Learn about the different types of users in MC, as well as how to create and approve them within the system and use the Password Management Tool.

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:
• Labor record
• Requester record
Types of Users Overview

5. MC University
Record interaction chart:
Types of Users Overview (cont’d)

6. MC University
Employees or Contractors
• Technicians
• System Administrators
• Supervisors and Managers
• Receive Work Order assignments
• 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

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Two types of creation methods for new
Labor and Requester records:
• Manual creation
• Member sign up
New Members Overview

10. 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)

11. 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)

12. 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)

13. MC University
Connection Key unique to organization
(prompted during sign up)
Tools  Service Requester
Configuration  Integration Tab
Obtain Login Credentials

14. 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)

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 (cont’d)

16. MC University
Indicate whether or not user is a
member of MC:
Enter Connection Key:
Obtain Login Credentials (cont’d)

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Enter important user information:
• Profile Info
• Member ID / Password Info
Obtain Login Credentials (cont’d)

18. MC University
• Forgot My Password
• Repair Center
• Terms of Use
Obtain Login Credentials (cont’d)

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Confirmation message and request
pending email or warning message:
Obtain Login Credentials (cont’d)

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After approval, additional notification
email is sent to user:
Obtain Login Credentials (cont’d)

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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
(cont’d)

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Profile Information and Member ID /
Password Info is filled in:
Obtain Login Credentials: Example
(cont’d)

24. MC University
Password security question, Repair
Center Info, and Terms of Use
acceptance defined:
Obtain Login Credentials: Example
(cont’d)

25. MC University
Successful connection message will
appear and Approval Waiting email will
be sent to user:
Obtain Login Credentials: Example
(cont’d)

26. MC University
System Administrators typically
approve all new Members
Red “reminder” task on Home Page
Approve individual or batch
membership records
Approve New Members

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Directs to Members Module for
Members waiting for approval
Select member to display details
Approve New Members (cont’d)

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Member Detail Page includes:
• Access Status
• Access Group
Approve New Members (cont’d)

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• Applications
Approve New Members (cont’d)

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• Session Time Out
• Integration Info
Approve New Members (cont’d)

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Example of Member waiting approval:
Approve New Members (cont’d)

32. MC University
Disable vs. Delete
Member record will not delete Labor
record (history is saved)
Disable Members

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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

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Example of batch Approvals:
Batch Approve (cont’d)

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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

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Email draft displays with template of
instructions:
Staff Instructions (cont’d)

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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:
• Change passwords for users
• View / update “forgot my password”
• Define password parameters
Access Group Rights available for
permission to access tool
Password Management Overview

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Alphabetical list of all approved
members
Filter controls available to limit results
Members

43. MC University
Edit Member Dialog:
Members (cont’d)

44. MC University
Desired level of security (password
strength)
• Only affects future password changes
Prompts to change passwords
• Resets all user password change or
expiration dates
Security Settings

45. 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)

46. 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)

47. Thank You for
Watching!