• Why would I assign a user as a Viewer to Control Guide?

If a local operator or viewer or a user from another location/Plant are required to view any Study but not permitted to edit it, they can be assigned as a Viewer to it.


  • How do I assign a user as a Viewer to Control Guide?


Similar to Control Guides, there are two ways to assign users as viewers: 


1.  Group of users to any Study with Teams


i) Create a Team and add the users to this team. This step must be done by and admin user (to understand more about teams, see here)


ii) Add the Team as a Member of the Customer (see image below)



iii) Now you can add this Team to the different Studies in this Customer. For this, go to Study Settings                        /User/Viewer section:



Once here, any team assigned as a member of this customer can be added as viewer by clicking on "Add/Remove Teams"



This initial setup means that all the Users in this Team will added to all the selected Studies automatically, and any new ones which the Team is added to. 


 

2. Individual users to individual Studies


i) Before starting, make sure that the user has one of the following roles added: Viewer or Manager role (to understand more about roles, see here)

    

ii) Now an Admin or Manager user can go to the Customer and add this user as a member, as shown below in the image:  



iii) The next and final step is to go to every single Study Settings page in the Users section and assign the user as a Viewer. If the user is not previously add as a member of the customer this step will not work.