Use this setting to input your company information, this information will be displayed in the header of reports and is used to brand the application to your company.
User Management:
The User Management setting is used to manage system users, roles and permissions. Each user is assigned a role that determines the permissions (see Role Management) they have in the application.
The first thing to do in the User Management setting is to change the password for the System Administrator. To change the password click on the Pencil icon to edit the user.
1) Once the Edit User screen appears, click the slide button next to Change Password
2) Enter and Confirm the new password
3) Click the Update User.
***Note*** It is suggested not to change the role for the System Administrator
Role Management:
The Role Management setting is used to manage system roles and permissions. Each role has specific permissions related to what it is allowed to do in the application. You are allowed to change the system roles as you see fit for you business needs or create new roles.
The default roles are:
Admin - Admistrative access with all permissions for Customers, Work Orders, Inventory, and Reports.
Manager - Management level access with all permissions
Office - Office staff access - full customer mangement, create work orders, and view systems
Super Admin - Full system access and all permissions
Technician - Technical staff access - view customers, add/edit/view systems and work orders
Viewer - Read-only access to view information
To create a role and set permissions:
1) Click Add Role
2) Enter the Role Name and Description
3) Select which permissions pertain to the role you are creating. The permissions are divided up into categories:
Customers - Contacts
Customers - General Information
Inventory
Reports
Settings
Systems - Access Control
Systems - CCTV
Systems - Fire Alarm
Systems - Security
Work Orders
4) Once permissions are assigned click the Create Role
License Information:
This setting is where you will need to activate your license key. To successfully active your license the device you installed the application MUST have internet access. A trial license key can be obtained by sending an email to support@nexussentry.com. We will send you a license key and information on how to active the application. This will provide all the information about the current active license.
Customer Types:
The Customer Types setting allows you to categories you customers by the type of customers are. Customer Types can be expanded from the the defaults to better describe your customers. The defaults are:
- Commercial
- Education
- Government
- Residential
Work Order Types:
This setting allows you to change or add different types of work orders that better match your company’s needs. The defaults are:
- Fire Alarm Inspection – this will create an inspection report for your customers fire alarm system. This will be explained more in the related section.
- Inspection – any type of inspection security, fire alarm, access control, and CCTV.
- Installation – this will be used to install new equipment at a customer’s location.
- Service Call – use this to track all your service calls.
Work Order Statuses:
This setting allows you to also customize your statuses of work orders. The defaults include:
- Draft
- Scheduled
- In Progress
- On Hold
- Completed
- Cancelled
Equipment Types:
This section is where you would set all your different equipment types. The equipment types are used in the Inventory system and allows the application to populate certain sections of information as it relates to your customers equipment installed at their location. The main important Equipment Types are Access Control Panel, Fire Alarm Panel, DVR, NVR and Security Panel. These equipment types need to be assigned to inventory items to automatically poplulate the related customer systems.
Zone Types:
Use this setting to add all the zone types you use at your customers’ location for the security systems installed. Ex. 24 Hour, Entry/Exit, Interior, and Perimeter.
Advance Codes:
This section is primarily used for Contact Id codes. These are the codes that are reported to the central station during such things as alarms, troubles, etc.
Sample Data Loader:
There are some sample data for inventory management included, that you can populate the inventory management system with.
Load sample inventory data including:
- Security Panels (3 items) - Required for Security Systems
- Fire Alarm Panels (2 items) - Required for Fire Alarm Systems
- Motion Sensors (2 items)
- Door Contacts (2 items)
- Glass Break Sensors (1 item)
- CCTV Cameras (3 items)
- Access Control (2 items)
- Smoke Detectors (2 items)
- Sirens (1 item)