> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.indusuite.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Personnel and user management in InduSuite apps

### InduSuite apps features both users and personnel. Let's have a look at the main difference between them

**${color}[#06859a](User)** : A user is a person with rights to access and utilize InduSuite apps based on the license owned. A user in InduSuite is always associated to an email address as a username and a password to authenticate to InduSuite platform.
Defining user's specific access and authorization levels to InduSuite apps is available through **${color}[#06859a](Permission groups)**

**${color}[#06859a](Personnel)** : A member of the company staff, performing activities we want to track and/or trace in any InduSuite app. A member of the staff may or may not have access to InduSuite apps. As an example welders belong to personnel but, usually, they do not need to access any InduSuite app, while a welding inspector may need to access to perform certain tasks.

---

# Users and Permission groups

In the **${color}[#06859a](Settings)** app is possible to create **${color}[#06859a](Users)** and **${color}[#06859a](Permission groups)**. You may decide to create users first and then permission groups or vice versa. Once both users and permission groups are created you can assign each user to the relevant permission group.

| Basic permission groups are created automatically and you can assign users to them right away. Create custom permission groups for complete flexibility and to define more granular access levels to InduSuite apps

### How to create **${color}[#06859a](Permission groups)**

Permission groups are an easy way to manage InduSuite apps access for your users.
This helps you to:

1. Grant access only to specific sites or sub-sites in your organizational structure
2. Grant access only to specific InduSuite apps
3. Define access level for each InduSuite app

Please follow instruction below to create a permission group.

## How to Add Permission Group in InduSuite User Management

**1.** Navigate to [https://apps.indusuite.com](https://apps.indusuite.com/login?p=%2F)

**2.** Enter your credentials and then click "Sign in"

**3.** Click here.

**4.** Click "User management"

**5.** Click "Permission groups"

**6.** Click "Add permission group"

**7.** Define to what site/sites permission group is applied

**8.** Fill in "Permission group name" and select permissions for each app

**9.** Click "Save"

### How to create **${color}[#06859a](Users)** and assign them to an existing permission group

First InduSuite apps user is created automatically when a new app subscription is created and accepted by the customer.
This user has administrative privileges over InduSuite apps and is allowed to add new users and assign them to specific permission group/groups.
Certain InduSuite apps are licensed per user created, so please take care you have enough licenses.
Anyway you will be notified in case your license plan does not allow you to add new users.
Follow below instructions on how to create a new user.

## How to Add Users in Indusuite

**1.** Navigate to [https://apps.indusuite.com](https://apps.indusuite.com/login?p=%2F)

**2.** Enter your credentials and then click "Sign in"

**3.** Click here.

**4.** Click "User management"

**5.** Click "Users"

**6.** Click "Add user"

**7.** Fill-in twice email address of the user you want to add

![Fill-in twice email address of the user you want to add](https://storage.crisp.chat/users/helpdesk/website/-/1/c/b/d/1cbda94eeb4b4100/step07_1vfup1d.jpg)

**8.** Assign a permission group to the user

![Assign a permission group to the user](https://storage.crisp.chat/users/helpdesk/website/-/1/c/b/d/1cbda94eeb4b4100/step08_1cvr6kl.jpg)

**9.** Click "Invite (1)"

**10.** New user will receive and invitation by email with details on how to access

![New user will receive and invitation by email with details on how to access](https://storage.crisp.chat/users/helpdesk/website/-/1/c/b/d/1cbda94eeb4b4100/step10_tc5ei0.jpg)

---

# Personnel management

**${color}[#06859a](Personnel management)** feature within **${color}[#06859a](Settings)** app gives you the opportunity to add different staff members for your company.
Personnel roles available are:

* **${color}[#06859a](Welder)**
* **${color}[#06859a](Fitter)**
* **${color}[#06859a](Supervisor)**
* **${color}[#06859a](Cutting operator)**
* **${color}[#06859a](Grinder)**
* **${color}[#06859a](Inspector)**

Different ways of adding personnel are available:

* **${color}[#06859a](Single person)** - This option is used to create a single operator or staff member
* **${color}[#06859a](From InduSuite users)** - This option is used to create new personnel and link them to existing InduSuite users
* **${color}[#06859a](Personnel and users)** - This option is used to invite users and link them as personnel simultaneously
* **${color}[#06859a](Import personnel from file)** - This option is used to bulk import personnel and/or invite them as users from an excel file

### How to use ${color}[#06859a](Single person) option

## Add a Welder Personnel in Indusuite App

**1.** Navigate to [https://apps.indusuite.com/](https://apps.indusuite.com/)

**2.** Click on **Settings** app

**3.** Click "Personnel management"

**4.** Click "Add personnel"

**5.** Select "Single person" option

**6.** Select person role from dropdown menu

**7.** Fill in details for the person

**8.** Select a **Valid until** date if the person is a temporary hire

**9.** Select the site the person belongs to

**10.** Click "Add"

### How to use ${color}[#06859a](From InduSuite users) option

## Personnel management From InduSuite users option

**1.** Navigate to [https://apps.indusuite.com/](https://apps.indusuite.com/)

**2.** Click on **Settings** app

**3.** Click "Personnel management"

**4.** Click "Add personnel"

**5.** Select "From InduSuite users" option

**6.** The list of all existing users in InduSuite will be shown. Select the one/s you want to add as a personnel

**7.** Assign one or more roles to the person/s you want to add

**8.** Click here.

**9.** Click "Main site (UTC+1)"

**10.** Select the site/s the personnel you want to add belongs to

**11.** Click "Convert users"

**12.** A cloud icon will be shown to highlight this member of the staff is linked with an existing user in InduSuite

![A cloud icon will be shown to highlight this member of the staff is linked with ](https://storage.crisp.chat/users/helpdesk/website/-/1/c/b/d/1cbda94eeb4b4100/step12_1cs2lgt.jpg)

### How to use ${color}[#06859a](Personnel and users) option

## Personnel management Personnel and users option

**1.** Navigate to [https://apps.indusuite.com/](https://apps.indusuite.com/)

**2.** Click on **Settings** app

**3.** Click "Personnel management"

**4.** Click "Add personnel"

**5.** Select "Personnel and users" option

**6.** Click "Add new operator"

**7.** Fill in details for the staff member you want to add. If an email address is provided, this person will be also invited by email as an InduSuite users

**8.** Click "Add new operator" and repeat previous steps to add more persons

**9.** Select checkboxes for the people you want to add

**10.** Click "Create/invite"

**11.** Persons with email address will be created also as an InduSuite user and will receive an invitation email

### How to use ${color}[#06859a](Import personnel from file) option

## Personnel management Import personnel from file option

**1.** Navigate to [https://apps.indusuite.com/](https://apps.indusuite.com/)

**2.** Click on **Settings** app

**3.** Click "Personnel management"

**4.** Click "Add personnel"

**5.** Click "Import personnel from file"

**6.** Click "Browse" and upload your personnel excel file

**7.** Click on "Download Excel template" to get an example file on how data should be in the excel file

![Click on "Download Excel template" to get an example file on how data should be ](https://storage.crisp.chat/users/helpdesk/website/-/1/c/b/d/1cbda94eeb4b4100/step07_73xuch.jpg)

**8.** Now you are able to edit source file and select personnel you want to import

**9.** Click "Import/invite". Records with an email address will be invited as InduSuite users

![Click "Import/invite". Records with an email address will be invited as InduSuit](https://storage.crisp.chat/users/helpdesk/website/-/1/c/b/d/1cbda94eeb4b4100/step09_1vfo0v8.jpg)

**10.** Users invited to InduSuite will be highlighted with a cloud icon