Creating a user - Johnson Controls - LIT-12013271 - Software Application - Companion - 2.8

OpenBlue Companion Admin Portal Configuration Guide

Brand
Johnson Controls
Product name
Companion
Document type
User Guide
Document number
LIT-12013271
Version
2.8
Revision date
2022-10-21
Language
English

To create a user, complete the following steps:

  1. On the User Configuration screen, click the User tab.
  2. Click Create New.
  3. In the User Name field, enter a name.
  4. In the First Name field, enter a name.
  5. In the Last Name field, enter a name.
  6. In the Email Id field, enter an email.
  7. From the Employee Role list, select a role.
  8. From the Base Location list, select a location.
  9. Optional: Assign a Business Unit to User to be able to locate users based on space check-in
  10. From the Badge Type list, select a badge type.
  11. Optional: To assign a roster, select Assign Roster.
  12. To set as an active user, select Active User.
  13. To give the user facility clearance, select Facility Access Clearance.
    Note: Users without facility clearance receive a notification when they attempt to access a space or check in to a desk. This does not block user access to the facility. To control user access to the facility, see Assigning special privileges for conditional access.
  14. Click Save.