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SA02 | User and Password Management Techniques (MCUI)
This document provides an overview of user and password management techniques in MC University. It describes the different types of users, including laborers and requesters. It also outlines the process for creating and approving new user accounts, obtaining login credentials, and using the password management tool to update passwords or security settings. The document includes examples of signing up new users, approving accounts, and using features of the password management interface.
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SA02 | User and Password Management Techniques (MCUI)
- 1. MC University SA02|User andPassword Management Techniques
- 2. MC University Types ofUsers Defined Create and Approve New Members Sign Up Instructions Password Management Tool Agenda
- 3. MC University Types ofUsers Overview Labor Requester Users Defined
- 4. MC University Labor Resourcesin MC either require access or are used for historical and admin purposes Types of Users Overview
- 5. MC University Two typesof user records created: • Labor record • Requester record Types of Users Overview (cont’d)
- 6. MC University Record interactionchart: Types of Users Overview (cont’d)
- 7. MC University Employees orContractors • Technicians • System Administrators • Supervisors and Managers • Receive Work Order assignments • Track Labor costs and hours Labor
- 8. MC University Designed toinitiate Service Requests Access to Service Requester or Reporter / Service Requester Requester
- 9. MC University New MembersOverview Obtain Login Credentials Approve New Members Batch Approve Disable Members Create and Approve New Members
- 10. MC University Two typesof creation methods for new Labor and Requester records: • Manual creation • Member sign up New Members Overview
- 11. MC University Manual creationdoes 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)
- 12. MC University Member signup: • 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)
- 13. MC University Each userneeding 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)
- 14. MC University Interactive Example1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • SA02 – Create a New Member
- 15. MC University Connection Keyunique to organization (prompted during sign up) Tools Service Requester Configuration Integration Tab Obtain Login Credentials
- 16. MC University Enter correctMC 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 forMember 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 whetheror not user is a member of MC: Obtain Login Credentials (cont’d)
- 19. MC University Enter ConnectionKey: Obtain Login Credentials (cont’d)
- 20. MC University Enter importantuser information: • Profile Info • Member ID / Password Info Obtain Login Credentials (cont’d)
- 21. MC University • ForgotMy Password • Repair Center • Terms of Use Obtain Login Credentials (cont’d)
- 22. MC University Confirmation messageand 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 System Administratorstypically approve all new Members Red “reminder” task on Home Page Approve individual or batch membership records Approve New Members
- 25. MC University Directs toMembers Module for Members waiting for approval Select member to display details Approve New Members (cont’d)
- 26. MC University Member DetailPage includes: • Access Status • Access Group Approve New Members (cont’d)
- 27. MC University • Applications ApproveNew Members (cont’d)
- 28. MC University • SessionTime Out • Integration Info Approve New Members (cont’d)
- 29. MC University Example ofMember waiting approval: Approve New Members (cont’d)
- 30. MC University Interactive Example2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • SA02 – Approving New Members
- 31. MC University Process multiplemembership requests in one step • Only useful for same Repair Center and Access Group • Only if no existing Labor or Requester Record Use Expanded List view and Batch Approve feature Batch Approve
- 32. MC University Example ofbatch Approvals: Batch Approve (cont’d)
- 33. MC University Example (cont’d): BatchApprove (cont’d)
- 34. MC University Disable vs.Delete Member record will not delete Labor record (history is saved) Disable Members
- 35. MC University Staff Instructions AdministratorSign Up for Staff Sign Up Instructions
- 36. MC University Accessed viaService Requester Configuration Tool Generate email instructions for staff Staff Instructions
- 37. MC University Email draftdisplays with template of instructions: Staff Instructions (cont’d)
- 38. MC University System Administratorscan complete sign up process for staff if desired Forgot my password prompts Users instructed to update password via Profile Administrator Sign Up for Staff
- 39. MC University Password ManagementTool Overview Members Security Settings Password Management Tool
- 40. MC University System AdminTool to: • Change passwords for users • Update Security Question • Define password parameters Password Management Tool Overview
- 41. MC University Access GroupRights available for permission to access tool Password Management Tool Overview (cont’d)
- 42. MC University Alphabetical listof all approved members Filter controls available to limit results Members
- 43. MC University Edit MemberDialog: Members (cont’d)
- 44. MC University Interactive Example3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • SA02 – Using the Password Management Tool
- 45. MC University Desired levelof security (password strength) • Only affects future password changes Security Settings
- 46. MC University Modify PasswordStrength Dropdown Control • Weak = 6+ characters • Medium = 8+ characters and numbers • Strong = 8+ characters, numbers, and symbols Security Settings (cont’d)
- 47. MC University Prompts tochange passwords • Resets all user password change or expiration dates • Separate prompt for Service Requester • “Never” or different day intervals are provided Security Settings (cont’d)
- 48.