Individuals

Individuals are the users of the system. An Individual is anyone that can do one or all of the following:

How to

Create an Individual

1. Go to Administrate in the right corner menu and choose Individuals .

2. To add a new user click on the +.

3. In the General tab, it is obligatory to write the individuals first and last name as well as choosing your language. Comments can be used to make it easier to administrate or to distinguish individuals, how you use it can depend on how you set up your organization.

To access the EAGLE assemblies you need to register an Identifier. 

1. Click on Add new Identifier.

2. Choose Identifier type.

RFID, magnetic card and manual input are standardized identifier types, but more can be added in settings. 

3. Connect your table reader and scan the RFID tag (or other) to get the Identifier code.

Depending on the setup for the Identity type there is a need to add expiration date and/or PIN code.

If you don’t have a table reader you can scan the tag on the Assembly, and then add the identifier from the Events list view in Checkup.

4. Set if the Individual is a One time user . A one time user can only login once to withdraw an object and a second time to return the object.

5. Connect the Individual to one or more Groups of Individuals .

To get access to AXSOR an Individual needs to register user information, as well as administrative and organizational permissions. All users can’t create other users, since it’s depending on their own permissions.

1. Create an AXSOR login with username and password.

2. Select type of user.

Is the Individual an AXSOR User or a System Administrator? The System Administrator can handle all functionality within AXSOR, whereas you need to set view and edit rights for an AXSOR User.

3. If the Individual is an AXSOR User, select what they can view and edit.

4. Add organizational permission. Specify which organization the individual belongs to and what they have permission to view, edit, add and delete.

The contact tab is used to handle the individual’s data. It can be used as contacts details in EAGLE assemblies, as identification when handling receipts, and/or to get messages from AXSOR.

1. Register Identification-ID and/or social security number to identify the individual through bar code scanning or RFID when using receipts. 

2. Add phone number, which is possible to see in EAGLE, making it easier to contact the Individual.

3. Add email, together with phone number, to get messages from AXSOR when an event happens.

4. Connect the individual to one or multiple companies, making it possible to register withdrawals and hand-outs to a specific company.

The selected belonging is where the individual should be managed.

1. Choose the organizational belonging.

In the more tab you can:

Make it easier to administrate permissions with groups.

How to

Make a reservation

It is possible to book objects from the individuals, objects and assembly view, as well as in reservations.

1. Click on reservation of the individual that shall book an object.

2. The user will then be added to a reservation.

3. Set from when the object should be booked and when it should be back.

4. Toggle the options that you want. If the booking should be inactive after the object is returned, turn the toggle on .

1. If you have multiple assemblies you can filter objects based on EAGLE.

2. Choose which objects you want to book.

1.  Turn on the toggle to allow EAGLE login .

2. If you by any chance want to change the user you can choose a new individual and disconnect the previous individual.

3. Add which organization it regards.

How to

Import users from Excel with Templates

1. Click on in the right corner of the menu.

2. Choose Import template .

3. Select the fields for import. For more alternatives, create custom fields in settings.

4. Click save and a Excel file will be downloaded.

5. Open the Excel file and insert the user information in created columns.

6. Now click on Import in AXSOR.

7. Drag and drop the Excel file in the pop-up box.

8. Your entities will now be imported.

Now you just have to make the connections!

Settings

Parameters

UserExpireWarningDays

Generate risk x number of days before an individual is considered inactive.

 

Default setting: 10 days

UserInactivityDays

How often the system should check for user inactivity.

 

Default setting: 30 days

UserPhoneCountryCode

Phone numbers that start with 0 will instead start with the specified country code.

UserUseMiddleName

Show the users middle name in the individuals list.

 

Default setting: Off

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