EnergyCAP v7 User Roles and Permissions

EnergyCAP v7 is full of new features. One example – User Management – is now smarter, with more available roles and application permissions allowing you to precisely configure each user’s access.


Why new user roles and permissions?

You asked and we listened! These new features are the result of requests from a variety of clients and provide more flexibility and granularity with user management and application access. We also wanted to make roles and permissions easier to understand — so we have added descriptions into EnergyCAP for every default role and permission.



How does a user get access to features in EnergyCAP?

In EnergyCAP v7, every user is assigned to a user role and they receive the permissions associated with their respective role. If you want to make changes to a user’s access, you can either assign the user to a different user role or update the access associated with their assigned user role.


What happens when I log into v7 for the first time? Will my access change?

Any users assigned to standard roles in EnergyCAP v3 (roles that were provided by EnergyCAP as default options in the database) will be automatically assigned to a corresponding v7 user role with similar, but not identical, permissions when they first log into v7.


If a user was previously assigned a “custom” set of permissions or a user-configured role in v3 or the installed client, then they will be automatically assigned to the new v7 DEFAULT ROLE. This role provides limited access. A system administrator can both create new custom roles and reassign users to v7 user roles at any time.


New Roles and Descriptions

A table describing all of the v7 default roles is available here.


New Permissions in EnergyCAP v7

Many new permissions have been added to EnergyCAP v7 to help clarify user access.


Creating New Users and Using new Roles

It is recommended all new users are created in v7. To expedite creating multiple users, a new setup spreadsheet for creating users has been added to v7.

  • Any users created in v7 using the provided user roles (referenced above) will be granted similar permissions in v3.
  • If a user is created in v3 using a standard v3 role, they will automatically be converted to a similar v7 role upon first login. Any users created in v3 using a custom role will be given the DEFAULT ROLE in v7. An administrator can update a user’s role at any time.


Create Custom Roles

Custom roles can be created by a system administrator.


If I change a user’s role in EnergyCAP v3, what happens to their permissions in v7?
Any changes made to an existing user’s role in v3 does NOT impact the user’s role/permissions in v7. The permissions between v3 and v7 are separate — this provides flexibility to a system administrator. For instance, a user can be updated to a read-only role in v3 once their organization has begun using v7 for all processing.

If I change a user’s role in EnergyCAP v7, what happens to their permissions in v3?
Any changes made to an existing user’s role in v7 does NOT impact the user’s role/permissions in v3. The permissions between v3 and v7 are separate — this provides flexibility to a system administrator. For instance, a user can be updated to a read-only role in v3 once their organization has begun using v7 for all processing.


This topic can be reviewed in detail in the EnergyCAP Help Center.


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