Difference between revisions of "SOP-MES0034 Admin User Maintenance"

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== <span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance">User Maintenance</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
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 +
== <span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance">User Maintenance</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
 
User Maintenance allows the administrator to '''add''', '''edit''', '''activate''', '''deactivate''', and '''delete''' users. Local users can also change their passwords with the User Maintenance portlet.
 
User Maintenance allows the administrator to '''add''', '''edit''', '''activate''', '''deactivate''', and '''delete''' users. Local users can also change their passwords with the User Maintenance portlet.
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&nbsp;
 
&nbsp;
  
Filter Users
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Assign User, Filter Users
  
The Administrator has the option to filter the username results by '''Screen Name''', '''E-Mail''', '''Status''', or '''User Type'''.
+
The Administrator has the option to filter the username results by '''User ID''', '''Status''',&nbsp;'''User Name''', '''Authentication Type''', and&nbsp;'''E-Mail.'''
  
 
1. To filter the users, enter the desired information into the appropriate field and select '''Search'''.
 
1. To filter the users, enter the desired information into the appropriate field and select '''Search'''.
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&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User">Add User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User">Add User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list.
 
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list.
  
The following form is to determine if the new user is an LDAP user or a&nbsp;Non-LDAP user. LDAP users have email accounts and can usually access ERP and/or Agile. Non-LDAP users do not have an email address or a system login account.
+
<u>'''Note'''</u>: The following form is to determine if the new user is an '''Enterprise''' user or a '''Local''' user.
  
 
<br/> '''Figure 5: Add User'''
 
<br/> '''Figure 5: Add User'''
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[[File:AddUser0.jpg|AddUser0.jpg]]
 
[[File:AddUser0.jpg|AddUser0.jpg]]
  
<br/> 1. After selecting LDAP or Non-LDAP, enter a valid universal login name in the format firstname_lastname, all in lower case, then select '''Next'''.
+
&nbsp;
  
<u>'''Note'''</u>: If uppercase characters are entered, the account will be created, but the user will not have access to the various functionalities.
+
<u>'''Note'''</u>:&nbsp;'''Enterprise''' accounts and '''Local '''accounts will support being added by email address, but users will not be forced to create an account with email address format unless the email validation switch has been turned on. The email validation switch is environment level and only applies to Enterprise accounts.
  
<u>'''Note'''</u>: The '''Plant''', '''Site''', '''Screen Name''', '''First Name, Last Name''', '''Email''', '''ERP Employee ID''', and '''Job Title''' will be filled according to the information that has been transferred from the Universal Login system.
+
&nbsp;
  
2. Select the '''Labor Type''' and '''Job Level''' from the drop-down boxes and enter the user's '''Department''' and '''Telephone''', then select the '''Save''' button.
+
2. After selecting&nbsp;'''Enterprise''' or '''Local''', enter a valid username, all in lowercase, then select '''Next'''.
 +
 
 +
&nbsp;
 +
 
 +
'''<u>Note</u>: '''The fields will be filled in according to the information that has been transferred from the Universal Login system.
  
 
&nbsp;
 
&nbsp;
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&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User">Edit User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
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#
 +
Select the '''Labor Type''' and '''Job Level''' from the drop-down lists:
 +
 
 +
&nbsp;
 +
'''&nbsp;Labor Type '''has the following options:
 +
 
 +
*
 +
Direct Labor
 +
 
 +
*
 +
Indirect Labor
 +
 
 +
*
 +
Crew Labor
 +
 
 +
 
 +
'''Job Level '''has the following options:
 +
 
 +
*
 +
Exempt&nbsp;
 +
 
 +
*
 +
Non-exempt&nbsp;
 +
 
 +
 
 +
&nbsp;
 +
 
 +
#
 +
==== The User's Department and Telephone are optional, then select the '''Save''' button.&nbsp; ====
  
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''.
 
