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, the process for creating and approving new members, and the password management tool. It describes the steps required for new members to sign up and obtain login credentials, as well as the roles of system administrators in approving access. Additionally, it provides information on security settings and password management procedures for users.
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)