Managing users | Treon Knowledgebase

Activate your Treon Connect account

Mon, 01 Jan 0001 00:00:00 +0000

Introduction

In order to use Treon Connect, you first have to activate your account.

Account activation is done exclusively through the Treon Connect web application.

Once your account is activated, you can use your credentials to access both the Treon Connect web and the Treon Connect mobile app.

Video Tutorial

Step-by-Step Instruction

Step 1: Receive Welcome Email

Initially, the Treon Connect administrator in your organization will create your account.

You will then receive an invitation to join Treon Connect via email.

If you don’t see the email, please check your spam folder. If needed, your administrator can resend the invitation to you via email.

Step 2: Click Link

To proceed, click the “Set up your new account” link in your invitation email.

Your browser will now automatically open a new window displaying the Treon Connect Welcome page.

Step 3: Choose Password

Please create a password for your Treon Connect account in the “New Password” field.

Choose a secure password that includes a mix of letters, numbers, and special characters.

Re-enter the same password in the “Confirm Password” field.

Step 4: Confirm Account

Click the SET PASSWORD button to save your new password and activate your account.

Your password has been successfully saved. Click the BACK TO LOGIN button to continue to the login screen.

Step 6: Log into the Account

This is the login screen for your Treon Connect instance.

Please enter your email address and the password you selected. Click the LOGIN button to access your Treon Connect account.

You have now successfully Treon Connect account!

You can use your new Treon Connect user credentials to log in via the Treon Connect web application and the Treon Connect app.

Troubleshooting

Error: I have not received the Welcome email

Check your Spam folder to see if the email is there.
In case the email cannot be found, ask your organisation's IT administrator to re-send the Welcome email.

Inviting new users to Treon Connect

Mon, 01 Jan 0001 00:00:00 +0000

When provisioning a new user account, the selected role defines the scope of access and operational permissions granted within the system.

Accessing the Access management app

Log in to your Treon Connect account.
From the main menu, click the Access app icon.

You will see two main sections in the left-side menu:

Users – View and manage all registered users.
Roles – Create and modify user roles and access levels.

Inviting new Users

To invite new users into your Treon Connect environment follow these steps:

Navigate to the Users tab in the left-side menu.
Click the Invite User button in the top-right corner.
In the pop-up window:
- Enter the full name and the email Address of the user you would like to invite.
- Select a Role from the dropdown menu.
Click Send Invite.

The invited user will now:

Instantly receive an email invitation in his inbox.
The invitation email contains a button to click.
The link will open a Treon Connect page in the browser.
The invited user will set up a password here.
The new user can log in and use Treon Connect right away.

Troubleshooting

Error: The invited user has not received an invitation email.

Please make sure the invitation email is not in a spam folder, or blocked by the invited user's mail server.

Error: The link in the invitation email does not work.

Please make sure that the web address of your Treon Connect environment is not blocked by the browser.

Working with roles in user access management

Mon, 01 Jan 0001 00:00:00 +0000

User Roles determine the access permissions for each Treon Connect user account.

All Roles are built on the Groups defined in the Groups menu. Based on your configuration, you can create Roles that grant access to any group or sub-group, or a combination of these.

This structure allows you to assign Roles with access to the data of only specific sites.

Accessing the Access management app

Log in to your Treon Connect account.
From the main menu, click the Access app icon.

You will see two main sections in the left-side menu:

Users – View and manage all registered users.
Roles – Create and modify user roles and access levels.

Types of user Roles

Treon Connect supports three types of user roles:

Role Type	Description
Admin Account	Full access to all features. Only Admins can invite new users.
User Account	Limited access. Permissions can be customized per application or feature.

ℹ️ All newly created Roles are considered User Accounts by default.

Creating a new Role

To define a custom role with specific access:

Go to the Roles tab.
Click Create New.
Enter a Role Name.
Select the applications or features this role should have access to.
Specify the required permissions for the role (Full, Read-Only, No Access).
Click Save.

