Editing a User

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Editing a User

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Overview

 

Some user details are editable - this is performed in the user's details page. See To Edit a User below.

You can also modify the user's status (depending on current status). This can be performed in the "User Management" page and in a user's details page.

See To Enable/Disable a User in the "User Management" Page  and/or To Enable/Disable a User in a "User Details" Page.

 

 

To Edit a User

 

Step-by-step

 

1. Click Set Up Button and, then, Users Button to access the "User Management" page.

 

User Management Page_Account

 

2. Use one of the following methods to access the details page of a particular user:

 

•Click the username of the intended user (it is displayed in light blue) to open the corresponding "User Details" page and, then, click Edit Button_Header to set the page to edit mode.

 

User Details Page View Mode

Orange Arrow

 

 

 

Orange Arrow

 

 

 

Orange Arrow

User Details Page Edit

 

•Select the intended user by checking the corresponding Check box_New and, then, click Edit Button_Header. The user's details page opens in edit mode.

 

User Details Page Edit

 

3. 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 Edition (Custom User).

Site(s) *

This section is available to all user roles except for the account administrator who has full access to the account/sites, by default.

If the section is hidden, click the arrow to the right to expand its content:

 

User Sites 2_Arrow

 

Maintain or select a different site or sites from the drop-down:

▪Click Add button Report Sharing , select one or more sites in the ensuing site selection window and click Add Button_Active Blue to apply.

For more details on this window, see Details of the Site Selection window.

▪If you want to remove an assigned site, click the Delete button site_module button attached to that site and, then, Confirm red button small.

 

▪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 Bulk Delete_Button_Conf Value (this button only activates after the bulk selection) and, then, confirm the deletion by clicking Confirm red button big.

Module Access Rights *

This section is available to all user roles except for the account administrator/site manager roles who have full access to the account/assigned site(s), by default.

If the section is hidden, click the arrow to the right to expand its content:

 

Module Access Rights_Arrow

 

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.

 

 

hmtoggle_plus1Access Rights Edition (Custom User)

 

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.

 

Module Access Rights_Arrow

 

To Remove Current Access Rights

 

Use one of the following methods to remove access rights from the "Module Access Rights" section:

 

▪Click the Delete button site_module button attached to the site you want to delete and, then, Confirm red button small to confirm the action.

 

▪Execute a Bulk Deletion:

a. Check the box next to the "Name" column so all listed sites are selected (this activates the Bulk Delete_Button_Conf Value button);

b. Click Bulk Delete_Button_Conf Value ;

c. Confirm the deletion by clicking the resulting Confirm red button big button.

 

To Add/Edit Access Rights

 

1. Click Add button Report Sharing to open a list of the available sub-modules for this user role.

 

Select Modules 01

 

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 Add Button_Active Blueto apply.

 

User Access Tab_Custom User2_AD

 

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.

 

User Access Tab_Custom User3_AD

 

Note

The rights you define here for the custom user will be applied to all the sites this custom user is associated to.

 

 

NoteMake sure you save your edition by clicking Save Button_Header before exiting the current user's details page.

 

 

"Security" tab

 

User Details Page Security tab Edit

 

If a password reset is required, click the "Ask for a Password Change" link - this will trigger a request to the 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 account/site until he resets the password.

The user's status is automatically changed to "Pending Password Request".

 

NoteBe 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

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.

Email

Check this option to give the user the choice to receive an email with the required code for the two-factor authentication login.

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 password to log in to the account or site.

 

4. Once you have edited the required fields in the left panel and/or the tabs, click Save Button_Header to apply the modifications.

 

 

hmtoggle_plus1Details of the Site Selection window

 

This pop-up window provides a list of sites so you can assign sites to a user.

With the exception of the account administrator (who must have full access to the account), all the other roles must have, at least, one site assigned to them.

There are 2 versions of this site selection window - the window for the site manager also includes a "Managers" column to indicate how many site managers each of the listed sites have.

 

Site Selection window for the Site Manager

Site Selection window for Other User Roles

New User_Select Sites Window_SM

New User_Select Sites Window_M

 

Available options:

 

•Use the Site Selection Window_Qualif. Buttons buttons to filter the site list according to qualification.

 

•Enter a site related value in Search Box 1_Newto be searched in the displayed list.

The list will automatically change according to the search. To end the search, empty the search box OR  click Tools Clear Filter.

The search will ONLY apply to the currently displayed list.

 

•Use Tools Downloadto export a list of the displayed sites.

