Users

A user in Energy Hub is a logical entity that provides access to the system. A user has certain privileges that define what the user can do and which data they can access. Users are part of an organization in Energy Hub. The first user for an organization is added automatically when you create the organization. You add additional users by inviting them to join the organization. There is no limit on the number of users that can be invited to an organization.

A user has a username, a password, a company name, a status, a user role, and access permissions. The username, password, and company name are defined and managed through the Schneider Electric IDClosed This is the account you use to log in to all Schneider services, including Energy Hub.. The user role and access are defined in Energy Hub.

Example user:

Username – Jane Cooper
Password – xxxxxx
Company name – Mindt Chocolates
User role – Admin
Access permissions – Prague Factory

User roles

User roles are assigned to users. They determine which actions a user can take in Energy Hub. Each role has a predefined set of privileges that cannot be changed. You cannot delete a user role and you cannot create custom user roles. Energy Hub has the following user roles:Admin, Operator, Engineer, Technician, Site Manager, Support, and Viewer.

For information on user role privileges in Energy Hub, see Default user privileges.

Access permissions

Access permissions are assigned to users. They determine the locations for which a user can access data in an organization in Energy Hub.

You can control data access at different levels of the organizational hierarchy. For example, you can restrict access to certain regions or sites. By default, there is one set of access permissions called All My Organization that allows access to data for the entire organization.

You can create custom access permissions. You can edit and delete custom access permissions. You cannot edit or delete the default All My Organization permissions. The default permissions are identified as System permissions in the Energy Hub user interface.

Limited privileges for users with restricted access permissions

Users with restricted access permissions for an organization cannot view, invite, update, or remove user accounts for that organization. Access permissions are restricted if they are set to anything less than the default All My Organization permissions. For example, the access permissions of a user might be restricted to a certain site within the organization.

NOTE: This applies to all user roles, including Admin.

Configuring users

  1. In Energy Hub, go to Setup > Users.
  2. On the Invitations tab, select Invite new users. The Invite new users panel displays.
  3. In the Invite new users panel, enter the email address, user role, and access permissions for the new user.
  4. (Optional) Select Add another user to invite additional users.
  5. Select Send invitations.

The new user is added to the system when the recipient accepts the invitation.

A user in Energy Hub is linked to its Schneider Electric IDClosed This is the account you use to log in to all Schneider services, including Energy Hub.. The username, password, company name, and other profile settings are defined and managed through the Schneider Electric ID.

For details on how to change your password and settings, see Editing your Schneider Electric ID profile.

  1. In Energy Hub, go to Setup > Users.
  2. On the Users tab, in the users table, find the user you want to change privileges for.
  3. From the options menu (three dots) for this user, select Change privileges. The Change privileges panel displays.
  4. In the Change privileges panel, select the new user role and access permissions for this user.
  5. Select Change privileges.
NOTE: Sorry, this functionality is not available in Energy Hub.
NOTE: Sorry, this functionality is not available in Energy Hub.
  1. In Energy Hub, go to Setup > Users.
  2. On the Access tab, find the access permissions you want to edit.
  3. From the options menu (three dots) for these access permissions, select Edit access permissions.
  4. In the Edit access permissions panel, update the information for the access permissions.
  5. Select Save.

TIP: Use existing access permissions as a starting point for custom access permissions. See Copying access permissions for details.

TIP: Custom access permissions are based on your organization model. If you find it difficult to define the right access permissions, then review and adjust your organization model. A well-defined organization makes it easy to set user roles and access permissions.

  1. In Energy Hub, go to Setup > Users.
  2. On the Access tab, select Create new access permissions. The Create new access permissions panel displays.
  3. In the Create new access permissions panel, enter information to define the new access permissions.
  4. Select Save.
  1. In Energy Hub, go to Setup > Users.
  2. On the Access tab, find the access permissions you want to copy.
  3. From the options menu (three dots) for these access permissions, select Copy access permissions. The Copy access permissions panel displays.
  4. In the Copy access permissions panel, update the information to define the new access permissions.
  5. Select Save.

NOTE: You can delete custom access permissions that you created. You cannot delete default System access permissions.

  1. In Energy Hub, go to Setup > Users.
  2. On the Access tab, find the access permissions you want to delete.
  3. From the options menu (three dots) for these access permissions, select Delete access permissions. The Delete access permissions dialog displays.
  4. In the Delete access permissions dialog:
    1. If users are assigned to these access permissions, reassign them to different access permissions, then select Reassign and delete.
    2. If no users are assigned to these access permissions, select Delete.

NOTE: Removing a user removes them from the current organization. To remove users with access to multiple organizations, remove them individually from each organization.

NOTE: You cannot undo removing a user. To give a user that was removed access to your organization again, invite them again as a new user.

  1. In Energy Hub, go to Setup > Users.
  2. On the Users tab, in the users table, find the user you want to remove.
  3. From the options menu (three dots) for this user, select Remove user.