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Editing a Site User |
  
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Editing a Site User
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Editing a Site User |
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Overview
You can edit several details of a site user in his "User Details" page. See To Edit a Site User Profile below.
You can also enable or disable a site user. This can be done in the "User Management" page and in a user's details page.
See To Enable/Disable a Site User in the "User Management" Page and/or To Enable/Disable a Site User in a "User Details" Page.
To Edit a Site User
Step-by-step
1. Click 
(in the "Control Panel" section) and, in the resulting row below, select 
to open the "User Management" page.
2. Use one of the following methods to open the intended site user's details page:
•Click the name of the intended site user (displayed in light blue). This opens the details page in view mode.
•Select the intended site user by checking the corresponding 
and, then, click 
. This opens the details page, automatically, in edit mode.
3. If the "User Details" page is in view mode, click to set it to edit mode. If the page is already in edit mode, proceed to step 4.
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4. Edit the left panel and/or the "User Access"/"Security" tabs as required:
Left Panel
If required, edit the available fields in the "Parameters" and/or "Custom Fields" section. The fields marked with an asterisk are mandatory, meaning, they must always contain information.
If the "Custom Fields" section is hidden, click the arrow to the right to expand its content.
"User Access" tab
The fields available in this tab depend on the user's role and must contain information after your edition.
Role * |
Maintain or select a different role from the drop-down. If the selected role is "custom user", you have the added possibility to edit this user's access rights (the access rights for all other roles are predefined/non-editable). See Access Rights Editing (Custom User). |
Site(s) |
Maintain or select a different site or sites from the drop-down: ▪Click For more details on this window, see Details on the Site Selection window. ▪If you want to remove an assigned site, click the
▪As an alternative to this single site deletion, you can bulk delete all sites: a. Click the check box to the right of the "Name" column to select all sites at once. b. Click
If the section is hidden, click the arrow to the right to expand its content:
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Module Access Rights * |
This section is always adapted to the user role selected in the previous drop-down.
ONLY the sub-module(s)/access rights attributed to a custom user can be edited. The access rights of the other user roles - site supervisor, MDM manager, device manager, operator manager, deployment manager, configuration manager - are predefined and CANNOT be edited.
To edit the access rights of a custom user, see Access Rights Edition (Custom User) below.
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ONLY the custom user's rights can be edited - that means, you can decide which of the listed operational sub-modules the custom user can access and which actions he can perform within each sub-module. The access rights defined in the "Module Access Rights" section apply to all the sites the custom user is associated to.
If this section is hidden, click the arrow to the right to expand its content.
To Remove Current Access Rights
Use one of the following methods to remove access rights from the "Module Access Rights" section:
▪Click the
▪Execute a Bulk Deletion: a. Check the box next to the "Name" column so all listed sites are selected (this activates the b. Click c. Confirm the deletion by clicking the resulting
To Add/Edit Access Rights
1. Click
2.Check/uncheck the intended sub-modules. For more details on this window's available options, see Details on the Sub-Module Selection window.
3. Click
4. If required, open the drop-down in the "Rights" column for each listed sub-module and add/remove rights to the default ones by checking/unchecking the corresponding check box. You can use the search box to look for a specific right. Close the drop-down by clicking outside its box or the X button.
The rights you define here for the custom user will be applied to all the sites this custom user is associated to.
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If a password reset is required, click the "Ask for a Password Change" link - this will trigger a request to the site user to change his password - and confirm your choice in the resulting window. See Forced Password Reset.
Once this link is clicked, the current password is no longer valid and the user will NOT be able to log in to the MCL-Mobility Platform site until he resets the password.
The user's status is automatically changed to "Pending Password Request".
Be aware that ONLY a user can set up his own password. You can only trigger a password reset procedure in this page.