  
 
&nbsp;
 
&nbsp;
  
 
'''Figure 7: Labor Type'''
 
'''Figure 7: Labor Type'''
 +
 +
[[File:LaborType7.jpg|LaborType7.jpg]]
 +
 +
&nbsp;
 +
 +
'''Figure 8: Job Level'''
 +
 +
[[File:LaborType7.jpg|LaborType7.jpg]]
 +
 +
&nbsp;
 +
 +
==== '''Edit User&nbsp;''' ====
 +
 +
To edit a user, check the box to the left of the desired username, then select''''''Save.'''
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
 +
'''Figure 9: Edit User'''
  
 
[[File:LaborType7.jpg|LaborType7.jpg]]
 
[[File:LaborType7.jpg|LaborType7.jpg]]
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2. Enter the desired information, then select '''Save'''.
 
2. Enter the desired information, then select '''Save'''.
  
==== <span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User">Activate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+
&nbsp;
 +
 
 +
==== <span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User">Activate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
 +
 
 +
&nbsp;
  
 
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.
 
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.
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&nbsp;
 
&nbsp;
  
'''Figure 8: Job Level'''
+
'''Figure 10: Activate User'''
  
 
[[File:JobLevel.jpg|JobLevel.jpg]]<br/> &nbsp;
 
[[File:JobLevel.jpg|JobLevel.jpg]]<br/> &nbsp;
  
==== <span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User">Deactivate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
+
==== <span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User">Deactivate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''.
 
1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''.
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&nbsp;
 
&nbsp;
  
'''Figure 9: Deactivate User'''
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'''Figure 11: Deactivate User'''
 
 
[[File:AdminUser09.jpg|700px|AdminUser09.jpg]]
 
 
 
&nbsp;
 
 
 
'''Figure 10: Deactivate User'''
 
  
 
[[File:AdminUser09.jpg|700px|AdminUser09.jpg]]
 
[[File:AdminUser09.jpg|700px|AdminUser09.jpg]]
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&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User">Delete User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
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==== <span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User">Delete User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ====
  
 
<br/> Inactive users can be deleted from the inactive user screen.
 
<br/> Inactive users can be deleted from the inactive user screen.
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&nbsp;
 
&nbsp;
  
'''Figure 10: Delete User'''
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'''Figure 12: Delete User'''
  
 
[[File:AdminUser10.jpg|700px|AdminUser10.jpg]]
 
[[File:AdminUser10.jpg|700px|AdminUser10.jpg]]
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Change Password
 
Change Password
  
LDAP users must use the universal password change functionality to change their password every 60 days based upon the standard corporate password policy. Non-LDAP users must change their passwords using the Change Password functionality in the User Maintenance portlet. Non-LDAP users must change their passwords every 90 days.
+
'''Enterprise''' users must use this&nbsp; functionality to change their password every 60 days based upon the standard corporate password policy. '''Local''' users must change their passwords using the Change Password functionality in the User Maintenance portlet. '''Local''' users must change their passwords every 90 days.
  
 
&nbsp;
 
&nbsp;
  
#To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select Change Password.  
+
#To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select '''Change Password'''.  
 
#The '''Change User Password '''form displays.  
 
#The '''Change User Password '''form displays.  
  
 
&nbsp;
 
&nbsp;
  
'''Figure 11: Change Non-LDAP Password'''
+
'''Figure 11: Change Local Password'''
  
 
[[File:AdminUser11.jpg|700px|AdminUser11.jpg]]
 
[[File:AdminUser11.jpg|700px|AdminUser11.jpg]]
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&nbsp;
 
&nbsp;
  
#Enter a new password in the '''Password '''field and then confirm the new password in the '''Confirm Password '''field.
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#Enter a new password, then confirm the new password and click '''Save.'''  
  
 
&nbsp;
 
&nbsp;
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<u>'''Note'''</u>: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable.
 
<u>'''Note'''</u>: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable.
  
&nbsp;
+
<u>'''Note'''</u>: Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow notice to change passwords before they expire.
  
#Select '''Save''' to change the password, or '''Cancel''' to exit.  
+
'''<u>Note</u>: '''Enterprise users cannot modify other enterprise user’s passwords.
  
