User Management

User management controls who can access Asset Manager and what they're allowed to do.

Roles

Each user is assigned a system role that determines their access level:

Role	Access
System Administrator	Full access to all features and functions including Company Options, Recycle Bin (permanent delete), and Set Password
Data Administrator	View, edit, delete (to recycle bin), and restore Assets, Personnel, Vendors, and Selection Field Values
Custodian	View-only access to all asset data plus the ability to check in and out assets
Auditor	View-only access to all asset data plus the ability to add Audit records to assets
Service Manager	View-only access to all asset data plus the ability to add and edit Service records
Viewer	View-only access to all asset data

Managing User Accounts

User accounts are managed from the People section. Each person record has an Account tab where you can:

• Create a user account and assign a system role.
• Change a user's role.
• Set or reset a user's password (System Administrators only).

Not every person needs an account

Create user accounts only for people who need to log in. Other personnel (e.g., employees who are assigned assets but don't use the software) only need a person record.