Granting Access to Data for External Vendors
Fluid Life customers can allow their external vendors (i.e. equipment OEM’s, oil suppliers, etc.) to have access to their results. This would allow them to view test results on the web portal, and also receive email notifications on new samples.
Fluid Life’s policy around access to results is as follows:
- The customer that pays for the testing owns the data.
- All requests for access to the data should be directed to a customer contact with admin permissions or Fluid Life (with written permission from customer)
Customer contacts with administrative permissions:
- Have visibility to all vendor contacts with access to results
- Can add or remove access to individual vendor contacts as needed
- Can setup data filters to restrict vendor access (i.e. specific accounts, unit areas, equipment types, or oil brands)
To Add a Vendor Contact
- From the main menu, select “Account”
- Select “Administration” – this option is only available to individuals with Administrative permissions
- Select “Manage Users”
- Select “Add User” button found at the bottom left of the screen
- Type in the new user email, click “Next” and “Yes”
- Configure the new user account and select the Customer, Unit Area, and Unit Type they can view by selecting the “Data Filters” tab (this will limit the data sets this user has access to)
- Click “Send Invitation”
Deleting Users
- From the main menu, select “Account”.
- Select “Administration” – this option is only available to individuals with Administrative permissions.
- Select “Manage Users”.
- Select the user you want to delete.
- Click “Delete” at bottom of screen.
Requesting Access
Vendor Contacts who would like to request access:
- Please contact your customer contact with administrative permissions in the myLab portal to be set up in the system
- If assistance is needed, please contact Fluid Life at 877-962-2400
- NOTE: Fluid Life can set this up, but would require written permission from the customer admin contact.
Additional Resources
Article: Managing Users