Navigation:  Managing a Site > Set Up > Users > Adding a Site User

 

Overview

 

Only a site's site manager (or the account administrator) can create standard/support users with a specific role and the necessary rights to access a site or sites.

 

Step-by-step

 

1. Click (in the "Control Panel" section) and, in the resulting row below, select to open the "User Management" page.

 

 

2. Click to open a "New User" page which is already set to edit mode.

 

 

3. Start by filling in the available options in the left panel. Make sure the mandatory fields (marked with an asterisk) have information.

 

 

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 site(s) assigned to him.

Support User - This is for an external user that will only access the site(s) assigned to him to provide Support.

 

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 7 different user roles to choose from.

 

 

8. In the "Site(s)" section, the current site is already attributed to the new user.

If you want this new user to access more sites, follow the steps described in the "Site Selection" link below.

 

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

 

 

 

 

 

 

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.

 

 

 

 

 

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 site manager (or account administrator) creating the user. See Initial Password Setup.

 

12. If required, define the time frame for the new user's access to his assigned sites (= when the user can log in).

If no time period is defined, the new user will be able to log in 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 that method plus the username & password for the login procedure.

If you check more than one method, the user will be able to choose which one he wants to use 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 his username/password to log in to MCL-Mobility Platform .

 

14. 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.