Users represent individuals who have access to the Robosme system. A user record must be created for everyone who will use the system.

In Robosme:

• A user can be created with any email address
• A user must have at least one role to log into the system
• A user must be linked to at least one team
• A user can be linked to multiple teams and have multiple roles

User List

When you enter the Users menu, the list of active users in the system is displayed.

From this screen:

• You can access existing user records
• You can edit user information
• You can create new users

A new user record is created with the New button located in the upper left.

Creating a New User

When creating a new user, required fields are marked with a red indicator.

These fields are:

• First Name
• Last Name
• Email

When a user is created, an invitation link is sent to the defined email address to create their password. The user accesses their Robosme account by setting their password through this link.

User Information

The following information can be managed through the user form:

• Work information
• Contact information
• Team information
• Role information

Password and Login Issues

Users experiencing login issues can:

• Reset their password with the Forgot Password option on the Robosme login screen
• Or an authorized user can send a password reset email through user settings

User Types and Permissions

User Type

Indicates the licensing type of the user in the system.

Global Admin User

• Can view subscription information
• Can make other users admin or remove admin privileges
• Can send password reset emails for users

Service Admin User

• Only one active service admin user can be defined in the system
• This user is used as the authorized user for custom codes (plugins) uploaded to Robosme
• Using this user in custom codes is not mandatory

Service admin is mainly used for technical and integration scenarios.