User management is performed within the SmartStubs Web Application. Navigate to Management > System > User Configuration.
Users are organized into Roles. Roles are used to create hierarchy such as departments or locations. Permissions can be applied at the role level and applied to all users within that role.
Creating Roles
Choose Add New Role to start the role creation workflow. Enter a description for the role and choose from the options presented.
Use Complex Password - requires that user passwords be complex in nature. Complex passwords contain uppercase and lowercase letters, numbers and have a defined length minimum.
Use MFA - requires that users enroll a second authentication method when logging into the SmartStubs Web Application.
Use Login Locations - requires that users provide their login location upon logging into the SmartStubs Web Application. Roles that perform sales should always use login locations.
Use Default Login Locations - automatically selects the login location defined at the role level for all users within the role.
Editing Roles
Once created, a role can be edited at any time by selecting Edit Role Details after selecting a role.
Disabling Roles
Roles can be disabled by selecting Disable Role after selecting a role. Administrators can view disabled roles by turning on the Show inactive options checkbox in the bottom left corner of the user management screen.
Creating New Users
Users can be created after a role is defined. User creation applies to the SmartStubs Web Application and the SmartStubs Mobile Application.
To create a user, find the role that user will be assigned to and select Add New User. Enter the required information to create the user.
Display Name - typically the users first and last name or employee number.
Username - typically the users first initial and last name or employee number.
Password
Confirm Password
Email Address - can be left blank, if left blank the user will not be eligible to participate in self service password reset using the SmartStubs Web Application.
Is Locked - leave unchecked during initial user creation.
Editing Users
Once created, a user can be edited at any time by selecting Edit User Details after selecting the user.
Disabling Users
Users can be disabled by selecting Disable User. Disabled users cannot log into any SmartStubs application.
Unlocking User Accounts
If a user enters their password incorrectly ten (10) or more times in the SmartStubs Mobile Application or Web Application, their user profile will lock. Locked users cannot unlock their own accounts and will require administrative help to unlock their accounts.
To unlock a user account, find the locked user, choose Edit User Details, uncheck the Is Locked checkbox and click Update.
Role vs. User Permissions
Permissions are applied at the role level first and can be granulized at the user level. Once a user is assigned a role, the role permissions will automatically apply to the user and all other users within the role. If needed, granular permissions can be applied to individual users. Granular user level permissions affect only the targeted user account, the other accounts within the role will retain the role level permissions.