Users / Internal Users

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Users / Internal Users

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Overview

 

The "Users" sub-module deals with the creation/management of site users.

 

A site can have Standard and/or Support type site users:

 

The type Standard is for users within the organization that require access to the MCL-Mobility Platform sites to perform regular, day-to-day tasks.

The type Support is for users that are not a part of the organization but require access to the MCL-Mobility Platform sites to provide Support to the organization.

 

Whatever the type, a site user always has a specific role attributed to him (Site Supervisor, MDM Manager, Device Manager, Operator Manager, Deployment Manager, Configuration Manager, Custom User) with settings that can be edited when necessary.

 

Site users have limited access to the Site Dashboard of the site(s) they are included in - a site user, regardless of his role, can be associated to more than one site.

Since they perform operational tasks, their access rights do NOT include access to sub-modules related to a site's setup. Ex: The "Set Up" module.

 

Only the site manager (and the account administrator) can create and manage site user profiles.

 

 

NoteIf the MCL-Mobility Platform account is set up for external user authentication (via an OpenID Connect authentication provider integrated into the account), this sub-module will be renamed "Internal Users". Since user authentication will be managed externally, site users will no longer be created/managed in this sub-module.

In this context, site users can use the account URL (https://< your Account Number>.mcl4e.com/) OR  an external system URL to log in.

Since the site user will be redirected to an external login page, it will NOT be possible to use the credentials (username + password) defined within the MCL-Mobility Platform account - the credentials to use will be provided by the external provider.

If you have any issues logging in, please contact your account administrator.

 

This sub-module will still be available and the internal site users with an "Enabled" status can still access MCL-Mobility Platform via an internal URL (https://< your Account Number>.mcl4e.com/login), using the credentials defined within MCL-Mobility Platform, if necessary.

 

 

The "User Management" Page

 

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

 

Control Panel_Users_SD

 

 

The image below illustrates the page that is accessed when clicking Users Sub_Module Button.

 

User Management Page_Site

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 the site)

User Status Icon_Disabled - Disabled (user does NOT have access to the site)

User Status Icon_Pending - Pending (NO access to the site - 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

The displayed icon represents the status of the user's current access period (Access Period = time frame defined for a user to be able to log in to the MCL-Mobility Platform. See Site User Details - "Security" tab).

Possible icons:

 

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

User Time Period_Expired - Outside the Access Period (user CANNOT currently log in to the MCL-Mobility Platform site(s) 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 the MCL-Mobility Platform site(s) 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 the MCL-Mobility Platform site(s) whenever necessary)

Username (in light blue)

The user's login. You can click it to access the corresponding "User Details" page. See User Details.

First Name

The user's first name.

Last Name

The user's last name.

Role

The user's role within the site(s):

 

Site Supervisor - Access to all the modules of the site(s) he is assigned to except the "Set Up", "External Systems" and "Business Analytics" modules.

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 that the user is assigned to. 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 site's identification reference.

Two-Factor Auth.

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

The user's last update date.

Last Updater

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

 

Use the check box in the table header (to the left) to select all the users, at the same time.

 

 

Available Display/Navigation Options

Regardless of the selected view, the "Site Users" page offers the following options:

 

Site_Users4

 

 

Drop-down Filters

 

Filter TypeFilters the display to users with the selected type (Standard or Support).

 

Filter Role_NewFilters the display to users with the selected role ("Site Supervisor", "MDM Manager", "Device Manager", "Operator Manager", "Deployment Manager", "Configuration Manager" or "Custom User".

 

If you do not clear this drop-down (= "<Select>") before leaving the "User Management" page, the next time this page is opened your drop-down selection will still be in place.

 

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_Site

 

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.

Example:

 

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.

Example:

 

Header hovering 0

 

Header hovering 3Click this button to organize the listed items by ascending/descending order (ex: A to Z/Z to A). You must hover the column's name to make it visible.

 

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 + search string).

 

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 site 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 site user, use the Add Button_Header button. It is always available. For more information, see Adding a Site User.

 

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

 

To delete a site user, use the Delete Button_Header button. This option is ONLY available after one or more users are selected. For more information, see Deleting a Site User.

 

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

 

 

This chapter includes all the aspects associated to site users (the adding, editing and deleting of site users).

 

Topic/Operation

Description

Site User Details

View a site user's details (ex: personal details, access rights, etc.).

Adding a Site User

Create the necessary site users and define their access rights.

Editing a Site User

Modify a site user's details (ex: personal details, access rights, etc.) as well as his status ("Enabled"/"Disabled").

Deleting a Site User

Delete a site user.