How to create/edit new users, user groups and edit their permissions
You can create individual users and user groups that will have access to the system.
Hover over Users in the menu and select User Administration from the submenu.
CREATE USER GROUPS
User Groups allow users to be grouped together to allow permissions to be applied to a group rather than individuals.
From the User Administration screen, select User Groups, which changes the action available to Add New User Group on the right of the screen.
Enter the Full Name of the group, select the User Level and Company.
Make sure the User Group option is ticked.
Click Save.
Please note: When selecting the user level you can choose from the following:
Administrator - Always has full access to all screens and data and can create any level of user.
Super User - Can view and create assessment administrators, standard and supplier users.
Assessment Administrator - Can view and create standard and supplier users.
Standard - Can view and create supplier users.
Supplier - Will not be able to access the user administration or user permission administration screens nor view or create other users.
CREATE NEW USER
In the User Administration screen, select All Users or Active Users from the option at the top.
Click Add New User on the right of the User Administration
You will be taken to the entry screen.
Enter user information:
Full Name - Free text.
Choose User Level.
Username - This typically is in the format ‘firstname.lastname’.
Password - Free text, which might have to meet complexity requirements.
Position - Free text.
Company - Select from the drop-down menu, or select 'New Company' to enter a new one.
Email Address - Required for alerts and notifications to be sent to user.
Mobile Number - Free text.
Member of Group - This can only be added when you have set up user groups.
Click Save. Please note: You do not need to enter data into the following field:
Left Company - This tick box is used to signify an employee has left the company. If this is ticked, a user will no longer be able to log into the system but the history of any system activity performed by them is retained (e.g. checks they have completed or assessments they have created will still show their name).
For all user levels (except Administrators), the screens which they can see are typically defined by their membership of a specific User Group. The User Groups will be assigned screen permissions using the User Permissions Administration screen. Until these screens are selected, the user will not be able to access anything within TFSQ, apart from their own account settings.
Supplier users must have a Supplier Permission assigned, when the User Level is chosen as "Supplier" an additional drop-down will appear to choose the correct Supplier Permission
Click Save or Save and Email (to send login details to the user).
CHANGE OR REISSUE PASSWORD
In User Administration, tick the user to select them.
To change the password select Change Password from the actions menu.
In the pop-up that opens, enter the new password twice and click Save.
To reissue a password, select Email Login Details from the actions menu. The user will be sent an email containing their username and a link to reset their password.
USERS DEPARTING COMPANY & DELETING USERS
If a user leaves the company, the following steps must be followed. This will deactivate the user’s account so they cannot log into TFSQ QC.
In User Administration, tick the user to select them.
If a user leaves the company, select Mark as Left Company from the actions menu.
To delete a user, select Delete User from the actions menu.
Please note: Deleting a user will remove their details from TFSQ and prevent them from logging in. If they have completed any TFSQ checks, their name will disappear from those checks. To prevent their name being removed from actions such as this, instead please ‘Mark as Left Company’.
USER PERMISSIONS ADMINISTRATION
You can apply permissions to individual users or user groups. Permissions include Application Permissions (i.e. choosing which screens in TFSQ Office (website) and QC Mobile a user can access when they log in) and Data Permissions (i.e. choosing what information a user can see when they log in, such as stock codes).
ASSIGN USER PERMISSIONS
Hover over Users in the menu, and select User Permissions Administration from the submenu.
You will have options to apply data and application permissions to groups and individuals.
Application Permissions
Make sure Application Permissions are selected using the button on the right to begin applying screen permissions to users.
From the Permission Type drop down, select QC Office Web or QC Mobile.
QC Mobile Permissions – To select which QC Mobile options a user can access.
TFSQ Office Web Permissions – To select which TFSQ Office screens a user can access.
Select a Group or Individual User to apply the permissions to. You can also select a Company to filter the available users further. Please note: Group application permissions will override individual application permissions for any user that is a member of the relevant User Group. Muddy Boots recommends all non-Administrators are a member of an appropriate User Group.
The table of contents on the left will display all areas where it is possible to apply permissions to. Anything ticked indicates the permission is allowed (and restricted to only what is ticked).
Click on the green arrow to the left of the permission section to expand the view and check the appropriate boxes to select the permissions you wish to apply.
When you have selected the appropriate permissions, select Save Changes (on the right).
Data Permissions
Click on Data Permission to begin applying supplier, location and stock code permissions to users.
Choose a Permission Type from the drop down. This is a list of all areas to apply permissions to:
Location Permissions – Link a user to locations relevant to them so they only see data associated with checks completed at those locations.
Supplier Permissions – Link a user to the relevant supplier company or companies so they only see data associated with those suppliers.
Business Group Permissions - Link a user to the relevant Business Group (if applicable)
Stock Code Sub-Group Permissions - Link a user to the stock code sub-groups relevant to them so they only see data associated with checks completed for those stock code sub-groups.
Stock Code Permissions - Link a user to the relevant individual stock codes so they only see data associated with checks completed for those stock codes.
Select a user to apply the permissions to. You can also select a company to narrow down the available users further. Please note: The screen will only display assigned permissions by default; you will need to select All Items (top right above grid view) to display the full list of permissions.
Depending on the Permission Type you have chosen, different areas will display in a grid; it is possible to click on these cells to select an area to apply permissions to. Any green cells indicate permissions are allowed.
When you have selected the appropriate permissions, select Save Changes.
USER ACCOUNT OVERVIEW
The User Account Overview screen allows you to see the permissions your user account has and what notification groups you are in. You can opt out of a notification group if required. Administrators can use this screen to view details of any user.
Please note: A user needs to be given the permission to see this screen in the User Permission Administration screen.