Editing a User Profile

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Editing a User Profile

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Overview

 

User profiles are managed, at account level, in the "User Profiles" sub-module.

This sub-module is only available in MCL-Mobility Platform accounts with an active/in use OpenID Authentication method ("External System (OpenID Connect)" MUST be the default method - it is defined in the "Account Details" sub-module - "Authentication" tab. See Editing Account Details - Authentication Tab).

 

Some details of a user profile are editable - the edition is performed in the intended user profile's details page. See To Edit a User Profile below.

 

You can also modify the profile's status, meaning, to enable or disable the user profile (depending on current status). This can be performed in the "User Profile Management" page and in the intended user profile's details page.

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

 

 

NoteWhen editing user profiles:

 

1. Make sure the external authentication provider includes the necessary user role attribute(s) and corresponding alias. See OpenID Connect Method.

2. Check/edit the user profile mapping within the "OpenID Connect Settings" page in your MCL-Mobility Platform account so that the connections between external authentication provider and MCL-Mobility Platform are NOT broken.

See Editing Account Details - To Edit the OpenID Connect Settings

 

 

To Edit a User Profile

 

Step-by-step

 

1. Open the "User Profile Management" page (Admin Dashboard's "Control Panel" > "Set Up" module > "User Profiles" sub-module).

 

User Profiles Management Page_Account

 

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

 

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

 

User Profile Details Page View Mode

Orange Arrow

 

 

 

Orange Arrow

 

 

 

Orange Arrow

User Profile Details Page Edit

 

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

 

User Profile Details Page Edit

 

3. Edit the left and/or the right panel(s) as required:

 

Left Panel

 

If required, edit the user profile's name and/or description in the corresponding fields. The "Name" field is mandatory (marked with an asterisk) so, it must always contain information.

 

Right Panel

 

The available fields depend on the profile's role and must contain information after your edition (fields marked with an asterisk = mandatory).

 

Internal Role *

Maintain or select a different internal role for the user profile from the drop-down.

If the selected role is "custom user", you have the added possibility to edit the 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 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, remove 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 Sign 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 roles except for the account administrator/site manager roles because they 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 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 role, see Access Rights Edition (Custom User) below.

 

4. Once you have edited the required fields in the left and/or right panels, click Save Header Button_2 to apply the modifications.

 

 

hmtoggle_plus1Access Rights Edition (Custom User)

 

ONLY the custom user role's rights can be edited - you can decide which of the listed operational sub-modules the external users associated to this user profile can access and which actions are available within each sub-module. The access rights defined in the "Module Access Rights" section apply to all the sites this profile is associated to.

 

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

 

Module Access Rights_Arrow

 

Set the "User Profile Details" page to edit mode and execute the intended operation(s).

 

To Remove Current Access Rights

 

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

 

Module Access Rights_Section_Edit

 

▪Click the Delete Sign button attached to the sub-module you want to delete and, then, click Confirm red button small to confirm the action.

 

Module Access Rights_Section_Edit_Delete Confirm

 

▪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);

 

Access Rights_Bulk Deletion_Example_1

 

b. Click Bulk Delete_Button_Conf Value ;

 

Access Rights_Bulk Deletion_Example_2

 

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 profile role.

 

User Profile_Access Rights Selection Window_ Edit Example1

 

2.Check the sub-modules you want to add. 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 Profile_Access Rights Selection Window_ Edit Example2

 

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 Profile_Custom User3_AD

 

 

Note

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

 

 

NoteMake sure you save your edition by clicking Save Header Button_2 before exiting the current user profile's details page.

 

 

 

hmtoggle_plus1Details of the Site Selection window

 

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

The list includes all the sites that comply with the active filter (ex: selected "Production" button = all the account's sites with a "Production" qualification). Greyed out sites/without a check box represent the sites that are already assigned to the current user profile.

 

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

 

Select Sites Window_Edit

 

Available options:

 

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

Qualification button availability depends on the existing sites. If the MCL-Mobility Platform account only includes sites with a "Test" and "Acceptance" qualification, only the corresponding buttons will be available. If a site with "Production" qualification is added, a "Production" button will be added to the window.

 

•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, then, click Apply button Reports.

Rules Window1_Sites

Rules Window2_Sites

Rules Window3_Sites

 

 

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 all 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.

 

User Profiles 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 the intended column's Header hovering filterto open the Rules window and select the desired condition from the drop-down (ex: "Contains").

II. Enter the string to be searched (ex: "Device") 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 Profile in the "User Profile Management" Page

 

A user profile can have one of 2 statuses - "Enabled" or "Disabled".

If you change a user profile's status to "Disabled", all users using this profile 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 User Profiles Button .

 

2. In the "User Profile Management" page, select the user profile(s) with the 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 user profiles 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 profile(s).

 

Current Status = "Enabled"

Current Status = "Disabled"

Change User Profile Status Enabled

Change User Profile 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 profile(s).  

 

 

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

 

You can enable/disable a user profile whenever necessary.

If you change a user profile's status to "Disabled", all users using this profile will NOT be able to access MCL-Mobility Platform until you change it back to "Enabled".

 

Step-by-step

 

1. Open the "User Profile Details" page of the profile whose status you want to change.

 

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

 

User Profile's Current Status = "Enabled"

User Profile's Current Status = "Disabled"

Change single User Profile Status Enabled

Change single User Profile Status Disabled

 

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

 

The status change is immediately applied to the user profile.