Create a Company Account and Invite Users

Overview

If you want to assign more than one user to your company, it is a good practice to invite the users to your company before they sign up.

This is because for each user that is not invited to an existing company, a new company is created during sign-up. Therefore, a separate license is required and its own analysis projects have to be created. Licenses and analysis projects cannot be shared by two companies.

Step	Action
1	Paste ecostruxure-machine-advisor-codeanalysis.se.app into your internet browser. Result: You are connected to the EcoStruxure Machine Advisor Code Analysis platform.
2	Click the Sign Up button. Result: The Sign Up window is displayed.
3	Enter your email address and confirm with Next.
4	Enter your personal and the company information.
5	Read the SE Terms & Conditions of Use and if you so choose, select the option I have read, understood, and agree to the SE Terms & Conditions of Use including those relating to the associated communications, and click Sign Up. Result: You receive an email to complete your registration.

Step	Action
1	Click the Confirm your email and complete your registration link in the email you received. Result: You are connected to the EcoStruxure Machine Advisor Code Analysis platform.
2	Enter your email address and the password you defined in the Sign Up window.
3	Click Login. Result: The HOME windows opens.

Step

Action

Click the Confirm your email and complete your registration link in the email you received.

Result: You are connected to the EcoStruxure Machine Advisor Code Analysis platform.

Enter your email address and the password you defined in the Sign Up window.

Click Login.

Result: The HOME windows opens.

Invite Users

Step	Action
1	Click ADMINISTRATION > USER AND USER ROLES in the menu bar.
2	Enter the Email address of the user you want to invite.
3	Click the INVITE button. Result: An email is sent to the invited user. This email provides a link to the EcoStruxure Machine Advisor Code Analysis platform.
4	The invited user must sign up for the EcoStruxure Machine Advisor Code Analysis platform.
5	After signing up, the user can log in to the EcoStruxure Machine Advisor Code Analysis and is directly assigned to your company. NOTE: Users with no account have to pass the Sign Up procedure.

Assign User Role and Projects

Assign user role:

Step

Action

Click ADMINISTRATION > USER AND USER ROLES in the menu bar.

Click the Pencil icon right-hand side of a listed user to open the corresponding <User > Details window.

Select a Role (Administrator, Quality Officer, User) for the user and confirm with the UPDATE button.

Refer to User Roles/User Rights.

Assign Projects:

Step	Action
1	Click ADMINISTRATION > USER AND USER ROLES in the menu bar.
2	Click the Pencil icon right-hand side of a listed user to open the corresponding <User > Details window.
3	Click the + icon right-hand side of a listed project in the Available Projects. Result: The project is added to the Assigned Projects list.
4	Click the X icon right-hand side of a listed project in the Assigned Projects. Result: The project is removed from the Assigned Projects list and added to the Available Projects.