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Step 3: Account Configuration


good link never hurt nobody

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With your Edge device connected and data flowing, it’s time to configure your MachineMetrics account. This step ensures your environment is structured to reflect your factory operations and user access is aligned with your team’s roles and responsibilities.

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Why This Matters

Proper account configuration creates the foundation for accurate data interpretation, dashboard clarity, and workflow efficiency. A well-organized account:

• Mirrors your actual plant structure
• Protects sensitive data via role-based access
• Enables operators and managers to act on insights quickly

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Feature Availability

Requirement	Description
Module	Core Platform
Optional Add-ons	None
Real-Time	Yes
Access Level	Champion, IT Admin, Maintenance, Production Supervisors

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Key Concepts

Company Hierarchy Setup

Organize your environment to reflect how your factory is managed:

• Create and name each site (if you manage multiple plants)
• Group machines by department, line, or function using Machine Groups

User Roles & Permissions

MachineMetrics supports granular role-based access:

• Administrator: Full access to all settings and data
• Manager: Access to dashboards, reports, and workflows
• Operator: Shop floor interface only
• Viewer: Read-only access to dashboards

Invite users and assign appropriate roles to ensure data security and usability.

Shift Management

Define the production schedule for accurate OEE and downtime metrics:

• Create shifts with start/end times
• Assign shifts to specific days of the week
• Add special holidays or planned downtime events

MachineMetrics distinguishes between attended and unattended shifts. Attended shifts are those where operators are expected to be present and machines are actively monitored. Unattended shifts, such as overnight or weekend production, can be defined to ensure that metrics like OEE, availability, and downtime are accurately calculated. This configuration helps provide better insight into true performance and enables accurate benchmarking across scheduled time.

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Setup Steps

Access the Admin Settings

• Navigate to the settings gear icon in the upper right corner

Configure Sites and Groups

• Add your factory locations
• Organize machines into logical groupings

Manage Users

• Go to Settings > Users
• Invite new users and select their roles

Set Up Shifts

• Go to Settings > Machine Schedules > Shifts
• Enter your standard production shifts and save

Confirm Access Control

• Review user access levels
• Validate correct role assignments

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Best Practices

• Use clear, consistent naming for machines and groups
• Limit admin access to 1–2 power users for control
• Set up shifts early to avoid skewed performance metrics

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Need Help?

Your MachineMetrics Solution Delivery Manager can assist with account structure decisions and permissions strategy. For more details, visit our Account Configuration Guide.

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