|Important: This feature is only available to Admin accounts.|
Log in to your Admin account on the Asset Portal. If you do not have an admin account contact your Ecofit account manager.
Select the "My Filters" link from the Permissions section of the User Menu.
The "My Filters" page shows the user what parent filter they are attributed to and a list of any filters they have created (Admin only). An admin can create a filter for anything that they themselves are able to access.
Create a new filter by selecting the New Filter button. This will open the filter creation screen.
1 . Name: Enter a descriptive name for the filter
Note: Selecting "Save" at this point will allow you to grant Agent organization access to another user. This user will be able to access all locations within the organization but will not be able to modify permissions.
2. Organization and Brand selections.
Select what organizations and brands you want the filter to have access too.
3. Location information.
Select what countries, regions or cities you want to give access to.
4. Additional Facilities
Select any additional facilities that you want to grant access to that may lay outside the select location filters. For example, if you wish to give access to all locations in California and a specific facility in Colorado.
Want to give access to a individual locations only?
Leave all location and organization fields de-selected and select the specific location(s) using the "Select Additional Facilities" option.
Save the filter. This will navigate you back to the "My Filters" page where you can invite users to access your filters.
Questions? Please contact Ecofit Support at firstname.lastname@example.org or 1.855.380.0123