Editing Account Details

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Editing Account Details

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Overview

 

The "Account Details" page provides information on the account. Most account details are editable.

 

 

NoteThe editing of the page's tabs requires setting the page to edit mode. The exception is the "Service Passwords" tab:

The "Device Password" CANNOT be edited but you can generate a new "Filebox Password" with the use of the Generate New Password Button button which is only available if the page is in view mode.

See To Generate a New Filebox Password.

 

 

Step-by-step

 

1. Click Set Up Button (located in the "Control Panel) and, then, select Account Details Sub Module Button. The resulting page includes several tabs (the "Speech" tab is only available if the account is associated to a subscription with Speech services). The "Properties" tab is open by default.

 

Account Details Page View

 

2. To edit the page, click Edit Button . The page is, now, set to edit mode.

 

Account Details Prop Tab Edit

 

3. Edit the information in the tabs/fields, as necessary. The fields marked with an asterisk are mandatory, meaning, they must always contain information.

 

"Properties" tab

 

Name*

Maintain or edit the account name.

 

TIPRemember to avoid special characters and simply use alphabetic/numeric characters (a-z; A-Z; 0-9).

The underscore and/or dash characters are allowed. Start the account's name with an alphabetic character.

Company Name

Maintain or edit the company name associated to the MCL-Mobility Platform's account.

 

TIPRemember to avoid special characters and simply use alphabetic/numeric characters (a-z; A-Z; 0-9).

The underscore and/or dash characters are allowed. Start the account's name with an alphabetic character.

Address

Zip Code

City

Country

Maintain or edit the address elements (Address, Zip Code, City, Country).

Email *

Maintain or edit the account owner's email.

Main Logo

Maintain, change or remove the company's logo. See Adding/Editing of a Main or Account Logo below.

Account Logo

Maintain the default logo or substitute it. See Adding/Editing of a Main or Account Logo below.

 

hmtoggle_plus1Click Here for Details on the Adding/Editing of a Main or Account Logo

 

"Settings" tab

 

Account Details Sett tab Edit

 

Language

Maintain or select another language for the account.

Timezone

Maintain or select a different time zone for the account.

This time zone will be considered the "default time zone" and applied throughout the account as such (ex: When creating a site, it will adopt this default time zone unless you specifically set a timezone in the new site's settings).

 

NoteRemember that the selected time zone always considers the corresponding DST.

IP Restriction

If required, increase or decrease the authorized IP range that can be used by site managers/platform users to access the account's web interface.

 

TIPWhen adding or removing IP addresses, remember that they must be separated by commas or CIDR notations (ex: 10.3.34.0/24).

Device Name Prefix

If required, define/edit the prefix to be added to the name of the devices that are paired to this account.

As a result, the original name of the device will be replaced with this prefix (plus an incremental number).

 

If the destination site for the pairing also has a defined device name prefix, the newly paired device will ignore the prefix set at account level and adopt that prefix in its name (plus an incremental number). At site level, the device name prefix is defined in the site's own details page - "Properties" tab.

 

"Service Passwords" tab

The "Service Passwords" tab has no editable information. The "Device Password" CANNOT be modified but you can generate a different "Filebox Password". To do so, you must use the Generate New Password Button button.

Since this button is located in the page's header, the "Account Details" page must be set to view mode NOT edit mode - follow the steps described in To Generate a New Filebox Password.

 

"Speech" tab

 

This tab is only available if the account's subscription includes speech services).

 

Account Details Voice tab Edit

 

Open the side tab you want to edit and follow the corresponding step-by-step:

 

hmtoggle_plus1Click Here for the Step-by-Step on Editing the "TTS Speech" Tab

 

hmtoggle_plus1Click Here for the Step-by-Step on Editing the "ASR Speech" Tab

 

hmtoggle_plus1Click Here for the Step-by-Step on Editing the "Accent File(s)" Tab

 

hmtoggle_plus1Click Here for the Step-by-Step on Editing the "Technical Profiles" Side Tab

 

"Network Profiles" tab

 

Account Details Network Tab Edit

 

Cellular

Maintain or select a different cellular profile from the drop-down.

If necessary, click Edit Profile button_New to access the defined profile's details page and edit its settings. See Editing a Cellular Network Profile.

If "<None>" is the selected option, the button will open the "Profile management" page.

