SA02 - User and Password Management Techniques (MCU)
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The document outlines user and password management techniques at MC University, detailing the types of users and their roles, including labor requesters and administrators. It describes the processes for creating new members, sign-up instructions, and password management strategies, ensuring secure access and data association. Additionally, it explains how system administrators can approve members, manage passwords, and the different security settings available for user accounts.
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 Two types of records created: âą Labor record âą Requester record Types of Users Overview
- 5. MC University Record interaction chart: Types of Users Overview (contâd)
- 6. MC University Employees or Contractors âą Technicians âą System Administrators âą Supervisors and Managers âą Receive Work Order assignments âą Track Labor costs and hours Labor
- 7. MC University Designed to initiate Service Requests Access to Service Requester or Reporter / Service Requester Requester
- 8. MC University New Members Overview Obtain Login Credentials Approve New Members Batch Approve Disable Members Create and Approve New Members
- 9. MC University Two types of creation methods for new Labor and Requester records: âą Manual creation âą Member sign up New Members Overview
- 10. MC University Manual creation does not create Member record âą No login credentials âą Used to track data from Admin perspective âą Can be linked to Member record at a later time New Members Overview (contâd)
- 11. MC University Member sign up: âą Access to MC âą Must go through sign up process âą Record auto-created or linked to existing âą Application access designated on Member record New Members Overview (contâd)
- 12. MC University Each user needing access must complete âsign upâ process Only authorized individuals have access to data Ensures association to correct set of permissions New Members Overview (contâd)
- 13. MC University Connection Key unique to organization (prompted during sign up) Tools ï Service Requester Configuration ï Integration Tab Obtain Login Credentials
- 14. MC University Enter correct MC URL: âą Online Customers: www.maintenanceconnection.com âą Onsite Customers: http://servername/mc_web MC Welcome Page displays with Log In Button Obtain Login Credentials (contâd)
- 15. MC University Prompts for Member ID and Password Need to Sign Up for the First Time? or Want to Sign Up? Obtain Login Credentials (contâd)
- 16. MC University Indicate whether or not user is a member of MC: Enter Connection Key: Obtain Login Credentials (contâd)
- 17. MC University Enter important user information: âą Profile Info âą Member ID / Password Info Obtain Login Credentials (contâd)
- 18. MC University âą Forgot My Password âą Repair Center âą Terms of Use Obtain Login Credentials (contâd)
- 19. MC University Confirmation message and request pending email or warning message: Obtain Login Credentials (contâd)
- 20. MC University After approval, additional notification email is sent to user: Obtain Login Credentials (contâd)
- 21. MC University In this example a user will be signed up for the first time to be waiting for Approval to access MC! Obtain Login Credentials: Example
- 22. MC University Prompts are selected and Connection Key is entered to link to correct database: Obtain Login Credentials: Example (contâd)
- 23. MC University Profile Information and Member ID / Password Info is filled in: Obtain Login Credentials: Example (contâd)
- 24. MC University Password security question, Repair Center Info, and Terms of Use acceptance defined: Obtain Login Credentials: Example (contâd)
- 25. MC University Successful connection message will appear and Approval Waiting email will be sent to user: Obtain Login Credentials: Example (contâd)
- 26. MC University System Administrators typically approve all new Members Red âreminderâ task on Home Page Approve individual or batch membership records Approve New Members
- 27. MC University Directs to Members Module for Members waiting for approval Select member to display details Approve New Members (contâd)
- 28. MC University Member Detail Page includes: âą Access Status âą Access Group Approve New Members (contâd)
- 29. MC University âą Applications Approve New Members (contâd)
- 30. MC University âą Session Time Out âą Integration Info Approve New Members (contâd)
- 31. MC University Example of Member waiting approval: Approve New Members (contâd)
- 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 âą 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 (contâd)
- 35. MC University Example (contâd): Batch Approve (contâd)
- 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 (contâd)
- 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 Overview Members Security Settings Password Management Tool
- 41. MC University System Admin Tool to: âą Change passwords for users âą View / update âforgot my passwordâ âą Define password parameters Access Group Rights available for permission to access tool Password Management Overview
- 42. MC University Alphabetical list of all approved members Filter controls available to limit results Members
- 43. MC University Edit Member Dialog: Members (contâd)
- 44. MC University Desired level of security (password strength) âą Only affects future password changes Prompts to change passwords âą Resets all user password change or expiration dates Security Settings
- 45. MC University Modify Password Strength Dropdown Control âą Weak = 6+ characters âą Medium = 8+ characters and numbers âą Strong = 8+ characters, numbers, and symbols Security Settings (contâd)
- 46. MC University Prompt for Password Change Controls âą Independent prompt for MRO / TWC / Reporter âą Separate prompt for Service Requester âą Never or different day intervals are provided Security Settings (contâd)