Find out how to set up a new user with a professional email in the Nobi application and learn how the user activates their account for the first time.
3 min task
What
To access the Nobi application, each person must be registered as an individual user. A user with a professional email address signs in using their email and password.
When creating a user, you assign:
A role (manager, user, or technician)
Access to sites / communities or departments
The role determines what the person can see and do and what information they can access. You can learn more about users in the Nobi application here.
If a role is assigned on a higher level, such as at the account level or site / community, it automatically applies to the lower levels like the departments within. You can always adjust this manually if needed.
Why
Each person needs their own Nobi user profile for privacy reasons. Do not use shared accounts.
By assigning the correct role and limiting access to specific sites / communities or departments, you protect resident data. Users only see what is relevant to their responsibilities.
Using a professional email addresses ensures secure authentication and a clear activation process.
Adding a user
Please note that this action can only be completed on the Nobi web application via the User management page. Access to this page is restricted to managers only.
Detailed steps
- From the Dashboard, click on the cog in the top right corner to navigate to the organization menu. You will land on the user management tab.
- Click on + Add to add a new user.
- Enter the user’s first and last name, set Access to Nobi to YES and Has work email to YES, then enter the user’s email address (this will be used to sign in). Select the user’s language and optionally add a phone number—if added, the user will be selectable in the escalation procedure—and a profile image. Once all required fields are completed, click Next.
- Now you can assign the role(s) you want to give this user using the drop down menu. You can add multiple roles to multiple sites / communities, clusters, departments, or the account.
- When you're finish press Done.
- You will then have the optional step of assigning that user a Badge. If you would like to assign the user a badge, click Assign.
- Next, enter the MAC address of the Badge. It can be found on the backside of the Badge.
- When you're finished, click Save.
- The new user will now have a Badge assignment. However, the user will not be able to use the badge until they complete the user creation process below.
- The new user will receive an email with instructions to activate the new account. To activate the account, the new user will need to open the email and click on set password.
- The new user should now fill in the password they want to use to log in and confirm it below, pressing Set password.
- Note, that the new user will also receive a verification code, verifying their registration, depending on if a phone number was provided.
- If logging in on using the Nobi Mobile App, Nobi will ask whether or not to trust this device in the future. Trusting the device will prevent regular authentication checks when signing in.
- After setting their password, the user will be prompted to read the EULA - TERMS OF USE.
- Once the Terms & Conditions have been read, the user can accept them by pressing I agree.
- The new user is now created and signed in. They will now see the Desktop of the site / community they were created in.
Creating more users? Follow our step-by-step guides below to create a user using the following methods:
How to create users without a professional email (phone)
How to create users without a professional email (IP filtering)
How to create a badge only user with access to Nobi
How to create a badge only users without access to Nobi
How to assign a Badge to a user using the Nobi Mobile App
Still need further assistance? Please contact Nobi support.