Create a Company Account and Invite Users

Overview

If you want to assign more than one user to your company, 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.

Sign Up

Step	Action
1	Paste ecostruxure-machine-advisor-codeanalysis.se.app into your internet browser. Result: You are directed 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.

Login

Step	Action
1	Click the Confirm your email and complete your registration link in the email you received. Result: You are directed 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

1

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

Result: You are directed 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.

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 invited user can log into the EcoStruxure Machine Advisor Code Analysis and the invited user is directly assigned to your company.

Assign User Role and Projects

Assign user role:

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

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.