Users and roles
Utility Cloud gives you flexible tools to control who can access your billing account and what they can do. Users, security roles, and stakeholder roles work together to make sure everyone has exactly the access they need.
What is a user?
Users represent any individual or system that uses Utility Cloud. Your user is what you use to sign in and do whatever you need to, from completing work to viewing your assets and their history.
Every user is associated with a unique email address and requires at least one account and security role. What you can do in Utility Cloud is determined by the accounts and security rights you're assigned, and to a lesser extent by any role exceptions and stakeholder roles. You can customise your own and others' users to make sure anyone in Utility Cloud can do as much or as little as you need – from full administrator access across your entire billing account down to viewing and completing work in a single account. For more information, see Users.
Security roles and role exceptions
Nearly every action in Utility Cloud is governed by a security right. Rights are assigned to users in groups through security roles, or individually as role exceptions. Common security role groupings include administrators who configure the billing account, dispatchers who review and assign work, and field workers who perform it. If an individual user's needs don't fit neatly into an existing security role, you can add rights as role exceptions to cover the gap. For more information on creating and managing security roles, see Security roles. For more information on assigning roles and exceptions to users, see Users.
Stakeholder roles
Stakeholder roles let you define a user's association with a specific object in Utility Cloud – such as an account, asset, asset class, workflow, or work schedule. When a user is assigned as a stakeholder on an object, they receive emails and notifications related to it. For more information, see Stakeholder roles.