Users / Internal Users

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Users / Internal Users

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Overview

 

The "Users" sub-module of the "Control Panel" provides access to a list of users and their details. This is where standard and support type users are added to the account and their details can be edited.

 

Standard users are a part of the organization with a regular access to the MCL-Mobility Platform account.

Support users represent users from outside the organization that require access to the account to provide support.

 

Each user, regardless of type, has a specific role with specific access rights attributed to him (ex: account administrator, site manager, custom user, device manager, etc.).

 

 

Note

If you opt for an external user authentication/management (via an OpenID Connect authentication provider which is defined in the account's "Account Details" sub-module), this sub-module will be renamed "Internal Users" and a different sub-module named "User Profiles" will become available. Since user management will be managed externally, you will no longer create/manage users in your MCL-Mobility Platform account, you will create/manage user profiles (in the "User Profiles" sub-module) that will be connected/mapped to the user profiles/roles managed by the external authentication provider. See External System User Authentication Method.

 

This sub-module is still available and the existing users can still access MCL-Mobility Platform via the internal account URL (https://< your Account Number>.mcl4e.com/login) OR  a site's internal site URL (https://< your Account Number>.mcl4e.com/login?site=<site reference number>) , using the credentials defined within MCL-Mobility Platform.

 

If the account's user authentication method is changed to an external provider, the users created in the "Users" (= "Internal Users") sub-module can be disabled but, at least, 1 active user with an account administrator role MUST remain active. This way, access to your MCL-Mobility Platform account is always ensured.

 

 

 

The "User Management" Page

 

To access the "User Management" page, click Set Up Button (located in the "Control Panel"), and, in the resulting row, select Users Button .

 

User Management Page_Account

Speech Balloon_Button_Option

 

 

Default Info/View

 

The user information is presented in a list view (by default, ordered according to creation date):

 

Status column

The initial column displays an icon that represents the user's current status regarding access to MCL-Mobility Platform.

Available User Status Icons:

 

User Status Icon_Enabled - Enabled (user has access to MCL-Mobility Platform)

User Status Icon_Disabled - Disabled (user does NOT have access to MCL-Mobility Platform)

User Status Icon_Pending - Pending (NO access to MCL-Mobility Platform - the user has just been created but has not set up / validated the required authentication password yet)

User Status Icon_Pending Passw - Pending Password Request (this status is implemented after a request to change the current authentication password - the user does not have a valid password yet and CANNOT access MCL-Mobility Platform until he sets up/validates a new password). See Password Reset.

Access Period column

This column displays an icon that represents the status of the user's current access period (Access Period = time frame defined for a user to access MCL-Mobility Platform. See User Details - "Security" tab).

Possible icons:

 

User Time Period_In - Within the Access Period (user can currently log in to MCL-Mobility Platform)

User Time Period_Expired - Outside the Access Period (user CANNOT currently log in to MCL-Mobility Platform because the time frame is in the past - mousing over the icon opens a tip with the access period's end date)

User Time Period_Future - Future Access (user CANNOT currently log in to MCL-Mobility Platform because the time frame is set in the future - mousing over the icon opens a tip with the start date for the access period)

User Time Period_Indefinite - No Defined Access Period (user can log in to MCL-Mobility Platform whenever necessary)

Username (in light blue)

The user's username for logging in. Clicking it opens the corresponding "User Details" page. See User Details.

First Name

The user's first name.

Last Name

The user's last name.

Type

The type of user within the MCL-Mobility Platform account/site(s). There are 2 possible user types:

 

Standard - Regular MCL-Mobility Platform user.

Support - External user created for support purposes.

Role

The user's role within the account and/or site(s):

 

Account Administrator - Full access to the account and its sites.

Site Manager - Full access to the site or sites he has been assigned to as Site Manager.

Site Supervisor - Access to all the operational sub-modules of the site(s) he is assigned to.

MDM Manager - Access to the sub-modules related to Mobile Device Management within the site(s) he is included in - "Applications", Configurations", "Deployments", "Device Groups" and "Devices".

