Overview

Dataforce ASAP has two user management screens. The first, the Dataforce ASAP user screen, which is used to create and assign ‘Program Access’ to a user. This is known as the Global Users screen, to open it you:

  1. Click on the Dataforce ASAP Start button on the bottom left of the screen.
  2. Select User Management from the menu popup.

The second Dataforce ASAP user screen is located inside a program, which is used to assign client and agent access for the given program. This is known as the Program Users screen, to open it you:

  1. Click on the Dataforce ASAP Start button on the bottom left of the screen.
  2. Open the Program you wish to set Agent and Client access on.
  3. Click the Admin Menu and select the ‘Users’ menu option.

Create A New User

Creating a new user is 3 step process.

  1. Create basic User details and assign them a password.
  2. Assign Program Access to this new User.
  3. If this new User is limited, then assign the Agents and Clients they’re allowed to access.

Basic User Details

Click the Add User button to begin, if you have selected a user from the grid, the button will have ‘Edit User.’ To clear the selected user you must hold the CTRL key and then click the grid again to clear the selected user.

After you click the Add User button, you will see a screen similar to the above screen shot.

Username

The username field is entered by the user, along with their password. A good username is between 6-12 characters and it’s recommended that it has no spaces or special characters.

Access Level

There are three options:

  1. Disabled.
  2. Global Administrator.
  3. Role Based Access.

If a setting is set to Disabled the user will no longer have access to Dataforce ASAP.

The Global Administrator option is recommend for operators that control the systems configuration settings, like emails and customer forms.

The Role Based Access will require this user to be given access via a Role, this setting is recommend for your office operators.

Password

Dataforce ASAP will rate your password and will only accept a good or strong password. A good password is at least 8 characters with a mixture of letters, numbers and one special character. Dataforce ASAP passwords do expire every 60 days. A user will be prompted to change their own passwords when it expires.

Firstname, Surname, Email

Basic user details are required, the email may be used for notifications.

Dashboard

If you have setup a dashboard, you can assign them to a new user by using these fields.


Once these fields have been completed, please press the Save Details button.

Assign Access to Programs.

After the User details have been saved, you will see a new tab called Program Access, please click that tab.

In the above example, we have two programs that a user can access.

The dropdown widget next to the program’s name contains a list of user roles.

If you select No Access then the program will not be listed on the Start button for this user.

Please make your Access selections and click the Save button on the bottom right of this tab.

Assign Access to Agents and Clients

This last step is only required for Roles that do not have the “Access All agents” or “Access all Client” options enabled. These users are generally third parties you have given access to, your operators should be given full access.

To assign each Program, navigate to the user editor by:

  1. Clicking the Dataforce ASAP start button and selecting a Program.
  2. Clicking the Admin Menu and selecting the Users option.
  3. Selecting the user from the data-grid and either double-clicking that grid-row or clicking the edit user button.
  4. You’re looking for the ‘Client Access’ or ‘Agent Access Tab’ tab, please click it when found.

Please make your selections and click the Save button on the bottom right of the screen.

View and Update Existing Users.

If you’re looking to change the user’s, clients’ and agents’ access, you will need to open the Program Users screen. There are instructions at the top of the page to help you navigate to this screen.

If you’re looking to update contract access or update basic user details, you can navigate to either the Global Users screen or Program Users screen, there are instructions at the top of the page to help you navigate to either screen.

Once the screen is opened, you will need to select the user from the data-grid by either double clicking the grid-row, or a single click on the grid-row and then clicking the Edit User button.

You now have the Details tab open. You can update the user’s basic details like: username, first name, surname and email. Some advanced actions are detailed in the sections below.

Disable a user

To retire a user account, you set the access level to Disabled. For an example, see the screen shot below

Click the save button on the bottom right of this tab. We hide disabled users in the user data-grid, to see them you can click the checkbox at the top of the grid named Show Disabled Users and then click the Search button to refresh the grid.

To enable the user, set the access level option to a value other than disabled. If disabling for more than 60 days, we recommend getting a new password.

Reset Password

To change a password, you first must click the checkbox next to the password text field. For an example, see the screen shot below.

Now enter the new password into this field and the confirm password field in the next column.

Please click the save button on the bottom right of this tab.

Dataforce ASAP does not notify the user of a password change.

Unlock User Account

If a user has had three successive failed attempts at logging in from entering in the wrong password, Dataforce ASAP will lock that account. If the user’s account is locked, they cannot login until an administrator has unlocked the account.

If an account is locked, you see a new field below in the Users Details tab.

To remove the lock, you must click the checkbox and then click the save button on the bottom right of this tab.

Where to Next?