Add a New User

Complete the following steps to add a new user in PCS:

  1. Click Tools > User Management to open the User Management window.

    User Management Window

    User Management Window

    Clicking the Hierarchy Rights bar collapses the Hierarchy Rights pane allowing you to view more of the grid. Clicking the bar again expands the pane.

  2. Click Add. The User Management side pane presents empty fields for the new user.

    New User Fields

    New User Fields

  3. Type a user name in the User Name field.

  4. Enter the user's email address in the Email field.

  5. Enter a First Name, Last Name, and Display Name for the user in the respective fields.

  6. Select a PCS parent role from the Parent Role drop-down field. If needed, see System Security for information about user role security permissions.

    Parent Role Drop-down Field

    Parent Role Drop-down Field

  7. Select the user role from the Role drop-down field.

  8. If you want to allow the user to create new facilities on the mobile field computers (such as an Allegro), click the Can Create New Facilities On Field Computer check box.

  9. If you want to include an image in the user account, complete the following steps. Maximum image size is 150 x 150 (measured in pixels). Valid image formats are BMP, JPG, GIF, and PNG.

    1. Hover the mouse over the Image field to display a toolbar .

    2. Click the icon in the image toolbar to open Windows Explorer. Locate and select an image, then click Open to close the window.

  10. If PCS is set up with Hierarchical Security in the Options window (Tools > Options), set permissions in Hierarchy Rights to identify which parts of the hierarchy the user will have access. This step applies only to users assigned with the User or Read Only user role. SysAdmin has full access to all items in the hierarchy.

    Hierarchy Rights for New User

    Hierarchy Rights for New User

    To grant access, select an item in the hierarchy to place a check mark inside the check box. To remove access, click the check box again to remove the check mark. When you finish, click Apply. For information about Hierarchical Security in Options, see Set Security Options.

    Items in the hierarchy with a check mark indicate the user has access. If a check mark is not present, the user does not have access.

  11. Click Save to save new user information.