 
&nbsp;
 
&nbsp;
  
<u>'''Note'''</u>: Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow notice to change passwords before they expire.
+
'''Figure 12: Enterprise Password'''
 +
 
 +
[[File:JobLevel.jpg|JobLevel.jpg]]
  
 
----
 
----

Revision as of 16:09, 24 January 2022

42Q Home >Administration > Admin User Maintenance
 

 

 

 

Administration
Admin User Maintenance
Version MES15
Revision B1
 

 

 


Administration

Administrative privileges in 42Q 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
  • Generic Attribute Maintenance

 

Also located in the Administration menu heading are  Shop Floor Control Administrator, Document ControlTraceability AdministratorNotification & Escalation, Meas Instance Admin, and Lable4 Engine Admin.

 

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

 

Figure 1: User Sign-In

42Q Welcome Page.png

 

Figure 2: 42Q Welcome

WelcomeAdmin.jpg.jpg

 


User Maintenance

User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users. Local users can also change their passwords with the User Maintenance portlet.

1. To access the User Maintenance page, navigate to Administration User Maintenance.

All available users will be listed alphabetically.

 

Figure 3: User Maintenance

UserMaint.jpg

 

Assign User, Filter Users

The Administrator has the option to filter the username results by User ID, StatusUser Name, Authentication Type, and E-Mail.

1. To filter the users, enter the desired information into the appropriate field and select Search.


Figure 4: Filter Results

FilterResults.jpg

 

Add User

1. To add a user, select the Add button located at the left of the main screen above the user list.

Note: The following form is to determine if the new user is an Enterprise user or a Local user.


Figure 5: Add User

AddUser0.jpg

 

NoteEnterprise accounts and Local accounts will support being added by email address, but users will not be forced to create an account with email address format unless the email validation switch has been turned on. The email validation switch is environment level and only applies to Enterprise accounts.

 

2. After selecting Enterprise or Local, enter a valid username, all in lowercase, then select Next.

 

Note: The fields will be filled in according to the information that has been transferred from the Universal Login system.

 

Figure 6: Add User Information

AddUserInfo.jpg

 

Select the Labor Type and Job Level from the drop-down lists:

   Labor Type has the following options:

Direct Labor

Indirect Labor

Crew Labor


Job Level has the following options:

Exempt 

Non-exempt 


 

The User's Department and Telephone are optional, then select the Save button. 

 

Figure 7: Labor Type

LaborType7.jpg

 

Figure 8: Job Level

LaborType7.jpg

 

Edit User 

To edit a user, check the box to the left of the desired username, then select'Save.

 

 

Figure 9: Edit User

LaborType7.jpg

 

On the following screen, only the Labor Type, Job Level, Badge ID, Department, and Telephone may be edited.

2. Enter the desired information, then select Save.

 

Activate User

 

If a user is inactive, he or she can be reactivated by selecting the Activate function in the User Maintenance portlet.

1. To activate a user, select the Inactive option in the Status drop-down box at the top of the main screen.

2. Select the Search button on the right of the screen to filter results to only inactive users.

3. In the Inactive user list, select the box to the left of the desired user, and then select Activate.

 

Figure 10: Activate User

JobLevel.jpg
 

Deactivate User

1. To deactivate a user, select the checkbox to the left of the active username and select Deactivate.

 

Figure 11: Deactivate User

AdminUser09.jpg

 

Delete User


Inactive users can be deleted from the inactive user screen.

1. To delete a user, select the Inactive option in the Status drop-down box at the top of the main screen.

2. Select the Search button on the right of the screen to filter results to only inactive users.

3. In the Inactive user list, select the box to the left of the desired user, and then select the Delete button at the top of the list.

 

Figure 12: Delete User

AdminUser10.jpg

 

Change Password

Enterprise users must use this  functionality to change their password every 60 days based upon the standard corporate password policy. Local users must change their passwords using the Change Password functionality in the User Maintenance portlet. Local users must change their passwords every 90 days.

 

  1. To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select Change Password.
  2. The Change User Password form displays.

 

Figure 11: Change Local Password

AdminUser11.jpg

 

  1. Enter a new password, then confirm the new password and click Save.

 

Note: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable.

Note: Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow notice to change passwords before they expire.

Note: Enterprise users cannot modify other enterprise user’s passwords.

 

Figure 12: Enterprise Password

JobLevel.jpg