Creating and Configuring Account

After understanding the Account Hierarchy and the available User Roles, you can proceed to create and configure your account.

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Prerequisite

• You must have the Partner role.

• You must decide how to organize the account, including:

  • Which Collections will be in the account.

  • Which Sites will be included in each Collection.

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To Create an Account

1. In the left pane, click Account.

2. Next to the Search field, click the + icon, and then select Create Account.

3. In the Create Account window:

   • Enter the Account Name.

   • Select the Primary and Secondary Account Managers.

4. Click Submit.

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To Configure the Account

1. Create or Edit Collections

   • Organize your account into Collections for better management.

2. Create or Edit Users

   • Assign roles and permissions as needed.

3. Create User Groups

   • User groups define who will receive alerts when data thresholds are exceeded.

4. Manage Sites

   • View and edit settings for your Sites (groups of Data Logger devices).

5. Manage Data Streams (sensor data):

   • Trim Raw Data: Adjust and clean raw data as needed.

   • Edit Conversion Formula: View and edit the formula for converting raw data into engineering units.

   • View Samples Table: Hide invalid or non-real values.

   • Set Thresholds:

     • Define thresholds for data values.

     • Configure alerts to notify user groups when thresholds are exceeded.

     • Set automated actions for specific data streams.

   • Adjust Sampling Interval: View or modify the rate at which the Data Logger samples the sensor for data.

   • Manage Device Settings: View and update Data Logger settings if required.