Adding a Site User

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Adding a Site User

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Overview

 

Only the account administrator or the site's site manager can create Site Users and attribute the necessary access rights.

 

Step-by-step

 

1. Click System Button (in the Control Panel section) and, in the resulting row below, select Site Users Sub Module Button to open the "Site Users" page.

 

Site_Users1

 

2. Click Add Site User Header Button to open the "New Site User" page which is already set to "edit mode".

 

Site_Users11

 

3. Define the site user's properties in the "Properties" tab by filling in the available options. Ensure that the mandatory fields (marked with an asterisk) have information.

 

Field

Description

Role *

Select the new site user's role ("Site User" or "Filebox User") from the drop-down list.

If you select the "Filebox User" option, proceed to step 10 because there will be no access rights available in the "Access Rights" tab. This role does NOT have access to the Site Dashboard, it is ,exclusively, for external systems to access the private Filebox space via web services.

Login *

Enter the new site user's login. Depending on the role you selected for the new site user, this login will provide access to the Site Dashboard (site user with a "Site User" role) or the private filebox (site user with a "Filebox User" role).

First Name *

Enter the new site user's first name.

Last Name *

Enter the new site user's last name.

Email *

Enter the new site user's email.

Phone

Enter the new site user's phone.

Password *

Define the new site user's password.

 

NoteConsider the following when creating a password:

The password must have a minimum of 5 characters and can have up to 40 characters.

The password CANNOT be the same as the login.

Repeat Password *

Repeat the new site user's password (security feature).

Language

Select the new site user's language from the drop-down list. The options made available are selected in the "Site Details" page.

See Site Details - Languages tab.

Notes

If relevant, add notes about the newly created site user.

 

4. Go to the "Access Rights" tab.

 

NoteIf you selected a "Filebox user" role, proceed to step 10 because there will be no access rights available in the "Access Rights" tab. This role does NOT have access to the Site Dashboard, it is, exclusively, for external systems to access the private Filebox space via web services.

 

Site_Users12

 

5. Click Add Access Rights button to define which sub-modules the site user will have access to.

 

Site_Users13

 

6. In the resulting window, select the required sub-module(s) by clicking the corresponding Check box.

 

If necessary, use search box to filter the displayed information.

 

a. Enter what you want to search for.

b. Click lupa button or press <ENTER> in your PC keyboard to initiate the search.

c. To conclude the search operation, empty the search box and click lupa button or press <ENTER> in your PC keyboard.

 

7. Click Add Access Rights button2 to apply OR cancel gray button to abort.

 

Site_users12a

 

8. If you want to delete any of the added access rights, click the corresponding Button_Delete. If it is not required, proceed to step 9.

 

9. Depending on the tasks you want the site user to be able to perform in the available sub-modules, check/uncheck the necessary options in the active columns ("Create Access"; "Update Access"; "Delete Access" and "Advanced Access").

 

Site_users12b

 

The following table displays the operational effects of checking/unchecking the available options:

 

Sub-module

Available options/fields

Read Access

Create Access

Update Access

Delete Access

Advanced Access

Applications

This sub-module becomes available in the Applications module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can add applications. The "Add Applications" button is available in the "Applications" sub-module.

The Site User can edit application details. The "Edit" button is displayed in the "Applications" sub-module.

The Site User can delete existing applications.

The "Delete" button becomes available in the "Applications" sub-module.

N/A

Operators

This sub-module becomes available in the Operators module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can create operators. The "Add Operators" button is available in the "Operators" sub-module.

The Site User can edit operator details. Several buttons become available in the "Operators" sub-module:

The "Edit" button

The "Move Operator" button

The "Copy Operator" button

The "Change Status" button

The Site User can delete existing operators. The "Delete" button becomes available in the "Operators" sub-module.

The Site User can create a "custom speech profile" for an operator and reset an adaptation performed by an operator - adaptation reset is only available for operators running MCL Voice V3 applications.

 

Operator Groups

This sub-module becomes available in the Operators module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can create operator groups. The "Add Operator Group" button is available in the "Operator Groups" sub-module.

The Site User can edit operator group details. The "Edit" button is displayed in the "Operator Groups" sub-module.

The Site User can delete existing operator groups. The "Delete" button becomes available in the "Operator Groups" sub-module.

N/A

Speech Profile

This sub-module becomes available in the Operators module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can create speech profiles.

The "Add" button is available in the "Speech Profile" sub-module.

The Site User can edit speech profile details. Several buttons become available in the "Speech Profile" sub-module:

The "Edit" button

The "Set as Default" button

The "Apply Profile" button

The Site User can delete existing speech profiles. The "Delete" button becomes available in the "Speech Profile" sub-module.

N/A

Filebox

This sub-module becomes available in the System module of the Site Dashboard's "Control Panel".

There will be an additional "Filebox" related field in the "Device Group Details" and "Operator Group Details" pages.

The Site User views the available module.

Default/Non editable option.

The Site User can create folders. The "Create Folders" button is available in the "Filebox" sub-module.

The Site User can edit filebox details. Several buttons become available in the "Filebox" sub-module:

The "Edit Properties" button

The "Move" button

The Site User can delete existing filebox folders/files.

The "Delete" button becomes available in the "Filebox" sub-module.

N/A

Devices

This sub-module becomes available in the Devices module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can add devices. The "Add Devices" button is available in the "Devices" sub-module.

The Site User can edit device details. Several buttons become available in the "Devices" sub-module:

The "Edit" button

The "Move" button

The "Change Status" button

The "Repair" button

The "Wipe" button

The Site User can delete device entries.

The "Delete" button becomes available in the "Device" sub-module.

N/A

Device Groups

This sub-module becomes available in the Devices module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can add device groups. The "Add Device Group" button is available in the "Device Groups" sub-module.

The Site User can edit device group details. The "Edit" button is displayed in the "Device Groups" sub-module.

The Site User can delete device groups. The "Delete" button becomes available in the "Device Groups" sub-module.

N/A

Configurations

This sub-module becomes available in the Applications module of the Site Dashboard's "Control Panel".

The Site User views the available module.

 

Default / Non editable option.

The Site User can create configurations.

The "Add Configuration" button is available in the "Applications" sub-module.

The Site User can edit configuration details. The "Edit" button is displayed in the "Configurations" sub-module.

The Site User can delete  configurations. The "Delete" button becomes available in the "Configurations" sub-module.

N/A

Servers

This sub-module becomes available in the Operators module of the Site Dashboard's "Control Panel".

The Site User views the available module.

Default/Non editable option.

The Site User can add servers. The "Add Servers" button is available in the "Devices" sub-module.

The Site User can edit server details. Several buttons become available in the "Servers" sub-module:

The "Edit" button

The "Change Status" button

The "Download License" button

The Site User can delete existing servers. The "Delete" button becomes available in the "Servers" sub-module.

N/A

Deployments

This sub-module becomes available in the Applications module of the Site Dashboard's "Control Panel".

There will be additional deployment related buttons in the "Configurations" page ("Assign to Group" button) and in the "Device Groups" page ("Change Config" button.

The Site User views the available module.

 

Default / Non editable option.

The Site User can create deployments. The "Add Plan" button is available in the "Deployments" sub-module.

N/A

 

Deployments are not editable

The Site User can delete deployment plans. The "Delete" button becomes available in the "Deployments" sub-module.

N/A

Remote Control

This tool becomes available as a button in the Device Details page.

The Site User views the tool button in the Device Details page.

 

Default / Non editable option

N/A

N/A

N/A

N/A

CoPilot

N/A

N/A

N/A

N/A

N/A

N/A

 

10. Click Confirm button to conclude.