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Users and administrators

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Organizations using Microsoft Exchange or Google Calendar services can manage users from the Device Hub.

User management

How to find a user’s account

  1. Sign in to the Eptura Device Hub.
  2. Click the Users icon in the left icon bar.
  3. Enter the user's name or email address in the search box to find the user's account.

Create a new user

  1. Sign in to the Eptura Device Hub.
  2. Select the Users icon from the left icon menu.
  3. Click Add user.
  4. Enter First Name, Last Name, Email, Mobile Phone Number (optional for non-Admin roles).
  5. Role: Select the role for the user. Either select an admin role or select User for normal user access. 
  6. Status:  Set whether the account is Active or Disabled.
  7. Click Save. The new user is sent an email containing their PIN.

Edit an existing user

  1. Sign in to the Eptura Device Hub.
  2. Select the Users icon from the left icon menu.
  3. Find the user's account and click to open the Add/Edit user page.
  4. Edit the details and click Save.

Disable a user

You can disable a user to prevent them from accessing the system.

  1. Sign in to the Eptura Device Hub.
  2. Select the Users icon from the left icon menu.
  3. Find the user's account and click to open the Add/Edit user page.
  4. For Status, select Disabled.
  5. Click Save. The user's account is immediately disabled.

Bulk user upload

Follow the steps to download a CSV template file from the Bulk Upload page. You can then enter your users’ details in the columns and upload the CSV file to the Device Hub.

Up to 400,000 users can be uploaded in bulk from a CSV file with a size limit of 16MB.

  1. Sign in to the Eptura Device Hub.
  2. Select the Users icon from the left icon menu.
  3. Click the Bulk upload button from the right-hand side.
  4. Click Download sample CSV file.
  5. Open the downloaded sample CSV file in Microsoft Excel or another editor, and add user details to the relevant columns.

The phone number, PIN, and RFID are optional and only entered if moving from another Eptura Engage system. 

If entered, the phone number must not contain spaces.

If entered, the length of the PIN must be 6 characters. Contact support for more information about the PIN and RFID cards.

  1. Save the CSV file. The file size must not exceed 16MB or contain more than 400,000 users.
  2. From the Bulk upload page on the Device Hub, click Browse to locate and upload the CSV file.
  3. Choose if you want to send the users their PIN by email, and click Upload.
    user bulk 01.png
  1. When the upload is complete, a green confirmation box is displayed at the bottom-right of the bulk upload page.
    bulk-upload-confirm-2.png

The Australian data center might see a longer upload time compared to the West European region.

At the bottom of the Bulk upload page is a list of your uploaded files and the upload status. You can download an error log for failed uploads and download the original uploaded files.

my-uploads_v1.png

Export users

  1. Sign in to the Eptura Device Hub.
  2. Select the Users icon from the left icon menu.
  3. Click Download User Data.
  4. The download is processed and when ready, an email notification is sent which includes a link to download the data. The download link is valid for 24 hours. If the download fails for any reason, an email notification is sent.
    user export email.png

Multiple downloads can be run simultaneously by different user accounts. If a user is already running a download, that user cannot start another, and will see a message advising that their request is still in progress.

Administrator accounts

Administrators have full access to the Device Hub and can manage settings, create screen themes and distribute themes to devices, manage device activation and updates, and receive device health emails, etc. (See the table below for full details).

Administrators are assigned to a specific role that controls which Countries and Locations they can manage. There are three administrator roles:

  • Global admin: Full control of all themes and settings for all Countries and Locations.
  • Country admin: Full control of all themes and settings for specific Countries and the Locations belonging to the Countries.
  • Location admin: Full control of all themes and settings for specific Location(s).

Read more about the admin roles and view the role comparison table below.

Global admin

  • Global admins have the highest permission level and have full control of all users, settings, and themes for all Countries and Locations, and can create new Countries and Locations.
  • Global administrators can assign any user as a Global, Country, or Location admin.

Country admin

  • Country admins have full control of all settings and themes for the specific Countries selected for the role in the user’s settings, and the Locations belonging to those Countries.
  • Country admins can create new Locations in the Countries selected, but cannot create new Countries, or access Countries not assigned to them (or their Locations).
  • Country admins can create Country-level and Location-level screen themes, and apply them to devices (in the Countries/Locations they manage).
  • Country admins can apply Global-level screen themes to devices in the Locations belonging to their Countries, but cannot edit or delete them.

Location admin

  • Location admins have full control of all settings and themes for the specific Locations selected for the role in the user’s settings.
  • Location admins cannot create new Locations or access Locations not assigned to them.
  • Location admins can create Location-level screen themes, and apply them to devices in the Locations they manage.
  • Location admins can apply Global-level and Country-level screen themes to devices in the Locations they manage, but cannot edit or delete them.

Admin role comparison table

 
Global admin
Country admin
Location admin
User management ✔️

✔️ Create users (regardless of location).

✔️ Create users (regardless of location).
Assign admin roles ✔️ ✔️ Can assign the Location Admin role to users for assigned countries only. ❌ Cannot assign admin roles.
View screen health and receive device health notifications ✔️ ✔️ For devices in assigned countries only. ✔️ For devices in assigned locations only.
Add/update/remove screens ✔️ ✔️ For devices in assigned countries only. ✔️ For devices in assigned locations only.
Add/edit screen themes ✔️ ✔️ In assigned countries only. ✔️ In assigned locations only.
Apply global themes ✔️ ✔️ To assigned countries only. ✔️ To assigned locations only.
Set default theme ✔️ ❌ No, the default theme for all countries and locations is the global default theme.
Edit screen settings ✔️ ✔️ In assigned countries only. ✔️ In assigned locations only.

Assigning admin roles

Only Global and Country admins can assign admin roles to users:

  • Global administrators can assign users as administrators and assign any admin role.
  • Country administrators can assign users as Location administrators for locations in the countries they manage.
  • Location administrators cannot elevate a user to an administrator.

How to assign administrator roles

  1. Sign in to the Eptura Device Hub.
  2. Select the Users icon from the left icon menu.
  3. Find the user's account and click to open the Add/Edit user page.
  4. Scroll down to Role and select the admin level to assign.
    user add 01.png
  5. When assigning a Country or Location admin role, you must also select the country or location the user will manage from the drop-down lists. Click Add another to assign additional countries or locations to the administrator.
    user add 02.png
  6. Click Save when done. 

Existing users elevated to an admin role must log off/on for the change to take effect.