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Introduction
This article will guide you through the first steps when you are invited to join the Calculus Portal.
There are different types of users with different permissions. If you do not have the appropriate permissions, you may not be able to use some of the features mentioned in this article.
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Register and log in
Follow the steps on the First Time Logging Inpage . If you have questions or problems about logging in, you can find more information on the How do I log in to the Calculus portalpage.
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Manage your company account
You can change your company’s information by going to the companies page.
The companies menu is located on the navigation menu on the left side of the screen.
1. Select your company.
2. Change the name and address and press Save at the bottom right.
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Safeguarding your account
In the settings page, you can manage your account's security settings.
We recommend that every user of the Calculus portal activate two-step verification .
This is an extra step you must go through every time you login, and helps protect your account should your password be stolen.
For more information about two-step verification and how to enable it, please see the page How do I manage my security settings?.
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Navigation in the portal
Navigation on the portal is mostly done via the menu on the left, for more info on the content of the menu bar, please read the relevant article .
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Inviting users into the company
When you add a user to the company, you can determine to what extent this new user can perform actions in the portal. We do this using user rights.
This reduces the security risk and allows you control over what is being done.
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Manage projects
You can create a project to collect and display related data. A project does this using assets, dashboards, alerts, diagrams, images,... that are bundled together. These concepts are explained in the following sections.
How do I create a new project?
Users invited at the project level only have access to this project. This prevents a new user from having access to all of your company's projects.
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Adding gateways to your company
A gateway is a device that collects data from one or more sensors, then sends it to the portal.
Based on this data, you can create dashboards in which the data is structured and neatly presented for monitoring purposes.
How do I register a new gateway in my company?How can I configure a gateway?
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Manage assets
In the portal, we use the term “assets.” This is a name for the devices (one or more together in an asset) whose data you wish to obtain, for example CO2 meters, pumps or generators.
Assets receive their data from gateways, which aggregate the measurements from these devices and send it to the portal.
In each asset, there is a tab called datasources. In a datasource, you select the device that will provide data to this asset. An asset can contain multiple datasources.
Understanding the assets page.
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Building a Dashboard
A dashboard visualizes the measurements of your assets and are fully customizable, allowing you to design them to your liking.
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Widgets
A widget is a simple graphic element that:
- displays information.
- Performs an action, such as changing the room temperature.
How to edit a dashboard and add widgets?