Introduction
In this article you will be shown how to create and delete a user on the admin portal. You will need the administrator role to be able to do this. You will also be shown security configurations.
How to Implement
Creating a user:
To create an admin portal user, navigate to the users tab.
To create a user, press the ‘+Add New’ button in the top right. This will take you to the user settings page. To create your user, you will need to enter the following:
- User Name (Mandatory)
- Full Name (Mandatory
- Password / Confirm Password (Mandatory)
All other fields are optional.
Other field uses:
- External Identifier is used to link the user’s account to other CAFM software systems such as Planon, Maximo and Concept
- Email Address is the user’s email that will be used for contacting them in the event of password changes and other alerts
- Password Change Required means the user will need to change their password upon first login
- Date Password Changed states the last time the password was changed
- Password Never Expires, when ticked, means that the user’s password will never expire
- Expiration Date allows you to set an expiration date for the user’s current password
- Disabled will disable the user and prevent the user from syncing or logging in to their account
- Invalid Login Attempts is the number of logins attempts before the user becomes locked. The default number of failed logins is five, however this varies from customer to customer
- Force Password Change makes the user change their password upon request
- Send Password Reset Link will send a password reset link to the user’s email address so they are able to reset their password
Deleting a User
To delete a user, navigate to the Users tab.
Click on the row of the user you wish to delete. It should appear orange.
In the top right corner of the Users box, click on the Tools button, then Delete.
A confirmation message will appear on screen. Click Remove to delete the user.
Before refreshing your users, you must save after deleting. This can be done by clicking the blue Save button to the left of the Tools button.
After saving your changes, click Refresh, and the user’s row should no longer be visible.
Please note that this is only a “soft” delete of a user. If you have accidentally deleted a user, or wish to recover a user, contact Mobiess IT Support.