ZCM - Permissions and Notifications

Manage Permissions

There are two sets of permissions within the Zedi Access platform. The first set of permissions is the Web Permissions which allow the administrator to give access to different areas of the applications. The second set of permissions is the Fluid Analysis Permissions. These permissions are attached directly to the locations within Operations.

To get to the User Manager page click the 'Admin' dropdown menu and select ‘Users’.

Web Permissions

The Web Permissions tab is used to manage and control user access to various functions on the Zedi Access platform.

Assign Web Permissions

1. Select the 'Web Permissions' tab.

2. Select the user or group you want to assign permissions for by one of the following methods:

• Search for a specific user or group by entering part of their name in the search box and click the 'Search' button.

OR

• View the entire list of users by clicking the View All button.

3. Select the User(s)/Group(s) to edit.

4. Select the Permission(s) to assign/unassign
Below are the permissions you can assign for users of Zedi Composition Management:

a. Export Fluid Analysis - allows the user to export approved analyses.

b. Manage Sample Points - allows the user to Create, Edit and Delete sample points.

c. Manage Sampling Schedules –

d. Receive Analysis PDF by email -

e. Set Validation Criteria - allows the user to set the validation criteria for sample points.

f. View Analyses - allows the user to view approved and rejected analysis.

g. View Pending Analyses - allows the user to view an analysis prior to approval.

h. View Sample Points - allows the user to view the sample point information.

i. Operations - View - allows the user to view the Operations tab in Zedi Access.

j. Operations Hierarchy Administration - allows the user to edit, create and delete Districts, Areas, Fields and Sites in the Location Hierarchy.

k. User Administration - Fluid Analysis Permissions - allows the user to give fluid analysis permissions to other users (Should be given to Administrators only).

5. Click 'Save'.
Note: If the user is new to the Zedi Access platform they will need to be given the 'General - Web Login' permission as well.

Fluid Analysis Permissions

The Fluid Analysis Permissions tab is used to manage and control user and group access to specific functions within the Zedi Composition Management application.

Assign or Remove Fluid Analysis Permissions to Users and/or Groups

1. Select the ‘Fluid Analysis Permissions’ tab.

2. Select the user or group you want to assign permissions for by one of the following methods:

• Search for a specific user or group by entering part of their name in the search box and click the 'Search' button.

OR

• View the entire list of users by clicking the 'View All' button.

3. Select the user or group to modify from the left column.

4. Select location you would like to add permissions to from the drop-down box. You can add the permissions at the District, Area, Field or Site level.

To add at the District level, select your company name (in this example, Training Services Zedi).

5. Select or deselect the permissions as required.

6. Click 'Save'.

Explanation of Fluid Analyses Permissions

Your account requires administrative access permissions to use this feature. The highest level of permissions granted to a user as an individual or part of a group will be applied to their account. Ask if you are also part of a group when requesting permissions. Contact your system administrator for further information.

Email Notifications

Subscribe to Notifications

There are two types of notifications; one is a daily email outlining all of the approved analyses for that day. The second is a weekly email outlining all of the outstanding or pending analyses.

Daily Approved Analysis Email

If you subscribe to notifications you will receive an email every day indicating all of the analysis that have been approved within the Zedi Composition Management application you have access to. Within the email you can click a link that will take you directly to the analysis that was approved.

Weekly Pending Analysis Email

If you subscribe to notifications you will receive an email every Tuesday indicating all of the Pending analysis waiting for approval within the Zedi Composition Management application you have access to. Within the email you can click a link that will take you directly to the 'Pending' page within the application.

To Enable 'Subscribe' to Notifications

Ensure your email address is correct in your user account under the 'Email' section:

1. Go to the 'Fluid Analysis Permissions' tab.
2. Search and select your user.
3. Select your area and choose your level of notification you would like to receive.
4. Check the box Manage Analysis to receive the weekly email of pending analysis.
5. Check the box Subscribe to Notifications to receive the daily email of approved analysis.
6. Check the box Subscribe to Overdue SP to receive the daily email of sites overdue for analysis.
7. Click 'Save'.

Add and Modify Users and Groups

DISPLAY THE USER MANAGER

1. Select 'Admin' on the Standard Function Bar.

2. Click 'Users'.

3. The User Manager window opens with the 'Users' tab displayed.

The 'Users' tab displays a list of all users in the Zedi Access Platform. The 'Users' tab is used to add, modify, or delete user accounts.

Search for a Specific User to Edit

1. Enter part or all of the user's login name in the 'Search by Login Name' text field

2. Click the 'Search' button
OR

3. Click the 'View All' button

4. Scroll down the resulting list to select the user you are searching for

Create a New User

1. Click the 'Add User' link

2. The 'Add User' window opens

3. Enter the appropriate Account Information

a. A unique login name for the user.

b. User's full name.

c. User's email address. This is the email address that any updates and password reset information will be sent.

d. Password information must fit your company's password security criteria.

Zedi Composition Management users do not need to fill out the remaining sections of the new user form; Daily Production Settings and Other Settings. These pertain only to users who will be using the Production side of the Zedi Access platform. For more information about setting up a Production User please visit the Online Knowledgebase within Zedi Access.

4. Add the Users email by clicking the icon and enter your email address in the box below. This is where Zedi will send notification emails to you if you subscribe to in the ‘Fluid Analysis Permissions’ tab.

5. Scroll to the bottom of the page and click 'Save'.

6. The final step is to then add the appropriate Web Permissions and Fluid Analysis Permissions to your new user (please reference the Web Permissions and Fluid Analysis Permissions sections above).

Your account requires administrative access permissions to use this feature. Group permissions will override user permissions if they are greater than the individual user permissions. Ask if you are also part of a group when looking for permission. Contact your system administrator for further information.

Groups tab

The Groups tab is used to create, edit, and delete groups, and assign/unassign users to groups.

Add a New Group

1. Click 'Add Group'.
2. Enter a unique name for the Group.
3. Click 'Save'.
4. Go to Web Permissions and or Fluid Analysis Permissions and assign the appropriate permissions to the group, all groups are identified by the icon.

Assign Users to a Group

1. Select the Group from the list.
2. Select the User(s) to assign to the Group, by clicking the checkbox beside their login name(s).
3. When you're finished adding users, click 'Save'.

Delete Users from a Group

1. Select the Group from the list.
2. Select the User(s) to remove from the Group.
3. Click the 'Remove' button.
4. When you're finished deleting users, click 'Save'.

Rename a Group

1. Select the Group to be renamed from the list.
2. Click 'Rename Group'.
3. Enter a new name for the Group.
4. Click 'Save'.

Delete a Group

1. Select the Group.
2. Click 'Delete'.

There is no popup verification when deleting a group, once you select delete the group is deleted.

Web and Fluid Analysis Permissions Charts