If you are a Supervisor or higher role (Supervisor, Group Admin, or Organizational Admin), you can add, remove, or change users to each of your Waterly Systems.


Accessing System Settings

  1. Click the Settings "gear" icon in the lower-left corner.
  2. Select 'System Settings'.


To Add a User

  1. Click the "+ INVITE USER" button on the upper right of the screen. 
    • Note: If this button is not visible, you do not have supervisor permissions.
  2. Enter the new user's email address
  3. Select a role for the new user
    • Read Only: Can view all data but cannot make changes.
    • Operator: Has Read-Only privileges, plus can add or edit any data entry (all changes are audited).
    • Supervisor: Has Operator privileges, plus can add/edit reports, users, systems, sites, metrics, components, processes, and system trends.
  4. Click the 'Send Email' button.
    • Note: They may need to check their SPAM folder. They must accept the invite, and then provide their name, and create a password that meets complexity requirements.


Changing User Permissions

  1. Navigate to 'System Settings'.
  2. Click the 'Role' dropdown next to the user's name.
  3. Select the new role to update permissions.

To Remove a User

  1. Navigate to 'System Settings'.
  2. Click the 'Archive User' icon next to the user's details.
  3. You will be asked to confirm the archival of the user.  
    • Important: If the user is active in multiple Waterly Systems, repeat this process in each system.
    • Note: Archiving a user disables their login ability but does not delete their data or audit trail records.


Here is a short training video demonstrating how a user is added or removed: