Set Up Users

Once you've set up the divisions, departments, roles, and positions you need, you can start adding users to the system. A user is someone with Can Log In enabled on their profile who can use their own email and password to log in to Helm CONNECT from shore, from an asset installation, or from both.

Add a User

To add user

1. Go to the Setup > Users > Users tab.
2. Click New User.
3. Select the Can Log In check box then select one or both of the following options under Login Details:
   • Can Log In To Asset: This allows the user to log in to local installations of Helm CONNECT that have been configured for multi-user sign on.
   • Can Log In To Shore: This allows the user to log in to the shore version of Helm CONNECT.

Note Selecting the Can Log In check box will make this person a user and allow them to log in to Helm CONNECT with the email address on their profile and a password. Once you finish entering the details on their profile and click Save Changes, the system will send them an account activation email with instructions for setting up a password.

4. Enter these details about the user:
   1. First Name and Last Name
   2. (Optional) Middle Name, Preferred Name, and Suffix
   3. Default Division: Divisions control the data the user can access when logging in. All users must have a default division.
   4. (Optional) Secondary Divisions: This field is only visible once you've selected the Can Log In check box.
   5. Email: You must enter a valid email address if you want this user to be able to log in to Helm CONNECT.
5. Select the Active Employee check box. If you don't select this check box, the user's name won't appear in lists throughout the system. In addition, only active employees can be selected as responsible parties and receive email notifications.

   Note An active employee's assigned division and position will also affect whether or not their name appears in some lists.

6. (Optional) If you want this user to only see information for the asset they're assigned to, even when they log in to Helm CONNECT on shore, select the Limit to Assigned Asset check box.

   Notes

   • If you select Limit to Assigned Asset on someone's profile, you must assign them to an asset in either Management > People or Management > Assets. You must also make sure that the role they're assigned only gives them access to items on the Onboard menu.
   • Limit to Assigned Asset applies only to information associated with Helm CONNECT Maintenance and Helm CONNECT Compliance; it does not currently apply to any information associated with Helm CONNECT Logistics or Helm CONNECT Personnel.
7. Under the Roles section, select a role for the user to control which features they're allowed to use in Helm CONNECT.

   Note All users must have at least one role. If someone without a role tries to log in to Helm CONNECT, they'll see an error message.

8. When you're finished, click Save Changes.

More About User Options

When adding users, keep the following in mind.

Can Log In To Asset

If your company uses multi-user sign on for its local installations, then you must indicate who is allowed to log in to the installed versions of Helm CONNECT by selecting both the Can Log In and Can Log In To Asset check boxes.

Default Division

You must assign all users to a default division. This controls the data each user can access when logging in.

Secondary Divisions

If a user can log in, you also have the option to assign him or her to one or more secondary divisions.

Active Employees

You can make someone an active employee by selecting the Active Employee check box. If you no longer want him or her to be an active employee, simply clear the Active Employee check box. The names of active employees are available throughout the system. Active employees who can also log in can be selected as responsible parties.

Limit to Assigned Asset

You have the option to assign a user to a specific asset and then limit that user to accessing information only for that asset when logging in to Helm CONNECT on shore. If assigned and limited to a specific asset, a user will only be able to access maintenance and compliance information related to that asset from the Onboard menu items. This feature does not affect a user's ability to log in to any local installation they have permission to access.

For this feature to work as expected, all of the following conditions must apply:

• The user can log in to Helm CONNECT with their own email and password.
• The user's default division is above, the same as, or below the division of the asset, but not in a different divisional branch.
• The user's role gives them permission to access only the items on the Onboard menu.

For more about limiting users to assigned assets, check out this article.