or text message.
5. Fill in the user's name and email/phone number. 
   
6. Select if the user will be a viewer or an admin. An admin has abilities of viewers plus the ability to make edits in the dashboard.
7. At this point, you can also assign the users to a team and add more users if you have multiple users you wish to add at once. Please note: The ability to invite multiple users at once is currently only available in the mobile app.
   1. Users cannot be directly assigned to a location. However, you can assign teams to a location, and all users on that team will be then assigned to that location. Click here to learn more about adding users to teams and teams to locations.
8. Finally, click the blue Send button in the top right corner to send the invite out.

GlacierGrid Web App

If you are using the web app dashboard, please follow these steps:

1. Go to the People Screen using the menu on the left side of the screen.
2. Click the + Add button and select Add people
3. Select your invite delivery method/role, input the recipient’s email address, and configure any Teams if needed
4. Click the blue Send Invite button in the bottom right corner of the screen.

✅ Tip: Input multiple email addresses/phone numbers if you wish to invite team members in bulk. 

Edit an existing User:

• Go to the People Screen using the menu on the left side of the screen.

• Use the People table to find the user you want to edit.

• Click the row for the user you want to Edit.

• Implement your desired edits

• Click the blue Submit button in the bottom right corner of the screen.

✅ Tip: If you manage a large portfolio, use the search and filter features to refine table results and find what you’re looking for in just a few clicks.