Users

You can add users to Predix Essentials directly or add individuals who are registered with a supported identity provider as new users.

1. In the module navigation menu, select Administration > Users.
2. Select Add New User.
   The Add User To Tenancy page appears.
3. In the Identity Source drop-down list box, select an identity provider from the list of identity providers currently linked with your tenant.
4. In the UserID box, enter the username for the individual, and then select Find.
   Note: The following steps assume that the user does not already exist in Predix Essentials. If a matching user exists, the user is listed in the Search Results section, and you can select Select to access the Edit User page for that user.
5. Enter the first name, last name, email address, and phone number of the user.
   Note: If you selected UAA in the Identity Source drop-down list box, the domain name of the email address cannot match that of another identity provider.
6. In the Password box, enter a password, and then reenter the password in the Confirm Password box. This step is required for users directly added to Predix Essentials.
   Note: The password must be at least 8 characters long and contain a minimum of the following:

   • 2 uppercase letters
   • 1 lowercase letter
   • 2 numbers
   • 1 special character
7. Select Add to add the new user account.
   The Edit User page appears, displaying the new user.

1. In the module navigation menu, select Administration > Users.
   The Users page appears.
2. Select Bulk Upload.
   The Bulk Upload Users page appears.
3. Select an identity source from the Identity Source drop-down list box.
4. Select Select File, and then navigate to the CSV file, and then select the file.
5. Select Upload.
   The User Validation section appears, displaying a list of users and the upload status.

   • An X in the Upload Status column indicates an invalid entry or duplicate record. These records are not added to your tenant.
   • A check mark in the Upload Status column indicates that the valid records will be added to the selected user group in your tenant.
6. Select Continue with Successful Users.
   The Add Users to Tenancy section appears.
7. In the User Group drop-down list box, select the user group to which you want to add the users.
8. Select Upload.

1. In the module navigation menu, select Administration > Users.
2. Select the row containing the user to which you want to add assets.
   Tip: To freeze a column so that it remains visible when you scroll horizontally, or to hide a column, hover over the name of the column you want to freeze or hide, select , and then select your desired action.
   The Edit User page appears.
3. Select Assign Permission Set.
   The Assign Permission Set and Asset to <user> window appears.
4. Select Select an asset.
   The Select Context window appears.
5. In the Select Context window, in the pane containing assets, in the row containing the asset that you want to select, select , and then select one of the following:

   Option	Description
   Select all	Selects the asset and the hierarchy of assets below it.
   Select all children	Selects only the hierarchy of assets below the asset. Tip: Select this option when you want to assign permissions to most but not all assets in a hierarchy. You can then remove undesired assets individually.

   Note: Assigning permissions to an asset also assigns permissions to the hierarchy of assets below it.
6. In the Select Context window, select Select.
   The selected assets are associated with the user.
7. In the Assign Permission Set and Asset to <user> window, select the permission set that you want to associate with the asset being assigned to the user.
   1. Optional: Select Create New Permission Set to access the Add New Permission Set page, in which you can create a new permission set to then select in the Assign Permission Set and Asset to <user> window.
   Tip: Hover over the Features column to view a full list of permissions included in the permission set.
8. Select Assign.
   The selected assets with the selected permission set are assigned to the user.
9. Select Done.

1. In the module navigation menu, select Administration > Users.
2. Select the row containing the user from which you want to remove an asset.
   Tip: To freeze a column so that it remains visible when you scroll horizontally, or to hide a column, hover over the name of the column you want to freeze or hide, select , and then select your desired action.
   The Edit User page appears.
3. In the Permission Sets & Assets section, in the row containing the asset that you want to remove from the user, select , and then select Remove Assignment.
   The asset is no longer assigned to the user.