Users

The User Account and Access Control implementation within the Metrix Asset Management system is underpinned by an industry leading cloud-based solution for authentication and authorisation; ensuring the security of your asset data. Each and every user account within your environment can be entirely managed by your own system administrators via the restricted-access system administrations portal in the Metrix Asset Management system. Through this portal, system administrators can:

• Create new user accounts,
• Add or Remove role-based permissions for users, and
• Disable access for user accounts.

The user account creation process is provided as a fully self-service management system for system administrators to extend the accessibility of their environment. When creating a new account, a secure short-lived password will be emailed to the new user along with an invite to complete their account setup. At that point, the user will be prompted to initialise their own password - which is required to meet various constraints, including:

• Minimum length of 8 characters
• No spaces
• At least one uppercase letter
• At least one lowercase letter
• t least one number
• At least one special characters (excluding + and -)

Permissions

User permissions are managed through various pre-configured roles designed to function at a user activity level. Within each role, representing an end user activity, users can be given simple read, write, and/or delete permissions. Examples of such activity roles include:

• Managing asset/component information,
• Configuring classifications,
• System configuration,
• and more.

Disabled Accounts

Through the user management portal within the Metrix Asset Management system, administrators are able to disable system access completely for any user account. This action will leave the user profile setup within the environment, but prevent that account from logging into Metrix from anywhere.

Administrators, in addition to disabling access, can also re-enable account access via the same portal.

Creating New Users

This section covers the necessary steps involved in creating a new user account within the Metrix Asset Management System.

To create a new user within the Metrix Asset Management system, navigate to the System Admin menu from the profile menu, and then follow the steps below:

1. Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.

2. The list of current user accounts will be displayed. At the top of the list, beneath the page header, click ‘New User’.

3. The page will then display a portal to setup the new account details. Firstly, enter the new users name in the ‘Display Name’ text input box.

4. Next, enter the users email address. This is where the temporary password will be emailed upon completion.

5. Lastly, choose the user’s default permission roles from the list of displayed checkboxes. As a minimum, at least ‘Asset Reader’ or ‘Mobile User’ should be chosen. See the

6. To complete the account creation, click ‘Create User’ at the bottom of the portal.

Managing Permissions

This section covers the necessary steps involved in managing user permissions within the Metrix Asset Management System.

To manage existing user permissions within the Metrix Asset Management system, navigate to the System Admin menu from the profile menu, and then follow the steps below:

1. Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.

2. The list of current user accounts will be displayed alphabetically. Locate the user you wish to modify and click that row.

3. The details of the selected user will be presented. At the bottom of the page, a list of permission roles are rendered with checkbox controls. To add a role, check the adjacent checkbox. To remove a role, uncheck the adjacent checkbox.

4. To commit your changes to the system, click ‘Save’ at the top of the page.

Disabling/Enabling Accounts

This section covers the necessary steps involved in disabling and enabling user accounts within the Metrix Asset Management System.

To enable or disable existing users within the Metrix Asset Management system, navigate to the System Admin menu from the profile menu, and then follow the steps below:

1. Select the ‘Users’ sections from the left-hand side navigation pane within the System Admin page.

2. The list of current user accounts will be displayed alphabetically. Locate the user you wish to modify and click that row.

3. The details of the selected user will be presented. Within the top section of the page, a checkbox is rendered that allows you to disable or enable the user account. Toggle this checkbox accordingly.

4. To commit your changes to the system, click ‘Save’ at the top of the page.