Creating A New User; Assigning Roles To Users; Creating A New Role; Setting Password Requirements - Trane IntelliPak with Symbio 800 Programming Manual

Symbio™ UI

Creating a New User

Note: For more detailed instructions on creating a new user, click the help icon in the global
To create a new user:
1. From the global navigation bar, select Admin > Users.
2. Click the Create User button.
3. Enter the user's personal information, and click Next.
4. On the Preferences page, determine how certain attributes on the Symbio™ 800 user interface
5. On the Data Display Units Preference page, determine the unit type in which data will be
6. On the Data Display Units Preference page, determine the preferred display units. Click Next.
7. On the summary page, review your selections. Click Finish to save the new user.

Assigning Roles to Users

1. From the global navigation bar, select Admin > Users.
2. Click the role name to open and review details about the role.
3. To assign a role to a user(s), click the box to the left of the user name, then click Actions... >
4. Using the pull down menu select a new role for the user, then click Change Role.

Creating a New Role

1. From the global navigation bar, select Admin > Roles.
2. Click the role name to review details about existing roles. Click the Create Role button to create
3. Enter role information including Role Name, Description, Base Role, and Maximum Override
4. For the Equipment Permission, specify the Permission Granted for working with Points. Points
5. Application Permissions page provides the ability to customize the new role. When finished,
6. Function Access page allow selections the performing Backup, Installation and service,
7. Use the Summary page to review full details of the new role. Click Previous to go back and edit

Setting Password Requirements

To set password requirements:
1. From the global navigation bar, select Admin > Security.
2. Set password requirements:
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navigation bar within Symbio™ UI.
will display. Click Next.
displayed. Click Next.
Change Role.
a new role.
Priority, and click Next.
a. Base Role selection is the starting point for creating a new role.
are the interface used for BACnet
click Next.
Restore, Audit log. When finished, click Next.
selections for new role. Click Finish when ready to save the new role. Click Cancel to discard
role and settings.
• Password Requires Mixed Case — Must contain at least one lower case or upper case letter.
• Password Requires Number — Must contain at least one number.
• Password Requires Symbol — Must contain at least one symbol such as %, $, #, @.
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, MODBUS , and LonTalk
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communication. Click Next.
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