Device Manager - Access to the "Devices" module of the site(s) he is included in (= "Device Groups" and "Devices" sub-modules).

Operator Manager - Access to the "Operators" module of the site(s) he is associated to (= "Operator Groups", "Operators" and "Speech Profiles" sub-modules).

Deployment Manager - Access to the "Device Groups", "Deployments" and "Configurations" sub-modules of the site(s) he is assigned to.

Configuration Manager - Access to the "Applications" and "Configurations" sub-modules of the site(s) he is associated to.

Custom User - Custom access to the selected sub-modules of the site(s) he is assigned to.

 

TIP

It is possible to check which modules/sub-modules can be accessed by a user in the corresponding details page ("User Access" tab). This is particularly useful in the case of a Custom User and you want to check what he has access to within the site he is associated to.

 

Qualification(s)

The qualification of the site (s) that the user is assigned to.

 

If the user has an account administrator role, the "Qualification(s)" field will be empty because this role implies full access to all the account's sites and not to a specific site.

 

If the user has been assigned to multiple sites with different qualifications, the "Qualification(s)" field will include the different qualifications. Ex: Site Supervisor assigned to Site A ("Production" qualification), Site B ("Production" qualification) and Site C ("Development" qualification) = "Qualification(s)" field displays "Production, Development".

Site(s)

The site or sites that the user is associated to.

Site Ref.

The identification reference for the site(s).

Two-Factor Authentication

The icons that represent the Two-Factor Authentication methods (SMS, Email and/or Authenticator Application) that are available to the corresponding user. The user will have to choose one of the methods and use it along with the password to log in to MCL-Mobility Platform. See Two-Factor Authentication Login.

 

If the column is empty, it means that Two-Factor Authentication has not been implemented for the corresponding user and he will only require his username & password to log in.

Creation

When the user was created.

Last Update Date

The user's last update date.

Last Updater

The name of the user that last updated the user's info.

 

 

Available Display/Navigation Options

 

User Management Navigation

 

 

Drop-down Filters

 

Filter Qualification_NewFilters the information according to site qualification ("Production"; "Acceptance"; "Test" or "Development") - only users that are assigned to sites with the selected qualification are displayed.

 

Filter Site_NewLimits the info display to users belonging to the selected site.

 

Filter TypeFilters the listed users according to the selected type (Standard or Support).

 

Filter Role_NewFilters the display to users with the selected role (account administrator, site manager, site supervisor, MDM manager, device manager, operator manager, deployment manager, configuration manager or custom user.

 

For a full view, make sure all drop-downs show the "<Select>" option.

 

Click theTools Clear Filterbutton (to the right of the search box) to clear all the filters you have defined for this page, at the same time.

If filters are not cleared before leaving the "User Management" page, the next time this page is opened they will still apply to the display.

 

Button Filters

Click the intended button to activate the corresponding filter.

 

Filter Status_PendingShows users with a "Pending" status.

Filter Status_EnabledDisplays the users that have an "Enabled" status.

Filter Status_DisabledDisplays "Disabled" users.

Filter Status_Pending Passw ReqShows users that have a "Pending Password Request" status.

 

Once the intended button is clicked (= filter is activated), the button changes color: Filter Status_Pending_Active ButtonFilter Status_Enabled_Active ButtonFilter Status_Disabled_Active ButtonFilter Status_Pending Passw_Active Button

You can have one or more filters active at the same time.

To clear a button filter, click it again - it will return to its original color and the display will change accordingly.

To clear all the page's defined filters, at the same time, click theTools Clear Filterbutton located to the right of the search box.

If filters are not cleared before leaving the "User Management" page, the next time this page is opened they will still be in place.

 

Search Box

 

Search Box 1_New

 

a. Enter the value you want to search.

 

The display will change automatically to show a list of users related to the searched value.

 

b. End the search operation/filtered display by emptying the search box OR  by clicking Tools Clear Filter(button to the right).

