Adding an External User

An external user is a person who is not set up with login credentials for PCS Axis in User Management (Tools > User Management). The following procedure explains how to add an external user as a recipient of one or more email reports.

Complete the following steps:

1	Click Tools > Email Notification to open the Email Notification window.

2	Click Add External User. Type the user’s First Name, Middle Initial (optional), and Last Name in the respective fields located in the center panel of the window (Figure 12-4).

Note: Clicking the toggle button in the information bar displays information related to required property settings.

Figure 12-4. Recipients / Add External User

3	Click Add Email to open the Add Email Address dialog box. Type the user’s email address in the Email Address field and then click OK. Repeat this step as needed to add another email address (Figure 12-5).

Figure 12-5. Add Email Address

4	Click the toggle arrow in the Hierarchy panel to view a list of pipeline segments in the hierarchy. Click the check box for each pipeline segment you want to assign to the user (Figure 12-6).

Assigning pipeline segments to the external user allows PCS Axis to send email reports with data only for those pipeline segments assigned to the external user.

A check mark inside the check box indicates a selection. To clear a selection, click the check box to remove the check mark.

5	Click Save to save changes.

The Email Address panel displays all email addresses set up for a user selected in the center panel (Figure 12-6).

Figure 12-6. Recipients / External User