SS> Web Maintenance> User

Web User Maintenance

 

 

Summary

 

The Web User Maintenance window is used to create, maintain and track Springbrook Online Application users.

 

Related Links

 

Click here for information on the Web Setup window.

 

Step by Step

 

1     Open the Web User Selection window. 

 

  • The Web User Selection window (SS> Web Maintenance> User) displays all of the web users created in the application.
  • Filter the displayed web users by entering the desired information and clicking the Refresh icon .
    • Use the Reference Type, Reference Code and/or Reference Name fields to easily filter the web users by name or number.
  • Highlight a web user and click the Modify icon or press ENTER to edit the selected web user.
  • Click the Create icon or press INSERT to create a new web user. This will open the Web User Maintenance window.

 

2     Create a new Web User. 

 

  • The General tab displays the general web user account details.
  • Enter the new user's Email Address.
    • This email address will also be the login name the user will enter to access the online applications. You must enter the complete email address in the valid format ([email protected]) in order to save the new web user.
    • This field can accommodate up to 64 characters.
  • Check the Closed toggle to close the web user's account.
    • Once a web user's account has been flagged as closed, they will not be able to access any of the online applications.
  • The Last Successful Login field displays the date of the web user's last login.
    • This field cannot be edited and will not display a date until the web user's first successful login.
  • The User Status field displays the web user's current status.
    • If a web user has not exceeded the maximum daily unsuccessful login attempts limit, this field will display "Normal". If a web user has exceeded this limit, this field will display "Locked".
    • In order to unlock a web user's account, click the Reset icon drop-down menu and select Reset Login. This will reset the web user's account at zero unsuccessful login attempts.
    • If a web user is unable to access an online application because they have forgotten their password, click the Reset icon drop-down menu and select Reset Password. This will email a randomly-generated password to the email address associated with the web user's account. Once the web user has successfully accessed the online application with the new randomly-generated password, they will be able to change their password to something more memorable.

 

3     Complete the Application tab. 

 

  • The Application tab is used to attach online applications to the web user account.
  • Highlight an application and click the Delete icon to remove that application from the web user's account.
  • Click the Create icon to add an online application to the user's account. This will open the Web Application Selection window.
    • The Web Application Selection window will display all of the Springbrook web applications that are installed. Highlight an application and click the Confirm icon to add the selected application to the web user account.
  • Highlight the newly added application and the fields in the Maintenance section to the right will be enabled.
  • Enter a Reference Code or click the field label to select one from a list. You must select a reference code before you will be allowed to save the new web user.
    • The entity in the Reference Code field is determined by the application selected and the Reference Type field above.
    • Each reference code can only be associated with an application once.
  • Select Active from the Status drop-down menu to activate the new web user for the selected application.

 

4     View the Login History tab. 

 

  • The Login History tab will display the web user's full login history.
    • The date, time, IP address and application name of each login attempt will be recorded.
    • When a user successfully logs in to an online application, the Success toggle will be checked.
    • When a user unsuccessfully attempts to log in to an online application, the Error Message column will display the reason for the failed attempt.
      • The Cleared toggle will be checked if the web user's login history has been reset from the General tab.
  • Click the Save icon when complete.

 

5     Track any changes made to the web user record. 

 

  • Click the Audit Trail icon to open the Audit Trail window.
  • Use the Search Criteria section to sort the displayed audit history.
  • The Audit Trail section will provide details about any changes made to a web user record including the date of the change, type of change made, user that made the change, and data table that was edited.