 

If filters are not cleared before leaving the "User Management" page, the next time this page is accessed they will still apply to the display.

 

Tools DownloadButton

Use this button to export a "*.csv" file with a users list.

 

Note

The file will ONLY include the users displayed at the moment of export. If you want to export all the users included in the account, make sure no filters are applied - you can click the Tools Clear Filter

button to clear all filters at once.

 

a. Check the displayed user list - you can use filters, if necessary.

 

b. Click Tools Download.

 

Tools Download_Users

 

c. Click Tools Download_Buttonto confirm the operation.

 

d. The conclusion of the export operation depends on the web browser used. You should be able to save the "*.csv" file in your PC or open it directly after the download.

 

Tools Show_Hide Columns Button

Use this button to show or hide columns with user information:

 

a. Click Tools Show_Hide Columnsto access a drop-down with the available columns.

 

Show_Hide Columns list Users_Account

 

b. Select the column(s) to be shown by checking the corresponding Button Select all 4_New. Checking the Button Select all 4_New to the left of the search box, selects all the columns at once.

 

You can use the search box to look for specific columns. Enter a partial or complete column name into the search box and the list will be limited to that value.

Ex:

Show_Hide Columns list Users_Search1_Account

 

Any column checking/unchecking is immediately applied to the "User Management" page.

 

Tools Clear FilterButton

Click it to clear all active filters and search value in the active search box of the "User Management" page. It returns the page to its default full view.

 

NoteIf you do not clear the active filters before leaving the "User Management" page, the next time you return to the page, the filters will still be active - the visible information in the page will be defined by those active filters which could be misleading.

 

Tools Refresh PageButton

Use this button to refresh the page's information.

 

Column Name Bar

This bar provides the following options:

 

Button Select all 4_NewCheck this box (to the left of the column names) to select all the displayed users, at the same time.

 

Each cell with the column name includes buttons to help you organize the listed items in the corresponding column. Mouse over the cell with the intended column name to access them.

Ex:

Header hovering 0

 

Header hovering 3Click this button to organize the listed items by ascending/descending order (ex: A to Z/Z to A).

 

Header hovering 2Use 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.

The example below allows you to define rules for the filtering of the "Last Name" column:

 

a. Click Header hovering filterto access the Rules window.

 

Rules Window_Contains

 

b. Select the desired condition from the drop-down (ex: "Starts with") and fill in the field with the string to be searched (ex: "John").

 

Rules Window2_User

 

c. Click Apply button Reportsto apply and get a filtered view OR  select Add Rule button 2 to add a second rule (= condition + string to search).

 

d. Select a condition in the second drop-down, fill in another search string and, then, click Apply button Reports.

 

Rules Window3_User

 

NoteMake 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 OR  the Tools Clear Filterbutton (to the right of the search box) which will remove all the filters defined for the page.

If the defined rules are not cleared before leaving the "User Management" page, the next time this page is accessed, they will still apply to the display.

 

 

Available Operations

 

The "User Management" page also provides direct access to specific operations concerning users. There are shortcut icons in the page's header that become available according to the current context, meaning, depending on user selection.

 

To add a new user, use the Add Button_Header button. It is always available. For more detailed information, see Adding a User.

 

To edit a user, click Edit Button_Header . This option is ONLY available after one user is selected. See Editing a User.

 

To delete selected users, click Delete Button_Header . This option is ONLY available after one or more users are selected. See Deleting a User.

 

To enable/disable the selected user's current status, click Status Change Button_Header and proceed as described in To Enable/Disable a User in the "User Management" Page. This option is ONLY available after one or more users with the same status ("Enabled" or "Disabled") are selected.

 

This chapter describes the operations available regarding users:

 

Description

View the user's details.

Create the necessary users (account administrators, site managers, site supervisors, operator managers, device managers, etc.) to access the account and/or site(s).

Modify a user's details as well as the current status.

Delete a user.