Ce contenu n’est pas encore disponible dans votre langue.
Key Operational Logic
Section titled “Key Operational Logic”Two independent ideas govern day-to-day access:
| Topic | Question it answers |
|---|---|
| Licensing | Is this person allowed to use a seat in UniCMMS at all? |
| Sites | Where may they work once they are licensed? |
You can configure a perfect user profile and still see no access until a license is assigned. Conversely, a Licensed user with no Sites on their profile (if your rules require sites) may have nothing valid to open. Core functions explains how roles, sites, and rates fit into the bigger picture.
A. The licensing requirement (mandatory)
Section titled “A. The licensing requirement (mandatory)”Creating a user record is only the first step. Signing in and using the product requires a license from your tenant’s pool (your subscription limits how many seats exist).
Assign and verify
Section titled “Assign and verify”| Concept | What it means |
|---|---|
| Mandatory assignment | An administrator must assign a license to the user from the pool. Until that assignment is recorded, the account is not treated as fully enabled for login—regardless of profile completeness. |
| Unlicensed | If the License column shows Unlicensed, the person is blocked at login. They cannot “work around” the screen with correct email and password alone. |
| Licensed | When assignment succeeds, the Users list shows a Licensed state (typically with a clear Licensed label or checkmark). Treat that as your confirmation that sign-in is allowed, subject to role and site rules. |
Administrators usually assign from Admin Portal → Users: open the row … menu and use Assign License when the product offers it. To remove access, Revoke License may appear in the same menu—see How to update a user and Site management for the list and menu pattern.
B. Multi-site access and switching
Section titled “B. Multi-site access and switching”Sites on the user profile
Section titled “Sites on the user profile”An administrator links each user to one or more Sites in the Create User / Edit User dialog (Sites field, multi-select with tags). That defines which locations the person is allowed to work in—not which location is “on screen” right now.
- How to add a user — set Sites when creating.
- How to update a user — add or remove site tags when responsibilities change.
Active Site and the Site Switcher
Section titled “Active Site and the Site Switcher”For data integrity, a user session works in a single Active Site at a time. If they are authorized for multiple sites, they switch context with the Site Switcher (top of the left sidebar). Choosing another site refreshes lists and detail views so assets, work, and inventory match that location.
Step-by-step UI and what changes when you switch are documented in Site management.