How to reach the Users page

1. Log in to IQnext account.

2. Go to Settings > General Settings > Organization Settings > Users
   

User states:

1. Active: 

Users who regularly engage with the platform are listed out as active users of the organization. Username, email address, role, IQnext user from and number of buildings associated with them are displayed on the page.

2. Inactive: 

Users who have been deactivated within the platform are listed out as inactive users of the organization. Name of the user, email address, phone number, role, deactivated on, number of buildings associated with them are displayed on the page.

3. Invited: 

Users who are invited to the platform are listed out as Invited users. Name, email, role, date when the user was invited and number of buildings associated with them are displayed on the page. 

To add a new user to the platform: 

1. After accessing the list of users, select the +Add button in the upper right corner.

2. Now enter the details of the new user in the window that appears.

3. Read more on Roles and Permissions here - 

4. Click Save.

5. Repeat the steps to add more users.

The user will receive a welcome email from IQnext. The user after following the link received on the mail id can set a password. 

Passwords should have a minimum of 8 characters, at least 1 uppercase letter, 1 lowercase letter, and 1 number.

To edit a user’s detail: 

This feature helps admin to change basic details of a user like a Name, Email, Mobile Number, Floor they are assigned to, and their role( admin or user) by:

1. Find the user you want to remove using the search box on the left/ in the table.

2. Click the 3 dots appearing on the last column of the user.

3. Select the Edit option from the drop-down menu.

4. Now make the required changes to the account and click Save at the end.

Transfer Ownership:

To ensure that important data such as alarms, reports, dashboards, assets, and maintenance records are not lost when a user leaves the organization, the platform provides a structured approach for deactivating and deleting users, along with ownership transfer.

Deactivating a User

1. The user is moved to the Inactive Users tab.
   
   

2. Deactivated users cannot log in or perform any actions.
   
   

3. Recommended when a user leaves but their replacement is not yet assigned.
   
   

Transfer Ownership

Before deleting a user, ownership of their items can be transferred to another user.

What can be transferred:

1. Alarms
   
   

2. Reports
   
   

3. Assets
   
   

4. Maintenance tasks
   
   

5. Dashboards and widgets
   
   

Transfer Rules:

1. Ownership can be transferred to:
   
   

1. Users at the same hierarchy level (e.g., Manager to Manager)
   
   

2. Users at a higher level (e.g., Supervisor to Manager)
   
   

2. Transfer is allowed only if the new user has access to the same locations as the original user.
   
   

3. A dropdown will list only eligible users based on location access.
   
   

Transfer Process:

1. Select "Transfer Ownership" from the deactivated user's options.
   
   

2. Review the list of items to be transferred.
   
   

3. Select an eligible user to transfer ownership.
   
   

4. Upon transfer, the new owner will receive an email summary of the items they now own.
   

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To delete a user from the platform: 

If an account is no longer of use to the organization, the administrator can remove the user by:

1. After accessing the list of users, find the user you want to remove from the list using the search box on the left.

2. Click the 3 dots ( ⁝ ) appearing on the last column of the user.   

3. Go to Delete from the drop-down menu. 

4. Complete transfer ownership process and then delete the user

Caution : Transfer Ownership before deleting user from IQnext to avoid data loss