sa02 - user and password management techniques (mcu)
TRANSCRIPT
MC University
Types of Users Defined
Create and Approve New Members
Sign Up Instructions
Password Management Tool
Agenda
MC University
Labor Resources maintained will either require access or are used for historical and admin purposes
Types of Users Overview
MC University
Two types of records created:
• Labor record
• Requester record
Types of Users Overview (cont’d)
MC University
Employees or Contractors
• Technicians
• System Administrators
• Supervisors and Managers
• Receive Work Order assignments
• Track Labor costs and hours
Labor
MC University
Designed to initiate Service Requests
Access to Service Requester or Reporter / Service Requester
Requester
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
MC University
New Members Overview
Obtain Login Credentials
Approve New Members
Batch Approve
Disable Members
Create and Approve New Members
MC University
Two types of creation methods for new Labor and Requester records:
• Manual creation
• Member sign up
New Members Overview
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)
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)
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)
MC University
Connection Key unique to organization (prompted during sign up)
Tools Service Requester Configuration Integration Tab
Obtain Login Credentials
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)
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)
MC University
Enter important user information:
• Profile Info
• Member ID / Password Info
Obtain Login Credentials (cont’d)
MC University
Confirmation message and request pending email or warning message:
Obtain Login Credentials (cont’d)
MC University
After approval, additional notification email is sent to user:
Obtain Login Credentials (cont’d)
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
MC University
System Administrators typically approve all new Members
Red “reminder” task on Home Page
Approve individual or batch membership records
Approve New Members
MC University
Directs to Members Module for Members waiting for approval
Select member to display details
Approve New Members (cont’d)
MC University
Member Detail Page includes:
• Access Status
• Access Group
Approve New Members (cont’d)
MC University
Now let’s take a look at approving a new member waiting for access to MC!
Approve New Member: Example
MC University
Disable vs. Delete
Member record will not delete Labor record (history is saved)
Disable Members
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
MC University
Accessed via Service Requester Configuration Tool
Generate email instructions for staff
Staff Instructions
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
MC University
System Admin Tool to:
• Change passwords for users
• View / update “forgot my password”
• Define password parameters
Password Management Tool Overview
MC University
Access Group Rights available for permission to access tool
Password Management Tool Overview (cont’d)
MC University
Alphabetical list of all approved members
Filter controls available to limit results
Members
MC University
Desired level of security (password strength)
• Only affects future password changes
Security Settings
MC University
Prompts to change passwords
• Resets all user password change or expiration dates
Security Settings (cont’d)
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)
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)