Table of Contents
With this module you can perform the following actions
View all users currently available in the system
Change users password if they are unable to login
Deactivate users if they no longer require access
Add new users
Set user roles
Define what departments users can have cases assigned to them in
Setup users as inspectors and configure what sections and inspections the user should be able to be assigned to
Set or adjust Password security setting for MAGNET
The User Management module, if enabled on your Admin Panel, will be shown on the Admin Panel home screen.
Clicking on the User Management item, will bring you to the User List screen.
This screen allows for the viewing of all users currently available in the system, as well as editing existing users and creating new users.
From this screen, you can easily search for user, using the filters at the bottom of the table.
To edit an existing user, simply locate the user to be edited and click on the edit icon in the Options column.
Creating a new User
To create a new user, click on the 
Create User button on the top right of the user table.
This will bring you to the new user creation screen. This form allows for the specifying of the user information, their role, and setting up any inspection information (if the user is an inspector).
Once all the required details have been entered, the “Create” button will become available. This button will save the new user's information and make it so they can begin to use the system.
If the user being created belongs to the Inspector group, upon clicking the “Create” button you will be presented with the inspection configuration options. These are detailed in the documentation below.
User Details
The user details section of the form contains the information relating your user to their departments, roles and login information.
Field Name | Field Details |
|---|---|
Login Name | This field sets the login name or username that the user will use to log in to the MAGNET system. Login Names must be unique, and the system will verify that the requested login name is available. The Login Name cannot be changed once a user is created. |
Password | This is the default password the user will use to login into the MAGNET system. When editing a user you must click the “Change Password” link in order to see this field. |
Confirm Password | This field is to confirm that the password entered is correct. You should type the same value in this field and the password field. This field is disabled until a value is entered into the password field. When editing a user, you must click the “Change Password” link in order to see this field |
Force Reset? | If selected, the user will be required to change their password on first login. |
Job Title | The new user's position in the municipality or job title. |
Office | This field allows for the selecting of any configured offices. Typically, this field will only have “Default Office” or “Main Office”. |
Role | This field allows the selecting of one or more roles the user should be included in. Roles control what features and permissions users have throughout the system. If you have questions about the available roles, please feel free to contact your friendly MAGNET Support team. Press and hold the Ctrl key and click to select multiple options. |
Group Name | This field determines what group the user belongs to. Typically, the available groups are User and Inspector. If a user will be performing inspections in MAGNET, they must belong to the Inspector group. Press and hold the Ctrl key and click to select multiple options. |
Department | The department field shows a list of the available departments for your municipality. Selecting departments allows for users to be assigned to cases in those departments. This field is optional. If no users are added to department, the Assigned To field will not be displayed on cases. Press and hold the Ctrl key and click to select multiple options. |
Contact Details
The contact details section of the form contains the contact information for the new user.
Field Name | Field Details |
|---|---|
First Name | The users first name |
Middle Name | The users middle name |
Last Name | The users last name |
Surname | The users surname (JR, SR, etc.) |
Company | The company the user belongs to, if not part of the municipality |
Cell | The users cell phone number |
Work | The users work number |
Fax | The users fax number |
The users email address |
Inspector Configuration
After clicking on the “Create” button, if the new user is set to belong to the Inspector group, you will be presented with the Inspector Setup Wizard, which allows for the configuring of what inspections/section this user can do.
The first step in the Inspector Setup Wizard is to select the Sections that this inspector should be allowed to perform inspections in.
Press and hold the Ctrl key and click to select multiple options.
Once the desired sections have been selected, you can continue to the next step by clicking on “Next”.
This screen allows you to select if the inspector should be able to be assigned to all inspections in the selected sections, or if the inspector should be limited to only certain inspections.
Selecting “Yes” will create the user and that user will be available to schedule any inspection in any of the selected sections.
Selecting “No” will take you to the next step, which allows for the selecting of which inspections can be done by this user in each of the selected sections.
From here, you can select the specific inspection, per section, that this inspector can be assigned to. Any inspection not selected, will prevent this inspectors name from being available in the schedule inspection screen for that type of inspection.
Password Security
Added in version 6.3
For users with permission to view and manage the MAGNET Password Security options, you will see a new Password Security option to the left of the Create User option.
Clicking on this option will take you to the Password Security Management screen.
By default, this feature is deactivated and default settings are applied. To make changes to this, you must first activate the feature by clicking the Enable button
If you do not see the enable button, that means this feature has already been enabled
Security options
This module allows for the updating or changing of the following password security options
Option Name | Description | Default Setting |
|---|---|---|
Minimum Length | Allows for the setting of a minimum allowed password length. Password less than the number set will not be allowed. | By default this is not enforced and there is no minimum password length required |
Maximum Length | Allows for the setting of a maximum allowed password length. Password greater than the limit set will not be allowed. | By default this is not enforced and there is no maximum password length required |
Require Capitol | Determines if a capital letter is required in the password. If set at least one letter must be capitalized or the password will not be allowed | By default this is not enforced and there is no capitol letter required |
Require Number | Determines if a number is required in the password. If set, the password must contain at least one number or the password will not be allowed. | By default this is not enforced and there is no numbers required |
Password Expiration | The number of days until a user will be forced to change their password on next login. If set, once the number of days has elapsed, the user will be required to change their password on the next login. | By default this is not enforced and a users password will never expire |
Previous Passwords | The number of previous passwords the user should be prevented from re-using. This option prevents the user from re-using any previous password used based on the number set. For example, if the number is set to 2, the user would be prevented from re-using the previous two passwords used(including the current password) | By default this is not enforced and a user can re-use their password as many times as they would like. It is strongly suggested to utilize this option if you have a password expiration set, or the user will be able to reset their password to their current password. |
Allow Special Characters | Determines if special characters are allowed in the password. | By default special characters are not allowed in the password. |
PLEASE NOTE
Changes made in the Password Security options do not immediately invalidate users passwords. For example, if you changed the minimum password length to 5, users with a password length of 3 would still be able to utilize the password until they reset their password.