If you edit the selected profile's settings, click Button_Refresh_New2 to refresh/apply the changes.

Wifi

Maintain or select a different WiFi profile from the drop-down.

Use the Edit Profile button_New to access the network profile list and edit the settings of the intended profile. See Editing a WiFi Network Profile.

If "<None>" is the selected option, the button will open the "Profile management" page.

If you edit the selected profile's settings, click Button_Refresh_New2 to refresh/apply the changes.

 

"Time Period" tab

 

Account Details Time Period Tab Edit

 

Time Period Profile

Maintain or define another Time Period profile from the drop-down.

If you want to edit the selected Time Period profile, use the Edit Profile button_New button to access its details page. See Time Period Profile Editing.

If you have selected "<None>", clicking Edit Profile button_New will lead you to the "Profile Management" page.

 

Use the Button_Refresh_New2 button to refresh the current profile list.

 

If you select "None", any site with a defined "default" Time Profile, will not have any related Time Period settings available (ex: the Time Resolution drop-down available in dashboards will ONLY list the general time periods - "Hour", "Day (UTC)", "Day (Local)", "Week (Day (UTC))", "Week (Day (Local))" and "Month").

[Description box]

Displays information about the selected profile. Not editable.

 

"Location" tab

 

Account Details Location Tab Edit

 

Address

Maintain or edit the site's address.

 

The latitude and longitude coordinates are automatically filled in, as soon as you click the Update Map Button .

 

"User Authentication" tab

 

Account Details Authentication Tab Edit

 

Activated Methods

Maintain or change the currently active user authentication methods.

 

The "Internal System" option (= user authentication managed by MCL-Mobility Platform) CANNOT be unchecked. This user authentication method must always be active.

It is ONLY possible to activate/deactivate the "External System..." option.

 

Note

Be aware that checking the "External System (OpenID Connect)" option requires you to define specific settings to integrate the external user authentication provider into your MCL-Mobility Platform account.

The setup within the used external provider must include specific elements. See External System User Authentication Method.

The necessary user profiles must be available within the "User Profiles" sub-module so they can be mapped/connected to the external user profiles.

You can use the link "User Profiles" to open the "User Management" page and create and/or edit user profiles. See User Profiles.

You must define the external provider being used and map the intended external entities (ex: user roles with an alias) to the internal entities (= user profiles). Follow the "OpenID Connect Settings" link to open the corresponding page and define your setup. See To Edit the OpenID Connect Settings.

 

Default Method

Maintain or change the current default authentication method.

 

Internal System - If this option is checked, user authentication is managed internally, by MCL-Mobility Platform.

The login can be executed via the account URL (https://<account number>.mcl4e.com/) OR  the internal account URL (https://<account number>.mcl4e.com/login) in the account's login page.

The user will have to enter the credentials that were set within the account. All account access links will redirect to the internal login page (ex: the account access link in the logout page).

 

External System... -  If this option is checked, user authentication is managed by an external provider.

The user can access the account via the account URL (https://<account number>.mcl4e.com/) OR  the external system URL (attached to the "External System..." option in the "Activated Methods" section)

The user will log in to an external login page where he will enter the credentials generated/provided by the external provider.

 

TIPIf, for some reason, you opt for a hybrid approach (= activated "External System" + "Internal System" set as default method), make sure the intended users receive the required  URLs/credentials and know which ones to use:

The account URL and/or the internal account URL (and other access links such as the link in the logout page) lead to the MCL-Mobility Platform login page. The user must enter the credentials defined within the MCL-Mobility Platform account.

The external system URL (available in the "Activated Methods" section) opens the external login page and the user must enter the credentials provided by the external provider.

 

 

4. Once you have edited the required tabs/fields, click Confirm button to save those modifications. The page will be back to view mode.

 

 

To Edit the OpenID Connect Settings

 

The link available in the "User Authentication" tab - "OpenID Connect Settings" -  opens the page that allows you to define the connection between your MCL-Mobility Platform account and the external user authentication provider and to map external user roles to the user profiles/internal roles created in the account.

Follow the step-by-step below to integrate the external provider onto your MCL-Mobility Platform account.

 

Step-by-step

 

1. In the "User Authentication" tab (Admin Dashboard's "Control Panel" > "Set Up" module > "Account Details" sub-module > "Account Details" page), click the "OpenID Connect Settings" link to open the corresponding "OpenID Connect Settings" page.

