Element
(R)
– Installation and Operation Manual
Section 9: Controls Startup
L-OMM-0003_A
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Creating a new organization is shown in section 9.6 Figure 33.
Creating a new site is shown in section
Creating a new building is found when navigating to the site page, clicking on
Actions
, and
clicking on
Add New Building
.
Creating a new plant is found when navigating to the building page, clicking on
Actions
, and
clicking on
Add New Plant
.
Changing the name of the site, building, or plant is under
Actions
and then the location’s
Settings
.
Deleting a location level will delete the structure beneath it.
NOTE:
Organizations, sites, buildings and plants cannot be deleted if there are units
associated in the hierarchy. Remove or transfer ownership of the units before deleting a part
of the hierarchy structure.
9.8 Managing Users
Element is designed to be used by multiple people with different responsibilities both inside and
outside your company. There are numerous predefined personas for each of team members as
given in Appendix C User Permissions Table. Verify that the access you are giving the individual
via the selected persona matches your intent for permissions to the unit and organization.
When assigning personas for cloud-
connected units, a user’s persona given at the site level will
cascade to all other levels and units in the hierarchy below that. However, it will not cascade up.
Nor will a user defined at the organization level cascade down. This is because individual units
cannot be associated with organizations, only sites and lower. When defining permissions and
personas, start at the site level and work down towards the plant level.