Support Resources

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Managing Users

Orbitas RMS gives you the ability to create an unlimited number of Users and User Groups. This allows you to easily maneuver your available licenses to users at your choosing.
Assign licenses, jobs, configurations and more. Reset Device ID's and change user passwords.

Creating New Users and User Groups

Begin by selecting MANAGE USERS from the left hand menu.
Make your selection between creating a User or a User Group.

User Groups are a helpful way to organize some subscriptions that have a multi regional or multi faceted workflow. They can also be a great way to split up the subscription between different configurations. Once a User Group is created you can begin to create Users to place into that group.

‍To create, click on either USER GROUPS or USERS from the left hand menu under MANAGE USERS and click CREATE in the top right corner of the table.

Fill in the information.

Although an email is not required, it is useful. The email is used as the notification method for updates, configuration changes, uploaded jobs, and more.

Select which role you would like that User to have and click CREATE.

The available ROLES can be defined as such:

Subscription Administrator-

Is in charge of the whole subscription.
*This role can not be assigned by a fellow Subscription Admin, it must be assigned by a SYSTEM ADMINISTRATOR
If you would like another Subscription Administrator added to your subscription, please contact a Triglobal representative.

Modify and dispatch Configuration
Modify and dispatch Backgrounds
Assign and Revoke Licenses(not create)
Create User Groups and Users
Assign privileges to each User (Group Admin, Group User, Subscription User)
See all User Jobs from all User Groups
Export and Import Jobs
Assign Jobs to any User in any User Group
Archive and Restore Archived Jobs
Reset/Edit User passwords
Reset iOS device ID’s

Group Administrator-

Similar to a Subscription Administrator, but is only in charge of the Group that has been assigned.

View and Modify Users within their Group
See all Jobs from within their User Group
Export and Import Jobs within their Group
Assign Jobs to any user within their Group
Archive Jobs

Subscription User-

This is the basic Field Editor license designed for Users not assigned to a specific group

See all Jobs collected under that license
Export and Import Jobs collected under that license
Archive Jobs collected within that license

Group User-

Similar to the Subscription User, however this license is restricted only to a specific group

See all Jobs collected under that license
Export and Import Jobs collected under that license
Archive Jobs collected within that license

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Assigning a License to an Orbitas Field User

After creating your users, select LICENSES from the left hand menu, then MANAGE.
You may need to scroll down to view. The LICENSES tab is listed just below the MANAGE USERS tab.

A list of the licenses available to you will be listed.

Select an available license by clicking the checkbox to the left and select the ACTIONS button and choose ASSIGN.

Choose your ASSIGNEE and select a ROLE.

Click ASSIGN to finalize.

The selected user now has a license available for verification on their iOS device running Orbitas Field. Refer your User to the Orbitas Support page for help with activating the license.

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Dispatching a Configuration to a User

Click on CONFIGURATIONS in the left hand menu.

A list of available configurations is shown. Each configuration has a status of either Active or Inactive. If you want to use a configuration you must first make sure it is Active.

If Inactive, click on the checkbox next to the configuration and choose ACTIVATE from the ACTIONS menu.

To dispatch a configuration, select the checkbox and choose DISPATCH from the ACTIONS menu.
Select your users and click DISPATCH.

The configuration will be available to the users on their next login.

‍If a selected User already has a configuration assigned to them you will need to REVOKE the previous configuration before assigning a new one.

Simply click REVOKE on a selected User to clear that users current configuration.
*This will only effect the User once they download the new configuration within Orbitas Field on their iOS device. 

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Changing a Password

If you need to change a User's password select the desired user and click on the ACTIONS button then select UPDATE.

On the Update User form click on the RESET PASSWORD button.

Choose a new password
Confirm the new password
Click on the CONFIRM button

*Remember the PASSWORD field is CaSe SeNSItiVe

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Resetting a device ID

Resetting the device ID will allow the assigned user to login to a new iOS device. Orbitas RMS will then store the new ID with that license.

To reset a device ID on a license you will need to select LICENSES from the left hand menu, then select MANAGE.

Select the license you choose to reset the device ID for
Select ACTIONS then RESET DEVICE ID

You will receive a message stating what resetting the device ID will do and prompts you continue. Select RESET DEVICE ID to proceed.

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