User Administration
From TrackerProducts Wiki
Contents |
Definition
>> Quick Menu > User Administration
Tracker user administration allows system administrators to control who has access to the system and what access they have. Tracker employs a top down approach to user access as shown in the following table:
- Customized Access (Customized by Tracker programmers)
- System Access
- Agency Access
- Case based Access
Most installs will require nothing more than the features provided within the default version of the Tracker system. In more advanced installs, we have integrated the User Administration (UA) process to customized systems, such as Active Directly or other 3rd party systems that control user access to system resources.
General info
This screen shot shows a list of users and each of their assigned permissions. If your system is setup for Multiple Agencies you will see a drop down menu at the top titled Current Location. This drop down menu will allow you to see users that are in other facilities for which you have access.
Creating a New User
To create a new user, click the [Add New] link that is just under the tabs on the header.
New User General Information
The first screen is the general information screen. On this screen you will enter basic information for the user account. When finished, click next.
- Email Address: This section is only necessary if the user will receive automated eAlerts from the system.
- Username: Select a username for the person you'd like to add as a user.
- Temp. Password: This box will contain a temporary password for the user. When that user logs in for the first time, it will prompt them to change their password. We suggest using something easy to remember so the password can be relayed to the user without error.
New User Permissions
This screen shows the optional permissions that you can set for this user. Simply check the box that applies and click next. See the permissions later in this section for a description of each option. When done with permissions click next.
New User Groups
This section only has value if your agency is using case based permissions. By default most agencies are not using case based permissions. See case based permissions for more information on this topic. If you are using case based permissions, you can use groups to more broadly assign permissions to a case. This page allows you to select which groups a user will be attached to.
New User Agencies
This screen is only shown for systems that have multiple agencies enabled. In this area, you would assign the new user access to any of the available agencies. As an administrator, you can allow this user access to as many agencies as are available. To assign user access to a listed agency, simply click that agency name and click the right arrow button. The agency listed at the top of the list will be the default agency for that user.
New User eAlerts
The last screen allows you to enable administrative email alerts for this user. It is recommended that you enable eAlerts for a few selected individuals that serve as administrators for the system.
- Administrative Alerts – This will send an email every time an item is added or updated in the system.
- Aged Evidence Notification - This option will send a notification email of the evidence in the property or log room at an interval of every two days.
- Scheduled Audit Notification – If you want to receive an email alert about upcoming audit due dates, enable this box.
- User Failed Login Alert – If you want to receive an email when an account is failed in the system enable this box. Accounts are automatically failed when three consecutive invalid attempts are made on an account.
- Requested Items Alert -
Modifying Existing User Information (Reset Password)
To modify any property of an existing user, such as resetting a password, click that users name in the list. Clicking their name will take you to a page that show properties for that user. Modify the information and click update at the bottom.
To reset a password, click the reset password button. This will immediately reset the users password to 'password'. That user can then login with the password 'password'. Upon login, the user will be prompted to reset the password.
Permissions
When creating a new user you will be presented with permission options for that user:
- Active – Account is active and user can login. This must be checked for user to have login rights.
- Administrator - Highest level user, authorized to access all system functions
- Site Administrator – (This option is only applicable for multiple agency sites) Site administrators are like administrators but for specific agencies in the system. For example, administrators control user administration across the entire system while site administrators control user administration within specific sites that they have access.
- Power User – Power users have access to all evidence functions within the system like adding information, updating information , changing custody and running report. They, however, are restricted from certain admin functions, like user administration and customization.
- Add Evidence – Allowed to create a case / person / item in the system. Typically this user is limited to their own case unless given permission to other cases.
- Edit Evidence – Allowed to edit their own case / person / item unless granted similar permissions to another case.
- Add Custody – Allowed to check items in and out of the system.
- Run Reports – Allowed to run all reports in the system.
- Read Only - Can view all system information but is not allowed to add or update any items.
Case Permissions
See Case Permissions
