Create a User Account and Define or Modify the Access Profile

A user is anyone to whom you give access to your Aidi environment: colleagues, partners, suppliers, etc.

The user access profile in Aidi is a very simple concept to grasp when we liken it to navigating professional roles.

Example: Alan manages a construction project. He assigns his colleague Bea the access profile of project manager and Chris as his site supervisor. As an account administrator, Alan can create user accounts in Aidi for his two colleagues, then assign the access profile of “Project Manager” to one and “Site Supervisor” to the other.

Creating a user account

Only users with an Administrator access profile can create new users.

Go to the Admin → Users menu:

1. Click the Create button in the upper right corner. 
2. This opens a form to fill out. Required fields are marked with an asterisk.
3. The username is the one that the user must enter to connect. You can use an internal username like the one used for your other computer systems or email address.
4. Once the username and email address are entered, a new Supplier field appears. It allows you to associate the user with a supplier; If this is a user who is part of your organization, select your organization.

✏️Note: If this person is already registered as a supplier contact, their email address is recognized and the user will automatically be associated with the correct supplier. 

5. To make this user a contact on all projects, check the box to this effect.
6. Enter a temporary password, the user will have to change it the first time they log in.
7. If the user is external to your organization, you can ensure that he only sees information related to his company, according to the permission assigned to him (purchase order, payment request, invoice). This is very useful if you provide access to your suppliers.
8. Once the form is completed, click on the Save and Open button (or its alternatives) to save the profile thus created.

Define or Modify a User's Access Profile

As with creating a new user, you must have an Administrator access profile to assign an access profile (also called role) to a user. 

Still in the Admin → Users menu, find the user for whom you wish to define or modify the access profile.

1. By hovering your mouse cursor over the line of the user to whom you want to assign an access profile, you will see icons appear on the right. Click on the blue label (access profile). 

A window then opens.

2. In this window, you find all the existing access profiles in your environment. Check the box to the left of the profile you want to assign to this user. 

✏️Note: It is possible to combine different profiles, for example Site Supervisor and Time Entry, so that the site supervisor can enter time, access which is not included in the site supervisor profile.

3. Click on Save.