User accounts for the Opter client

System administrators, dispatchers and other prospective Opter users must be listed as employees and have a user account. If there is a new person, start by adding them as an employee. If the person is already listed as an employee, go directly to step 2.

Step 1: Adding the person as an employee

1. Click on Register > Employees.

2. Click on New and enter the first name and last name. These are the only fields that have to be filled in to create an employee, but additional information may need to be provided at a later stage depending on how the employee will use the system.

3. If the employee you are creating is not a driver, untick the checkbox Driver. Otherwise leave it selected.

Step 2: Create a user account for the employee

You can either create log-in credentials in Opter, or have users log in with Microsoft Entra ID (formerly Azure AD, see Log in with Microsoft Entra ID (formerly Azure Active Directory)). How to create a user account with login credentials in Opter:

1. Click on Settings > Access rights.

2. Click on New in the toolbar to create a new user account.

3. Enter a user name. The username can contain the characters 0-9, a-z and A-Z. So no Å, Ä and Ö, spaces, colons or quotation marks, but full stops are fine.

   Have a pattern for usernames so that they are easy to remember and easy to manage, for example first and last names with a full stop in between.

4. Select which employee is to be connected to the user account in the Employee drop-down list. If the desired person is not listed as an employee, they can be added by clicking on next to the drop-down list.

5. Click on Change password, enter the password with which the user will log in in the two fields and click on Ok. We recommend the use of “strong” passwords.

   The password is case sensitive. If you create the password "Password", users must log in with "Password", "password" does not work.

   When using Opter Cloud, the password must consist of at least 8 characters and contain at least one uppercase letter, one lowercase letter, one number, and one special character (!@#$%^&*?_~-().,).

6. If you use Opter Cloud, select the Remote access checkbox. If it is not selected, the user cannot log into Opter.

7. GIF the user the authorisation they should have either by double-clicking on any of the groups under Available groups to move it to Selected groups, or by right-clicking on individual functions in the tree structure on the right and selecting an authorisation. For more information about access rights, see Setting access rights for users.

See also

• User accounts, overview

• Setting access rights for users

• Log in with Microsoft Entra ID (formerly Azure Active Directory)