1. Knowledge Base
  2. Oculo: Platform
  3. Access, User Management and Site admin

User Management

If you are a user admin, you are able to add new users or update user permissions and scan notifications.

Adding new users


  1. Click on your initials in the top right hand corner of the screen, then select Manage users from the drop down menu.




  2. In the user management dashboard that appears, click the yellow button 'Add new user'.

    Step 1 with arrow

3. Add the user's name, email and role

4. Define their permissions using the tick boxes

Permission structure

Admin - can manage Users, User Notifications, Site photos, Areas, and use all features

User - can use all features

Permissions can be granted at the Account level (all sites) or at one or multiple site level using the tick boxes.


5. Click 'Add new user' to confirm the details and issue the new user invitation.

6. The new user has now been invited to Oculo. They will receive an invitation to their registered email address, and need to click the link to activate and set their account password. 

Activation emails could end up in the spam folder, so please advise new users to check if it cannot be found in their main inbox.

If you see error message 'User email address must be unique' this means that there is already a user account for that user possibly associated with another project of the company.. It is possible that you would not have visibility of that user's existing account depending on your own projects access, so if in doubt please contact help@oculo.ai to confirm.

 

Managing existing users

Admin users can manage the rest of the users of the projects they have access to.

  1. Click on your initials in the top right hand corner of the screen, then select Manage users from the drop down menu.




  2. In the user management dashboard that appears, find the user account using name search or filters
  3. Click the 3 dots next to the user, then Edit

4. Update the user's permissions with the check boxes

5. You can also request a password reset for a user or deactivate a user.

6. Click Save Changes for changes to take effect

Scan notifications management

Tip: Notification settings are managed on the Site configuration page, and can be managed for all users by User Admins, or for individual accounts by the users themselves.

 

You can access Site configuration page in 2 ways

  1. Click the 3 dots on the Site tile from the Home Dashboard, then click Site configuration
  2. Click the 3 dots in the top right menu from the Site Dashboard, then click Site configuration

 

In the Email notifications tab, you will see a table showing all users (or your own user) where you can toggle notifications on or off. You can also quickly turn them on or off for all users using the buttons at the top of the table.

Tip: We would encourage notifications to be turned on for all users to maximise value and engagement from Oculo.