 

•Click Tools Show_Hide Columnsto open a drop-down with the available columns and check/uncheck the columns you want to expose/hide.

 

•ClickTools Clear Filter to clear all active filters at once in this pop-up window.

 

•Use Tools Refresh Page to refresh the window's information.

 

•Use the options included in the header of each column to organize/filter the listed items:

 

Column Header_Ordering Click this button to order the items in ascending/descending order (ex: A to Z/Z to A). You must hover the column's name to make it visible.

 

Column Header_Filter Rules 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.

Example:

 

I. Click Header hovering filterto access the Rules window and select the desired condition from the drop-down (ex: "Contains").

II. Enter the string to be searched (ex: "London") and click Apply button Reports.

III. If you want to add a second rule (= condition + search string), instead of clicking Apply button Reports, click Add Rule button 2, fill in the corresponding fields and click Apply button Reports.

Rules Window_Site Selection1_AD

Rules Window_Site Selection2_AD

Rules Window_Site Selection3_AD

 

 

Note

Make sure the defined rules do NOT conflict with each other because it could lead to an empty view.

 

If required, click Remove Rule_Button 2 to clear the corresponding rule from the Rules window (this button is only active once you click Add Rule button 2).

You can use the Clear Rules_Button button to clear the defined rules.

 

 

hmtoggle_plus1Details on the Sub-Module Selection window

 

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 Add button Report Sharing button in the Module Access Rights" section.

 

Select Modules 01

 

Available options in the sub-module selection pop-up window:

 

•Enter an access right related value in Search Box 1_Newto be searched in the displayed list.

The list will automatically change according to the search. To end the search, empty the search box OR  click Tools Clear Filter.

The search will ONLY apply to the currently displayed info.

 

•Use Tools Downloadto export a list of the displayed info. If you want to export a full list of sub-modules/access rights, make sure there are no applied filters.

 

•Click Tools Show_Hide Columnsto open a drop-down with the available columns and check/uncheck the columns you want to expose/hide.

 

•ClickTools Clear Filter to clear currently active filters in this pop-up window.

 

•Use Tools Refresh Page to refresh the window's information.

 

•Use the options included in the header of each column to organize/select/filter the listed items:

 

Column Header_Ordering Click this to order the items in ascending/descending order. You must hover the column's name to make it visible.

 

Column Header_Filter Rules Use this button to filter the column info based on specific rules/conditions.

Example:

 

I. Click Header hovering filterto access the Rules window and select the desired condition from the drop-down (ex: "Contains").

II. Enter the string to be searched (ex: "Profiles") and click Apply button Reports.

III. If you want to add a second rule (= condition + search string), instead of clicking Apply button Reports, click Add Rule button 2, fill in the corresponding fields and click Apply button Reports.

Rules Window_Contains

Rules Window_Modules_2

Rules Window_Modules_3

 

Make sure the defined rules do NOT conflict with each other because it could lead to an empty view.

If required, click Remove Rule_Button 2 to clear the corresponding rule from the Rules window (this button is only active once you click Add Rule button 2).

You can use the Clear Rules_Button button to clear the defined rules.

 

 

 

To Enable/Disable a User in the "User Management" Page

 

A 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 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 Admin Dashboard's "Control Panel", click Set Up Button and, in the resulting row, select Users Button .

 

2. In the "User Management" page, select the user(s) whose status you want to change by checking the corresponding Button Select all 4_New.

 

NoteIf 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 Status Change Button_Header button will NOT activate.

 

 

3. Click Status Change Button_Header . The ensuing "Change Status for ..." window will be adapted to the current status of the selected user(s).

 

Current Status = "Disabled"

Current Status = "Enabled"

Change User Status Enabled

Change User Status Disabled

 

4. Check the option that represents the opposite status to the current one and click Save_Blue Button. This button only becomes active after you have checked a different status from the current one.

 

The status changes are immediately applied to the selected user(s).  

 

 

To Enable/Disable a User in a "User Details" Page

 

You can enable/disable a 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 perform the alteration if the user is currently "Enabled" or "Disabled".

The status is displayed in the left panel, below his username.

 

User Status Enabled   OR   User Status Disabled

 

 

3. Click Status Change Button_Header and, then, change the user's status in the ensuing window:

 

User's Current Status = "Disabled"

User's Current Status = "Enabled"

Change User Status Enabled

Change User Status Disabled

 

4. Check the option that represents the opposite status to the current one and click Save_Blue Button which is, now, active.

 

The status changes are immediately applied to the selected user.