Editing a Site User

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Editing a Site User

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Overview

 

You can edit several details of a site user in his "User Details" page. See To Edit a Site User Profile below.

You can also enable or disable a site user. This can be done in the "User Management" page and in a user's details page.

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

 

 

To Edit a Site User

 

Step-by-step

 

1. Click Set Up Button (in the "Control Panel" section) and, in the resulting row below, select Site Users Sub Module Button to open the "User Management" page.

 

User Management Page_Site

 

2. Use one of the following methods to open the intended site user's details page:

 

Click the name of the intended site user (displayed in light blue). This opens the details page in view mode.

 

Select the intended site user by checking the corresponding Check box and, then, click Edit Button_Header. This opens the details page, automatically, in edit mode.

 

3. If the "User Details" page is in view mode, click Edit Button_Header to set it to edit mode. If the page is already in edit mode, proceed to step 4.

 

Site_Users15

Orange Arrow

 

 

 

Orange Arrow

 

 

 

Orange Arrow

Site_Users16

 

4. Edit the left panel and/or the "User Access"/"Security" tabs as required:

 

Left Panel

 

If required, edit the available fields in the "Parameters" and/or "Custom Fields" section. The fields marked with an asterisk are mandatory, meaning, they must always contain information.

If the "Custom Fields" section is hidden, click the arrow to the right to expand its content.

 

"User Access" tab

 

The fields available in this tab depend on the user's role and must contain information after your edition.

 

Type

Not Editable.

Role *

Maintain or select a different role from the drop-down.

If the selected role is "custom user", you have the added possibility to edit this user's access rights (the access rights for all other roles are predefined/non-editable). See Access Rights Editing (Custom User).

Site(s)

If the section is collapsed, click the arrow to the right to expand its content:

 

User Sites 2_Arrow

 

Maintain or select a different site or sites:

Click Add button Report Sharing and 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 on the Site Selection window ("User Access" tab).

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 "Site 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 always adapted to the user role selected in the previous drop-down. If it is collapsed, 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 user 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, see Access Rights Edition (Custom User) below.

 

 

 

hmtoggle_plus1Access Rights Edition (Custom User)

 

"Security" tab

 

Site_Users17

 

If a password reset is required, click the "Ask for a Password Change" link - this will trigger a request to the site user to change his password - and confirm your choice in the resulting window. See Forced Password Reset.

 

Once this link is clicked, the current password is no longer valid and the user will NOT be able to log in to the MCL-Mobility Platform site until he resets the password.

The user's status is automatically changed to "Pending Password Request".

 

NoteBe aware that ONLY a user can set up his own password. You can only trigger a password reset procedure in this page.

 

 

Maintain or edit the "Access Period" setting:

 

Access Period

From ... Till ...

Define the start and end dates/times for the time period in which the user can log in to his assigned sites.

You can do it manually (enter the date/time in the suggested format "DD/MM/YYYY HH:mm"  OR  use the Date button 2 and Time button buttons to choose different dates/times for the beginning and end of the Access Period. See Details on the Use of the Date/Time Buttons (Security Tab).

If these input fields are left empty, the user will be able to log in to his assigned site(s) whenever necessary.

 

TIP

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).

 

Maintain or edit your choices for Two-Factor Authentication:

 

Two-Factor Authentication

SMS

Only active if the user has a defined mobile phone number.

Check this option if you want the user to have the possibility to use the SMS method to receive the required code for the login.

Email

Check this option to give the user the choice to receive an email with the required code for the two-factor authentication login.

Authenticator Application

Check this option to allow this choice to the user in case he wants to use the code provided by an authenticator application to log in to MCL-Mobility Platform.

 

It is also possible to have all options unchecked. As a result, Two-Factor Authentication will NOT be applied to the current user, he will ONLY use his username & password to log in to the site.

 

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

 

hmtoggle_plus1Details of the Site Selection window ("User Access" tab)

 

hmtoggle_plus1Details on the Sub-Module Selection window ("User Access" tab)

 

hmtoggle_plus1Details on the Use of the Date/Time Buttons ("Security" tab)

 

 

 

To Enable/Disable a Site User in the "User Management" Page

 

If necessary, it is possible to change the status of an "Enabled" or "Disabled" site user into the opposite status (the "Pending" or "Pending Password Request" statuses are managed by the system and CANNOT be edited).

You can enable/disable multiple site users in the "User Management" page, at the same time, as long as the selected users all have the same current status ("Enabled" or "Disabled").

Be aware that site user's with a "Disabled" status will NOT have access to the MCL-Mobility Platform account/site(s) unless the status is changed to "Enabled".

 

Step-by-step

 

1. In the Site Dashboard's "Control Panel", click Set Up Button and, in the resulting row, select Users Button .

 

2. In the "User Management" page, select the user(s) whose 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 users 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(s).

Example of a bulk status change for multiple users:

 

Current Status = "Disabled"

Current Status = "Enabled"

Bulk User Status Change_Disabled

Bulk User Status Change_Enabled

 

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

 

The status changes are immediately applied to the selected user(s).  

 

 

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

 

You can enable/disable a site user whenever necessary as long as his status, at the time, is NOT "Pending" or "Pending Password Request" because these 2 statuses are managed by the system and relate to the setup/reset of the user's password (the Status Change button is deactivated).

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

 

Step-by-step

 

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

 

2. Confirm the user's current status. You can only execute the alteration if the user is currently "Enabled" or "Disabled".

The status is displayed in the left panel, below his username.

 

User Status Enabled   OR   User Status Disabled

 

 

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

 

User's Current Status = "Enabled"

User's Current Status = "Disabled"

Change User Status Enabled

Change User Status Disabled

 

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

 

The status changes are immediately applied to the selected user.