Manage other users’ accounts within your organization. Administrator access is required.
👍This article will help you:
Invite new users and deactivate or reactivate users' accounts
Manage permission sets to control who has edit or view-only access to apps and settings
Manage users' building and organization access
To access User Management, go to Settings on the left side menu, then User Management.
Invite new users
To invite a single user or multiple users, select the 'Add a user' button.
Invite a single user
Select 'Add a single user'. Provide their first name, last name, and email, and specify a permission set that corresponds to what they are permitted to view and edit across Atrius. When finished, select the 'Invite' button.
Invite multiple users
Select 'Add multiple users'. Then, use the Batch User Invite tool to upload a CSV file of all your new users at once. Download the user template CSV file provided, and enter users' information in the required format in your preferred CSV editor. When finished, select the 'Upload CSV' button at the bottom of the page.
Invitations expire after 3 days.
Problem | Solution |
The user did not receive an invitation email. | Ask them to check the Spam folder in their email. If they still cannot find the email invitation, verify an invitation has been sent, or re-invite the user. |
The user forgot their password. | If the user has accepted the invitation but forgot their password, ask them to go to buildings.atrius.com and select the Forgot password link. A new password will be sent to their account email address. |
📘Manage custom permission sets
To learn more about managing custom permission sets within your organization, go to Permission sets.
Deactivate or reactivate users
If you have Administrator access, then you may deactivate users that no longer need access to Atrius, or reactivate previously deactivated users.
There are two ways to deactivate a user:
Select the checkbox corresponding to each user(s) in the table, then go to Actions > Deactivate.
Go to the individual user's Profile and select the 'Deactivate' button.
There are two ways to reactivate a user:
Select the checkbox corresponding to each user(s) in the table, then go to Actions > Reactivate.
Go to the individual user's Profile and select the 'Reactivate' button.
📘How can I deactivate or reactivate a user if I'm not an administrator?
Please contact an administrator user at your organization to deactivate or reactivate another user, or contact Customer Support.
Active Users
The Active Users tab displays all currently active users at your organization.
To view users belonging to a specific permission set, go to Filter, then select 'Permission Set'.
To batch update multiple users' settings at once, select the checkbox corresponding to each user(s) in the table, then go to Actions > Set permission set or 'Set notifications or alerts'.
Inactive Users
The Inactive Users tab displays all currently inactive users at your organization.
To view users belonging to a specific permission set, go to Filter, then select 'Permission Set'.
To reactivate multiple users' at once, select the checkbox corresponding to each user(s) in the table, then go to Actions > Reactivate.
Permission Sets
A permission set is a collection of features and capabilities with prescribed authorization levels for users. Every user is assigned to a single permission set.
Default Atrius permission sets (Administrator, Editor, and View-Only User) are read-only, while custom permission sets are configured by an organization's administrators.
On the Permission Sets tab, select 'Add a permission set'. The ensuing form reflects the same settings for the default Atrius permission set Editor. Modify these settings to suit your specific needs.
📘Manage custom permission sets
To learn more about managing custom permission sets within your organization, go to Permission sets.
Manage building and organization access
If you have Administrator access, then you may determine the buildings and organizations to which individual users have access.
Manage building access
Go to the individual user's Profile and select the Building Access tab. If the user is an administrator, then they will have edit access to all buildings by default. If the user is not an administrator, select the checkbox corresponding to each building(s) in the table, then go to Actions > Set access to View-only or 'Set access to No access'. Note that only a user with access to all buildings has the ability to add new buildings.
Manage organization access
Go to the individual user's Profile and select the Organization Access tab. To add the user to another organization, select the 'Add to another organization' button. Or, select the dropdown menu corresponding to each organization(s) in the table, then select 'Change permission set' or 'Remove user from organization'.
🚧Users have access to all buildings by default
When a new user is created in Atrius, the default Building Access setting provides the user with access to all buildings within the organization.
Reset passwords
Reset your password
Go to the Atrius login page. Select 'Forgot password', then enter the email address associated with your Atrius account. Shortly afterward, you should receive an email with instructions on how to create a new password.
Reset another user's password
If you have Administrator access, go to the individual user's Profile. Under the Password section, select 'Reset password'. Confirm that you wish to reset the user's password. Shortly afterward, an email will be sent to the user’s email address with instructions on how to create a new password.