 

User Authentication_TabA

Orange Arrow

 

 

Orange Arrow

 

 

Orange Arrow

OpenID Connect Settings 01

 

The "OpenID Connect Settings" page is divided into a "Properties" panel and a "User Profile Mapping" panel.

 

2. Click Edit Button_Header to set the page to edit mode.

 

OpenID Connect Settings_Edit 01

 

3. Fill in/edit the fields in the "Properties" panel. The fields marked with an asterisk are mandatory, meaning, they must always contain information.

 

Client ID*

Maintain or edit the client ID.

This string (generated/provided by the external user authentication provider) is used by your MCL-Mobility Platform account (along with the Client Secret) to connect to the OpenID Connect provider.

Client Secret*

Maintain or edit the client secret.

This string (generated/provided by the external user authentication provider) is used by your MCL-Mobility Platform account (along with the Client ID) to connect to the OpenID Connect provider.

Issuer URI*

Maintain or edit the issuer's URI.

The URI of the OpenID Connect provider (= endpoint used by MCL-Mobility Platform to connect to the external user authentication provider).

Extra scope

Maintain or edit any added scopes.

This field is optional. It is used by MCL-Mobility Platform to ask for extra information associated to a different scope.

 

Note

If you add or edit a scope, make sure that that scope matches an existing one in the external user authentication provider.

The entered scopes must be separated by comas.

 

4. Proceed to the "User Profile Mapping" panel and add/edit the available fields as necessary. Fields marked with an asterisk are mandatory/must contain information.

 

Role Alias Claim Name*

Maintain or edit the name of the role alias claim.

This is the name of the claim with user role info that is contained in the ID Token sent by the external user authentication provider to your MCL-Mobility Platform account. Ex: "custom:MPE_ROLE".

Alias*/User Profile* columns

This section displays the external user role aliases and the mapped internal user profiles.

If required, you can edit an existing alias (A) or user profile (B), add another alias and corresponding user profile (C), duplicate (D) or delete them (F).

 

A. Editing an Alias

Simply edit the entered alias manually.

Be aware, however that this edition must match an existing external user role alias in the external user authentication provider, otherwise the connection will be broken.

 

B. Editing a User Profile

Select a different user profile from the drop-down OR  click the corresponding Select site icon to open a user profile selection window, where you can select one of the listed user profiles. For more details on this window, see Details on the User Profile Selection window below.

 

C. Adding an Alias + User Profile

Click Add button Report Sharing and, in the resulting new row, enter the intended alias in the "Alias" column and select a user profile from the corresponding drop-down OR  click the attachedSelect site icon and select a listed user profile.

 

D. Duplicating an existing Alias + User Profile

Click the Duplicate Sign button attached to the alias + user profile row you want to duplicate. The duplicate alias will have the same name plus "_copy" - change it to match an  alias that exists in the external authentication provider or the mapping will not work. The attached user profile is the same as the original.

 

F. Deleting an existing Alias + User Profile

Click the Delete Sign button attached to the alias + user profile row to be deleted and, then, click Confirm red button small.

 

As an alternative to a single-row duplication/deletion, you can perform a bulk duplication or deletion:

a. Click the check box to the right of the "Alias" column to select all rows at once or check the intended rows.

b. Click Bulk Copy_Button_Conf Value to duplicate or Bulk Delete_Button_Conf Value to delete (these buttons only activate after the bulk-selection). The duplication is immediate but, to complete the deleting, you must confirm by clicking Confirm red button big.

 

5. Once you have edited the required fields in the "Properties" and "User Profile Mapping" panels, click Save Header Button_2 to apply the modifications.

 

hmtoggle_plus1Details on the User Profile Selection window

 

 

To Generate a New Filebox Password

 

Step-by-step

 

1. Click Set Up Button (located in the "Control Panel) and, then, select Account Details Sub Module Button to access the "Account Details" page. The page MUST be set to view mode.

 

Account Details Serv Passw tab Read

 

2. Click Generate New Password Button .

 

Account Details Serv Passw Tab Edit

 

3. Click Confirm button to generate a new password for the Filebox Service.

 

The new password is displayed in the "Service Passwords" tab, in the "Filebox Password" field.