Handle users in Meridix Basic

Users in the system with administrative rights can create additional user accounts that can be used to access Meridix Basic.

List users

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

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 a new user can be created.

E-mail address for the user 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 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 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 time zone where the call was logged.

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

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

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

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

Language specifies the language of which the user interface and 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)

Edit an existing user

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

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 user and click on the button Delete user.

Grant access to numbers

If the 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.

Additional

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.

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

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.

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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