Overview
Guidewheel works best when your entire team has access. Admins can create user accounts for operators, managers, engineers, and others so they can log in, receive alerts, and interact with the system at the appropriate permission level.
Prerequisites
Admin permissions in Guidewheel
User details ready (username, contact info, role, and access requirements)
Step-by-Step Instructions
Go to Settings.
Select Configurations.
Click Users.
Existing users will be listed here.
Use the Actions menu on the right-hand side to edit or remove current users.
Click the + button to add a new user.
Complete the required fields:
Username
Password (12 characters minimum)
Company
Role (see details below)
Assign the correct role:
Recipient: Can log in but only receive reports/alerts (no data access).
Engineer: Can tag and comment on issues (typical for operators).
Manager: All Engineer permissions, plus ability to delete issues if needed.
Admin: Full permissions, including configurations and settings.
Enter the user’s phone number (SMS or WhatsApp) and email address.
(Optional) Restrict access by device group if the user only needs visibility into a subset of machines.
Set a default access level (which devices they see by default).
Click Save.
Important: When you create a user, they will not automatically receive login details. Be sure to share the username and password with them directly and guide them through updating their password during first login.
Tips & Best Practices
Use consistent naming conventions for usernames (e.g., first initial + last name).
Assign the least-privilege role necessary for the user’s work.
For operators, restrict access to only their machines to simplify their experience.
Keep user accounts up to date—remove inactive employees promptly.
Troubleshooting
Symptom: New user can’t log in.
Fix: Confirm their username/password was shared correctly, and ensure their role and access were set.Symptom: User isn’t receiving alerts.
Fix: Verify that a valid phone number and email address were entered, and that they are assigned to receive alerts.