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Handle users in

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Statistics

Users in the system with the administrator role granted administrative rights can create additional user accounts that can be used to access Touchpoint Statistics.

List users

If a user has administrator privileges administrative rights the administration section is visible in the menu. Click on the users administration item in under the administration section the menu and select users to see a list of all users.

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Add a new user

To add a new user click on the Add new user link. You will then be redirected to a page where the a new user can be definedcreated.

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E-mail address for the user , it that is used to log in into the system.

Name is a description that usually is the users first and last name but it could be any descriptive text. 

Password is defined should only be set if a specific password shall be used, . If the user should set their own personal password, leave it empty and make sure that the Sent initialization request option is checked. In that case the system will send an e-mail to the users e-mail address with information how to create a personal password and access the system.

Timezone is the timezone time zone where the user is located and is used to display time stamps correctly. Note that this setting is not used by the reports , they are always displayed in the local timezone time zone where the call was madelogged. 

Administrator should be checked if the user shall have administrative rights e.g. create additional users etc. 

View all enabled should be checked if the user should shall be able to create reports for all numbers. If it is not checked the numbers need available numbers (targets) for the user needs to be explicitly granted to the user. See the section grant access to numbers below.

Disable call specification should be checked if the user should not going to be  be granted access to the call specifications lists. 

Feature set is the level (features) that the user shall should have access to, the available options depends on the currently bought package. 

Visible modules is  are the modules that the user should have access to, only . Only a single option is available in the current release and it should always be checked. 

Language that specifies the language of which the user interface and report should reports shall be presented in. The user can change the language for their account on the My account page. 

To save the new user click on the Save new button at the bottom of the page. (You may need to scroll down to see it)

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Edit an existing user 

To edit an existing user you click on the username in the user list, the .The same options as when creating a new user is presented with the selected users setting filled in and can then be changed.  
To save Make the desired changes and then click on the Update  Update button at the bottom of the page to save them. (You may need to scroll down to see it) 

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Delete an existing user 

To delete an existing user click on the username in the user list, the same options as when creating a new user is presented with the selected users settings filled in.
Go to the tab Delete tab Delete user and click on the button Delete user.

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Grant access to numbers

If the option View all enabled 
Om alternativet Visa allt aktiverat inte är ikryssat behöver man välja vilka mätobjekt som användaren ska ha rättigheter att skapa rapporter för. Detta görs genom att först välja vilka insamlingspunkter en användare ska ha tilldelade, följt av att gå till fliken Mätobjekt och välja vilka nummer som ska tilldelas användaren.
Man tilldelar genom att markera dem i den vänstra listan (Tillgängliga) och klicka på pilen som pekar åt höger för att flytta dem till den högra listan (Valda). För att ta bort en insamlingspunkt eller ett mätobjekt för en användare så markerar man dem i den högra listan (Valda) och klicka på pilen åt vänster för att flytta tillbaka objektet.

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Övrigt

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Logga in som en annan användare

Administratörer kan på ett enkelt sätt logga in som en specifik användare genom att öppna hanteringssidan för användaren och gå till fliken Övrigt och genom att klicka på knappen Logga in som vald användare så loggas man in på användarens konto utan att behöva manuellt ange lösenordet (som är envägskrypterat och således okänt).

Skicka om initieringsförfrågan

Administratörer kan skicka om en initieringsförfrågan till en användare genom att gå till fliken Övrigt och sedan klicka på knappen Skicka initieringsförfrågan.

Användare med aktiva initeringsförfrågor markeras i användarlistan med en ikon längst till vänster.
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En aktiv initieringsförfrågan kan ogiltigförklaras genom att klicka på användarnamnet och sedan på Ogiltigförklara länken.

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Lås en användares konto

Administratörer kan låsa konton vilket betyder att man nekar användaren möjlighet att logga in i systemet.

Lås upp en användares konto

Ett användarkonto kan låsa sig p.g.a. för många misslyckade inloggningsförsök eller manuellt av en administratör. En låst användare har en hänglåsikon i kolumnen Låst i användarlistan.

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För att låsa upp ett låst användarkonto som administratör klickar man på användarnamnet och kommer då till användarsidan där alternativet att låsa upp användaren visas.

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option View all enabled is not checked the user needs to get the numbers that shall be available in the reports explicitly granted. This is done by first selecting the measurement points (organizations) and then going to the Subscribers tab and selecting which numbers the user should have access to.
A number is granted to a user by selecting it in the left list and clicking on the right arrow to move it to the right list.

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Additional

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Log in as selected user

Administrators can easily log in as a specific user by selecting the user in the user list and then go to the tab Additional and click on the Log in as selected user button.

Resend initialization request

Administrator can resend the initialization request mail to a user by going to the tab Additional and click on the Send initialization request button.

Users with pending initialization requests have a icon on the left in the user list.

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A pending initialization request can be invalidated by clicking on the link at the top.

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Lock an user

Administrators can lock a user to deny access to the system without deleting the account. 

Unlock an user

A user account can become locked because of too many failed log in attempts or manually by an administrator. A locked user has an lock icon visible in the user list.

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To unlock a locked user account as an administrator select the user and click on the Unlock button at the top.

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