Navigation:  Managing the Account > Set Up > Users / Internal Users > Adding a User

 

Overview

 

Create the necessary standard/support users with different roles (= different access rights) to access MCL-Mobility Platform.

Users with administrative roles such as account administrator or site manager can only be created in this "Users" sub-module (at account level).

 

Step-by-step

 

1. To create a new user, go to the Admin Dashboard's "Control Panel", click and .

 

 

2. Click to access the "New User" page.

 

 

3. The page is already in edit mode. Start by filling in the options available in the left panel. The fields marked with an asterisk are mandatory.

 

 

4. If required, click (panel's upper right corner) to hide the panel and have an expanded view of the "User Access" and "Security" tabs. To view the panel again, click (upper left corner).

 

5. Proceed to the "User Access" tab. The fields marked with an asterisk are mandatory, meaning, they must always contain information.

 

 

6. Select the new user's type from the corresponding drop-down. There are 2 types of users to choose from:

 

Standard - This is for the typical user within the organization that will require day-to-day access to the MCL-Mobility Platform account.

Support User - This is for a user that is not a part of the organization and that will only access your MCL-Mobility Platform account to provide Support to the organization.

 

Make sure you select the correct user type because once the new user is saved, it is NO longer possible to change it.

 

 

7. Select the new user's role from the corresponding drop-down. There are 9 different user roles to choose from.

The options that follow will be adapted to the role you choose in this drop-down.

 

 

 

8. In the "Site(s)" section, select the site(s) to be associated to the current user. Check the "Site Selection" link below.

 

If the "Site(s)" section is collapsed, click the arrow to the right to expand its content.

 

 

 

 

This step does NOT apply to users with an account administrator role because this role has full access to the account and its sites.

 

 

 

The "User Access" tab, now, displays the selected site(s).

 

If necessary, you can:

 

•click to delete the corresponding site from the list.

•execute a bulk deletion by checking the box next to the "Site Name" column so all listed sites are selected (this activates the button) and click .

 

 

Either action (single/bulk deletion) requires you to confirm the deletion by clicking the corresponding button.

 

9. If you have selected the custom user role for the new user, you must select which modules he can access, in the "Module Access Rights" section. This will apply to all the previously selected site(s).

Proceed as described in the "Access Rights Selection" link below.

 

If the "Module Access Rights" section is collapsed, click the arrow to its right to expand its content.

 

 

 

 

This step does not apply to the other roles - the account administrator has full access and all the other roles have predefined rights which become available for consultation in this section once a role is selected in the corresponding drop-down. You can check the listed user rights but you CANNOT edit them.

Ex: The "Module Access Rights" section of a configuration manager role which does NOT have editable access rights.

 

 

10. Once you have added the sub-modules you want the custom user to access, you will be able to edit those sub-modules and corresponding operations he can perform.

 

 

a. If necessary, you can delete added sub-modules:

•click to delete the corresponding sub-module from the list.

•execute a bulk deletion by checking the box next to the "Module" column so all listed sub-modules are selected (this activates the button) and click .

 

Either action (single/bulk deletion) requires you to confirm the deletion by clicking the resulting button.

 

b. If you want to edit the default rights of a listed sub-module, open the corresponding drop-down in the "Rights" column and check/uncheck the intended rights.

 

 

You can use the search box to look for a specific right.

Click outside the drop-down or the X button to close the drop-down.

 

11. Open the "Security" tab.

 

 

This tab informs you that an email will be sent to the email address defined in the left panel so the user can set up a password - it is the new user that sets up his own password, NOT the account administrator creating the user. See Initial Password Setup.

 

12. If required, define the time frame for the new user's access to the MCL-Mobility Platform account (= when the user can log in).

If no time period is defined, the new user will be able to log in to the account whenever necessary.

 

For security reasons, we recommend defining an access period for Support users (= users outside the organization that should only access the account for support purposes). You can adopt the suggested time frame (a 5-day access period) or define a more appropriate one.

 

 

13. Define the methods that should be available to the user to execute a Two-Factor Authentication.

If you only check one method, the user will have to apply it plus his username/password for the login procedure.

If you check more than one method, the user will be able to choose one of those methods along with the username & password.

 

 

 

If you do NOT check any of the options, the Two-Factor Authentication will NOT be activated and the new user will only need the password to log in to the MCL-Mobility Platform account/site.

 

12. Once you have filled in/checked the required options in the left panel and tabs, click to apply.

 

The page will be set to view mode with the information you added.