SA02 - User and Password Management Techniques (MCU)
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Learn about the different types of users in MC, as well as how to create and approve them within the system and use the Password Management Tool.
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SA02 - User and Password Management Techniques (MCU)
- 1. MC University SA02|User and Password Management Techniques
- 2. MC University Types of Users Defined Create and Approve New Members Sign Up Instructions Password Management Tool Agenda
- 3. MC University Types of Users Overview Labor Requester Users Defined
- 4. MC University Labor Resources maintained will either require access or are used for historical and admin purposes Types of Users Overview
- 5. MC University Two types of records created: • Labor record • Requester record Types of Users Overview (cont’d)
- 6. MC University Record interaction chart: Types of Users Overview (cont’d)
- 7. MC University Employees or Contractors • Technicians • System Administrators • Supervisors and Managers • Receive Work Order assignments • Track Labor costs and hours Labor
- 8. MC University Designed to initiate Service Requests Access to Service Requester or Reporter / Service Requester Requester
- 9. MC University Now let’s take a look at the different views from a Labor record with access to the MRO, versus a Requester record with access to the Service Requester! Labor vs. Requester: Example
- 10. MC University New Members Overview Obtain Login Credentials Approve New Members Batch Approve Disable Members Create and Approve New Members
- 11. MC University Two types of creation methods for new Labor and Requester records: • Manual creation • Member sign up New Members Overview
- 12. MC University Manual creation does not create Member record • No login credentials • Used to track data from Admin perspective • Can be linked to Member record at a later time New Members Overview (cont’d)
- 13. MC University Member sign up: • Access to MC • Must go through sign up process • Record auto-created or linked to existing • Application access designated on Member record New Members Overview (cont’d)
- 14. MC University Each user needing access must complete “sign up” process Only authorized individuals have access to data Ensures association to correct set of permissions New Members Overview (cont’d)
- 15. MC University Connection Key unique to organization (prompted during sign up) Tools Service Requester Configuration Integration Tab Obtain Login Credentials
- 16. MC University Enter correct MC URL: • Online Customers: www.maintenanceconnection.com • Onsite Customers: http://servername/mc_web MC Welcome Page displays with Log In Button Obtain Login Credentials (cont’d)
- 17. MC University Prompts for Member ID and Password “Need to Sign Up for the First Time?” or “Want to Sign Up?” Obtain Login Credentials (cont’d)
- 18. MC University Indicate whether or not user is a member of MC: Obtain Login Credentials (cont’d)
- 19. MC University Enter Connection Key: Obtain Login Credentials (cont’d)
- 20. MC University Enter important user information: • Profile Info • Member ID / Password Info Obtain Login Credentials (cont’d)
- 21. MC University • Forgot My Password • Repair Center • Terms of Use Obtain Login Credentials (cont’d)
- 22. MC University Confirmation message and request pending email or warning message: Obtain Login Credentials (cont’d)
- 23. MC University After approval, additional notification email is sent to user: Obtain Login Credentials (cont’d)
- 24. MC University Now let’s take a look at signing up a user for the first time to be waiting for Approval to access MC! Obtain Login Credentials: Example
- 25. MC University System Administrators typically approve all new Members Red “reminder” task on Home Page Approve individual or batch membership records Approve New Members
- 26. MC University Directs to Members Module for Members waiting for approval Select member to display details Approve New Members (cont’d)
- 27. MC University Member Detail Page includes: • Access Status • Access Group Approve New Members (cont’d)
- 28. MC University • Applications Approve New Members (cont’d)
- 29. MC University • Session Time Out • Integration Info Approve New Members (cont’d)
- 30. MC University Example of Member waiting approval: Approve New Members (cont’d)
- 31. MC University Now let’s take a look at approving a new member waiting for access to MC! Approve New Member: Example
- 32. MC University Disable vs. Delete Member record will not delete Labor record (history is saved) Disable Members
- 33. MC University Process multiple membership requests in one step • Only useful for same RC and AG • Only if no existing Labor or Requester Record Use Expanded Explorer view and Batch Approve feature Batch Approve
- 34. MC University Example of batch Approvals: Batch Approve (cont’d)
- 35. MC University Example (cont’d): Batch Approve (cont’d)
- 36. MC University Staff Instructions Administrator Sign Up for Staff Sign Up Instructions
- 37. MC University Accessed via Service Requester Configuration Tool Generate email instructions for staff Staff Instructions
- 38. MC University Email draft displays with template of instructions: Staff Instructions (cont’d)
- 39. MC University System Administrators can complete sign up process for staff if desired Forgot my password prompts Users instructed to update password via Profile Administrator Sign Up for Staff
- 40. MC University Password Management Tool Overview Members Security Settings Password Management Tool
- 41. MC University System Admin Tool to: • Change passwords for users • View / update “forgot my password” • Define password parameters Password Management Tool Overview
- 42. MC University Access Group Rights available for permission to access tool Password Management Tool Overview (cont’d)
- 43. MC University Alphabetical list of all approved members Filter controls available to limit results Members
- 44. MC University Edit Member Dialog: Members (cont’d)
- 45. MC University Desired level of security (password strength) • Only affects future password changes Security Settings
- 46. MC University Prompts to change passwords • Resets all user password change or expiration dates Security Settings (cont’d)
- 47. MC University Modify Password Strength Dropdown Control • Weak = 6+ characters • Medium = 8+ characters and numbers • Strong = 8+ characters, numbers, and symbols Security Settings (cont’d)
- 48. MC University Prompt for Password Change Controls • Independent prompt for MRO / TWC / Reporter • Separate prompt for Service Requester • “Never” or different day intervals are provided Security Settings (cont’d)