User Management - Roles and Permissions – ClimaVision

| Types of Users

Users	Added By	Roles/ Permissions
Primary Facility Manager	Added during site creation or ownership transferred by a previous Primary Facility Manager	Manages a particular site, has permissions like Visualize building information in Heatmap Create and use heatmap filters Creating, editing, deleting schedules Modifying desired temperatures Altering the tuner values Altering the floor plan Visualizing historized points data in Site Explorer Mute and unmute alert notification Create dashboards of widgets for corresponding buildings Alter the conditioning modes for the system profiles Creating, editing, deleting users
Secondary Manager	Added by Primary Facility Manager	Pretty much has all the permission like the Primary Facility Manager, but cannot add more secondary managers under.
View Only Facility Manager	Added by Primary Facility Manager or Secondary Manager	Able to just visualize the data in the ClimaVision, will not be able to make any edits to the building aspects.
Occupant	Added by Primary Facility Manager or Secondary Manager	Able to visualize the zone data and alter the desired temperature for the zones assigned.

| Types of Installers

Users	Added By	Roles/ Permissions
Primary Installer	Added only during site creation on CCU	Able to access all the same functions as the Primary Facility Manager minus the ability to add or edit users aside from a Secondary Installer. The installer who does the installation for the building can be used for future corrections or repairs. Specific privileges are determined by certification level (see below)
Secondary Installer	Added after site creation in ClimaVision by the Primary Facility Manager, the Primary Installer or the Secondary Installer	Same as the Primary Installer. Specific privileges are determined by certification level (see below)
Installer Certification Levels
Non-Certified Installer	Determined by training level completed	View Only Facility Manager. Able to just visualize the data in the ClimaVision, will not be able to make any edits to the building aspects.
Certified Installer Level 1	Determined by training level completed	Able to access all the same functions as the Primary Facility Manager minus the ability to add or edit users aside from a Secondary Installer.
Certified Installer Level 2	Determined by training level completed	Able to access all the same functions as a Certified Installer Level 1 & Audit Trail Custom Alerts Custom Analytics Custom Parameters Custom Summary Table Energy Configurations Notes (below the heatmap) Remote Takeover of CCU Building Options (Change name/org/timezone or remove CCU) Perform software updates to CCU, CM and System devices
Certified Integrator Level 3	Determined by training level completed	Able to access all the same functions as a Certified Installer Level 2 & Site Manager Site Sequencer

User Management - Roles and Permissions

| Types of Users

| Types of Installers

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