Learn how to assign users to specific facilities so they can access and manage relevant tasks and workflows.
Creating users for facilities on Knowella helps organizations assign the right people to the right locations. This process ensures that employees, managers, and administrators can access and manage activities specific to their assigned facility, such as inspections, tasks, and reports.
Prerequisite
Before creating users for a facility, the facility must already be set up in the system. User creation is usually performed by an administrator or a manager with the required permissions. This helps maintain security and ensures controlled access across facilities.
Create a New User
To create a user, log in to your Knowella account and navigate to the administration or user management section. From here, select the option to add or create a new user. You will be asked to enter basic user details such as:
- Name
- Email address
- Role
Assign Facility
After entering user details, the next important step is assigning the facility. Select the appropriate facility or facilities where the user will work. Assigning users to specific facilities ensures:
- They only see relevant data
- Tasks are limited to their location
- Workflows remain organized
Assign Role
Once the facility is assigned, choose the user role. Roles such as administrator, manager, or standard user define what actions the user can perform in the system. This role-based setup helps:
- Protect sensitive information
- Prevent unauthorized changes
- Maintain structured access control
Save and Invite User
After reviewing all details, save the user profile. The new user will receive:
- An invitation email or
- Login credentials
This allows them to access Knowella and start working within their assigned facility.
Manage User Access
User assignments can be updated at any time. Administrators can:
- Edit user roles
- Change facility access
- Deactivate users when required
This flexibility helps organizations manage staffing changes smoothly.
Conclusion
In conclusion, creating users for facilities on Knowella is a simple and structured process. By correctly assigning users and roles to facilities, organizations can improve operational efficiency, maintain security, and ensure clear responsibility across all locations.
Need more help?
If you need assistance with template design or advanced features, contact: support@knowella.com
