4.2 Creating Users

Create user manually

Creating and managing users is done in user management.

You can see all EVALARM users and employees here.

In the overview of EVALARM users you can see all users with their email address, who have an account in the location.

Users without an active session (not logged into EVALARM) are greyed out.

 For users who are logged into EVALARM via web (web.evalarm.de), we cannot guarantee this tracking if the user does not actively log out of the portal, but simply closes the browser, for example. 

With the arrow symbol you can send the user a link for a password reset.

You can also create new users or employees here.

When creating a new user, you must always specify the following information:

• Name
• Email (which is also the login)
• User role
• Language

In addition, it is important to add further identifying information:

• Function/Department
• Phone/mobile number

 Although you can create the user even without this information, you cannot add users to contact lists without it.

In addition, you can add additional information and a company internal ID as required. This is useful if you have a time-tracking system.

Further you can set the call- and/or sms device. That means you can set to which of the numbers the alarm call or the alarm sms gets sent.There is the possiblity to set "None", "Phone", "Mobile Phone" or "Both". "Both" means that the alarm call or the alarm sms gets sent to both numbers. The settings can also be done by the user later on in his profile settings.

Import users via Excel

If you add more than one user to EVALARM, it would be easier to use the EVALARM import function. Existing user lists can also be exported to an Excel spreadsheet.

It is important to fill in the same information for users, as when creating a user manually.

To add more employees, you can use the Import button. Here you download "this sample file" to fill in the relevant data. The same applies to the import of EVALARM users.

When importing users via the excel file, besides the mandatory fields (marked with a *) you have also the option to add users to one or more user and/or on-call groups. Just add the relevant group names to the corresponding columns.

After completing the excel file you can select it via the import button in the user administration. The added file will be checked for the correct format and if all the cells are correctly filled.

In that case you have two options:

1) Regular import which only adds new users

2) Import incl. updating of existing users

With this import you have the possibility to influence already created users. If the checkmark is only set for "Update existing entries", only user data such as the telephone number or name will be updated if new data from an existing user are being imported.

With the selection "Restore deleted users" you also have the possibility to check whether a user has already been created in the system and later deleted. In this case, the user would be restored.

Finally, a list is also generated with all existing users who are not listed in the import table. If you want to do this, you can now select from these users those who should be deleted when importing.