Permission Type	Description
Full Permissions	The user with this Role will have access to all data and can make changes to the configurations of these Groups.
Read-Only	The user can only access the data, but not make any changes in the configurations of these Groups.
No Access	The user has no access to these Groups and will not see them in their accounts.

When creating a new Role, you can determine the user permissions for each group and its sub-groups individually, creating a unique set of access permissions for this Role.

Editing an existing Role

To modify permissions for an existing Role:

In the Roles tab, select the role you want to edit.
Use the checkboxes or dropdowns to adjust access to specific applications and permissions.
Click Save.

🔄 Changes will apply to all users which have this Role assigned.

Display and export a list of users

Mon, 01 Jan 0001 00:00:00 +0000

As a Treon Connect admin user, you can use the list of users to find and manage specific users.

Accessing the Access management app

Log in to your Treon Connect account.
From the main menu, click the Access app icon.

You will see two main sections in the left-side menu:

Users – View and manage all registered users.
Roles – Create and modify user roles and access levels.

Filtering and searching for Users

To locate specific users follow these steps:

Navigate to the Users tab in the left-side menu.
Click the Filters button in the top menu.
A new window filter options will pop up. Use the Columns fields to narrow results by:
- Name: filter by user names
- Email: filter by user email addresses
- Roles: filter by user roles
- Last Activity: filter by time the user last used Treon Connect
The Operators let you define the condition for the Column filters:
- contains: contains at least partly
- equals: is exactly the same as
- starts with: the beginning of the value matches
- ends with: the end of the value matches
- is empty: contains no value
- is not empy: contains any value
- is any of: contains any of these values
The Value contains the filter value defined by Columns and Operator.
You can combine mutiple filters with Add Filter.

Alternatively, you can use the Search bar on the top right side for quick searches.

Exporting the list of Users

In order to export the whole list of users, or a filtered list of users, follow these steps:

Log in to the Treon Connect web application.
Navigate to the Access section in the Control panel on the main page.
Click the Users tab in the left-side menu.
Click the Export button in the top menu.
Choose your preferred format* to download the user list:
- CSV: downloads the user list as CSV file (.csv).
- Excel: downloads the user list as Excel file (.xlsx).
- Print: prints the user list with one of your installed printers.

📁 You can export either the full list or a filtered subset.

How to remove a user account

Mon, 01 Jan 0001 00:00:00 +0000

Removing a user delete the user account including all permissions permanently.

Accessing the Access management app

Log in to your Treon Connect account.
From the main menu, click the Access app icon.

You will see two main sections in the left-side menu:

Users – View and manage all registered users.
Roles – Create and modify user roles and access levels.

Removing the User account

To delete individual user accounts follow these steps:

Navigate to the Users tab in the left-side menu.
In the Users tab click on the user’s name you would like to remove.
A new window Edit User will open with the following options:
- Reset Password
- Delete
- Save
- Close
Choose Delete.
A confirmation windows Delete User? will pop up. Choose Delete User to continue.
The user account has now been removed.

⚠️ Removing a user is permanent and cannot be undone. In order to create the user account again, you need to send a new user invitation to the email address connected to the original user, and set up all the original user permissions.

Managing users | Treon Knowledgebase

Activate your Treon Connect account

Introduction

Video Tutorial

Step-by-Step Instruction

Step 1: Receive Welcome Email

Step 2: Click Link

Step 3: Choose Password

Step 4: Confirm Account

Step 5: Back to Login

Step 6: Log into the Account

Troubleshooting

Inviting new users to Treon Connect

Accessing the Access management app

Inviting new Users

Troubleshooting

Working with roles in user access management

Accessing the Access management app

Types of user Roles

Creating a new Role

Editing an existing Role

Display and export a list of users

Accessing the Access management app

Filtering and searching for Users

Exporting the list of Users

How to remove a user account

Accessing the Access management app

Removing the User account