Account Setup
      Back to home
      1. Help Centre
      2. Getting Started
      3. Account Setup

      Setting up owners

      Creating owners allows you to categorise your machines within your account. This is handy when your fleet is spread across departments as the owner can easily refine and report exclusively on the machines assigned to them.

      1. Creating owners allows you to categorise your machines within your account. This is handy when your fleet is spread across departments as the owner can easily refine and report exclusively on the machines assigned to them.

      Step 1 image

      2. Open the Account menu and click Manage Owners

      Step 2 image

      3. Click Add New Owner

      Step 3 image

      4. Enter the Owner Name (department name)

      Step 4 image

      5. Select the default contact from your Employee list setup in Plant Assessor  

      Step 5 image

      6. Fill out all relevant contact information. 

      Step 6 image

      7. To enable Public Machine Profiles tick the checkbox. To learn more about sharing machine profiles click here. 

      Step 7 image

      8. Click Save & Close.

      Step 8 image

      9. The next step is to assign machines. Back on the Machines page click the ellipsis icon next to a machine. 

      Step 9 image

      10. Click Edit Machine

      Step 10 image

      11. From the Owner drop down menu, select the required Owner. 

      Step 11 image

      12. Click Save & Close

      Step 12 image

      13. You now have the ability to filter machines by Owners

      Step 13 image

      14. This assists the Owner as they can filter all company machines to just the ones they manage. 

      Step 14 image