Maintain or edit your choices for Two-Factor Authentication:
Two-Factor Authentication |
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SMS |
Only active if the user has a defined mobile phone number. Check this option if you want the user to have the possibility to use the SMS method to receive the required code for the login. |
Check this option to give the user the choice to receive an email with the required code for the two-factor authentication login. |
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Authenticator Application |
Check this option to allow this choice to the user in case he wants to use the code provided by an authenticator application to log in to MCL-Mobility Platform. |
It is also possible to have all options unchecked. As a result, Two-Factor Authentication will NOT be applied to the current user, he will ONLY use his username & password to log in to the site.
4. Once you have edited the required fields in the left panel and/or the tabs, click 
to apply the modifications.
This pop-up window provides a list of sites you can assign to a user. All roles must have, at least, one site assigned to them. Only account administrators and site managers have access to the "Users" sub-module. If a site manager opens this window, the listed sites that he manages will be grayed out.
Available options:
•Use the
•Enter a site related value in The list will automatically change according to the search. To end the search, empty the search box OR click The search will ONLY apply to the currently displayed list.
•Use
•Click
•Click
•Use
•Use the options included in the header of each column to organize/filter the listed items:
Example:
Make sure the defined rules do NOT conflict with each other because it could lead to an empty view.
If required, click You can use the
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This pop-up window provides a list of the sub-modules you can assign to a custom user. All the other roles have predefined access rights that cannot be edited so this pop-up window is not available to them. To open it, you must have the custom user's details page set to edit mode and click the
Available options in the sub-module selection pop-up window:
•Enter an access right related value in The list will automatically change according to the search. To end the search, empty the search box OR click The search will ONLY apply to the currently displayed info.
•Use
•Click
•Click
•Use
•Use the options included in the header of each column to organize/select/filter the listed items:
Example:
Make sure the defined rules do NOT conflict with each other because it could lead to an empty view. If required, click You can use the
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To Enable/Disable a Site User in the "User Management" Page
A site user can have one of 4 statuses - "Enabled", "Disabled", "Pending" or "Pending Password Request" (the last 2 statuses are managed by the system).
This operation can only be applied to site users with an "Enabled" or "Disabled" status.
If you change a user's status to "Disabled", he will NOT be able to access MCL-Mobility Platform until you change it back to "Enabled".
Step-by-step
1. In the Site Dashboard's "Control Panel", click and, in the resulting row, select 
.
2. In the "User Management" page, select the user(s) whose status you want to change by checking the corresponding 
.
If you want to perform a bulk status change, make sure that all the selected users have the same status, meaning, they must all have an "Enabled" or a "Disabled" status. Otherwise, the 
button will NOT activate.
3. Click . The ensuing "Change Status for ..." window will be adapted to the current status of the selected user(s).
Current Status = "Disabled" |
Current Status = "Enabled" |
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4. Check the option that represents the opposite status to the current one and click 
which is, now, active.
The status changes are immediately applied to the selected user(s).
To Enable/Disable a Site User in a "User Details" Page
You can enable/disable a site user whenever necessary as long as his status, at the time, is NOT "Pending" or "Pending Password Request" because these 2 statuses are managed by the system and relate to the setup/reset of the user's password (the Status Change button is deactivated).
If you change a user's status to "Disabled", he will NOT be able to access MCL-Mobility Platform until you change it back to "Enabled".
Step-by-step
1. Open the "User Details" page of the user whose status you want to change.
2. Confirm the user's current status. You can only execute the alteration if the user is currently "Enabled" or "Disabled".
The status is displayed in the left panel, below his username.
OR 
3. Click and, then, change the user's status in the ensuing window:
User's Current Status = "Disabled" |
User's Current Status = "Enabled" |
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4. Check the option that represents the opposite status to the current one and click which is, now, active.
The status changes are immediately applied to the selected user.
and select one or more sites in the ensuing 
.
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buttons to filter the site list according to qualification. 
to be searched in the displayed list. 
.
to open a drop-down with the available columns and check/uncheck the columns you want to expose/hide.
to refresh the window's information.
Use this button to filter the column info based on specific rules/conditions. The available conditions are adapted to the info the column is meant to provide.
, fill in the corresponding fields and click 
