Set Up OnSite Users
Set Up OnSite Users
Follow these steps to set up users to access OnSite.
Note : If you notice on the OnSite sign-in screen that there are lowercase user names, be aware that these user names were automatically created by Okta. Okta is case-insensitive so that when Okta auto-creates users, the names are lower case in OnSite. You must delete these lowercase Okta-generated user names and create new ones from Web Central; the names created in Web Central will be in uppercase. When you log into OnSite again, you will not see the users with lowercase names.
Step 1: Create an IdP Account
Ensure that OnSite users have an account in the selected identity provider platform (IdP).
Step 2: Add the User to the Archibus Users Table
Run the
System / Archibus Administrator - User and Security / Add or Edit Users
task and create Archibus user accounts (records in the
afm_users
table) for OnSite users.
-
The Archibus user name (
afm_users.user_name)must be the same as the user name (email) in the identity provider platform. -
For each user, set “Mobile Device Enabled?” (
afm_users.mob_device_enabled)to Yes. -
For each user, ensure that the User Role you assign (
afm_users.role_name) belongs to the OPS-MOB security group . This provides users with the required permissions.
Step 3: Create a Craftsperson Record
For each OnSite user, create a corresponding record in the Craftspersons (cf) table.
The value for the email address in the Craftsperson record (
cf.email
) must match the value for this user in the Archibus Users table (
afm_users.email
). This is required because this value is the link that OnSite uses to find the corresponding Work Request records when a user logs in.
Step 4: Craftsperson Logs in to OnSite
Once the above steps are taken, the user can sign into OnSite. For details, see Sign In to OnSite .