Create a user account in Boss’nX and assign its role

In Boss’nX, a user account gives a person a login username and a role that sets their rights in the supervision or hypervision. You create it from Users; the notification address, optional, is used for alarm emails.

Intended for the administrator or installer authorized to manage accounts. To correct an existing account, follow edit an account.

Before you start

• Prepare the person’s name, a username and the role to assign to them.
• If needed, check the available roles and their permissions.

Open and fill in the form

1. Open Menu → Users in the supervision or Hypervision users in the aggregated view, as described in view accounts.
2. Click Add user. The form is titled Add a new user.
3. In Login credentials, fill in Username. Use unaccented Latin letters, digits, a dot, a hyphen or an underscore, without spaces. Fictitious example: reception.site-01.
4. Fill in Password, required at creation: at least 8 characters. Type it only in the interface.
5. In Account details, open Role and explicitly select the role intended for this person: the field may already show another role. Check the chosen name. If the role you are looking for is missing, have the available roles checked rather than choosing a more permissive role to finish the creation.
6. If the person must receive alarms by email, fill in Notification email with a valid address. Fictitious example: reception@example.invalid. This address is not the login username.
7. Check Receive alarm emails, initially enabled. You can disable it to pause this sending while keeping the address. Receipt also depends on the role’s notification rules.
8. Fill in Display name, required. Fictitious example: Site reception.

On a narrow screen, the form fills the screen: scroll through its fields to reach Display name and any scope. The actions are at the bottom.

Limit the scope of a hypervision account

The Portée hypervision (Hypervision scope) block may appear in a hypervision context, including when a supervision is open in it. Check the context before choosing the scope.

1. Toutes les supervisions (All supervisions) is the initial choice. To limit the scope, choose Supervisions sélectionnées (Selected supervisions).
2. Tick the supervisions you want in the list. Scroll it if necessary.
3. In this mode, tick at least one supervision: Sélectionnez au moins une supervision. (Select at least one supervision.) indicates that this choice is missing.
4. If you go back to Toutes les supervisions, then to Supervisions sélectionnées, redo and check the selection.

If the selection is unavailable, for example with Aucune supervision n’est disponible pour le moment. (No supervision is available at the moment.), or if an expected supervision is missing, check the attached supervisions with the administrator before creating the account.

Create the account

1. Review the username, the role, the display name and, where applicable, the scope and the notification address.
2. Click Create user once, then wait for processing to finish.

Before submitting, Cancel, the Close cross or Escape abandons your input. After clicking Create user, wait for the result before leaving: closing the window does not cancel the operation already submitted.

Check the result

1. The User created successfully. message appears and the form closes.
2. Find the new row and check its role and its notification settings.
3. If the row does not appear, use Refresh and wait for a successful load before starting a creation again.

This message confirms that the account was created, not that an invitation was sent. Pass the login information on to the person through your organization’s usual channel; in a supervision, Share access provides the link to the login page. The person then signs in as described in access Boss’nX.

Troubleshooting

Symptom	Action
Add user absent	Have your account management rights checked.
Add button grayed out or role loading error	Reload the page, then check the roles with the administrator.
Confirmation impossible	Check the required fields, the username format, the password’s 8 characters, the address if filled in and any supervision selection. The browser may directly flag an invalid field.
Error after confirming	Keep the message and check the list after Refresh.

Other common questions, such as an invitation not received, are covered in the accounts FAQ. If the account was not created and the cause remains unknown, or if an expected supervision is still missing from the scope, contact support@can-nx.com with the context and the steps tried. Never include a password in a support request.

French labels: Ajouter un utilisateur, Ajouter un nouvel utilisateur, Identifiants de connexion, Nom d’utilisateur, Mot de passe, Détails du compte, Rôle, E-mail de notification, Recevoir les e-mails d’alarme, Nom affiché, Créer l’utilisateur, Annuler. The Portée hypervision block and its choices may remain in French when the rest of the form is in English.