SOP-MES0031 Admin Profile Maintenance

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Administration Profile Maintenance Version MES15 Portal 1.10 Work Instruction

 

This Work Instruction is 42Q's corporate standard. This document is under revision control. The latest revision is located on Intranet. Once printed it is an uncontrolled copy. All alterations to this work instruction require approval. Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

 

Administration

This edition applies to MES 15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.

Administrative privileges for the 42Q portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.

This work instruction is intended to guide administrators on how to manage and maintain the 42Q Portal, as well as to provide specific user groups a common sense of portal operation.

To access any of the Administration functionalities, the user must sign into the 42Q Portal and then select the Administration expandable heading located in the menu on the left of the screen.

 

Figure 1: User Sign-In

PM 42Q Log in Screen.jpg

Figure 2: 42Q Welcome

 

 

Profile Maintenance

This section covers Profile Maintenance instructions for the 42Q Portal, including how to add or edit roles and how to assign users specific roles. 

To access the Profile Maintenance page, navigate to Administration>Profile Maintenance.

 

Figure 3: Profile Maintenance Main Page

RTENOTITLE

 

All the available roles will be listed alphabetically by Name.

 

 

Filter Results

1. To filter the results, enter the Profile Name in the Name field and select Search.

 

Figure 4: Filter Results

PM04 Filter.jpg

 

Add Profile

1. To add a profile in Profile Maintenance, select Add located above the username list.

 

Figure 5: Add Profile

PM05AddProfile.jpg

 

2. The Add Profile form will display.

 

Figure 6: Add Profile Form

 

3. Enter a name into the Name field.

4. Enter details into the Description field.

5. Select Add to add the profile into the list.

6. Select Cancel to exit without saving.

Edit Profile

1. To edit a profile, select the desired profile by placing a checkmark in the box to the left of the profile name.

2. Select Edit.

 

Figure 7: Edit Profile

3. The edit profile form will display.

 

Figure 8: Edit Profile Form

 

4. The user can edit the Name and the Description.

5. After changes to the profile have been completed, select Save to confirm changes or Cancel to exit.

Delete Role

1. To delete a profile, select the desired profile by placing a checkmark in the box to the left of the profile name.

2. Select Delete.

 

Figure 09: Delete Profile

 

3. A confirmation pop-up will display. Select Yes to confirm or No to cancel.

 

Assign User

1. To assign a user in the Profile Maintenance page, check the box to the left of the appropriate profile name, then select Assign User.

 

Figure 10: Assign User

2. A list of available employees will display.

3. Check the box next to the name of the employee that should be assigned the role.

4. Select the Update button at the top left of the screen to save the selection.

 

Figure 11: Confirm Assign User

 

Define Permissions

Once a new profile has been created, the site permissions need to be added to it. The user can add permissions to multiple sites using the Define Permissions function.

 

1. To add permissions to a profile, select the desired profile and then select the Define Permissions icon located above the name list.

2. The Define Permissions form displays:

 

Figure 12: Define Permissions

3. Select which sites to grant access to the new profile. (These sites are listed in the expandable format. If you check the box beside an expandable title, all subtitles will be checked. If  the role is minimal, please only select the boxes beside the appropriate roles.)

4. Select Save to confirm permissions addition. Select Back to exit.

 

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Document Revision History

Date	Author	Title	Version	Change Reference
02/17/14	Ashley Martin	Technical Writer	v 1.0	This is the first revision of Generic Attribute User Guide
02/24/14	Elaine Fonaro	Technical Writer	v 1.0	Formatting to WIKI
041/28/16	Elaine Fonaro	Technical Writer	v 1.0	Converted to 42Q
07/26/16	Molly Kits	Technical Writer	v 1.0	Converted to Google Doc
11/07/16	Benjamin Kavanaugh	Technical Writer	v 1.0	Minor edits
03/05/18	Elaine Fonaro	Technical Writer	v 1.0	Updated all images; Added the Define Permissions Topic; Updated the Add Profile Topic;
03/22018	Elaine Fonaro	Technical Writer	v 1.0	Applied new Template for format.