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Overview

The Accounts card and Account Settings Accounts menu bar let admin users administrators manage existing users and create new users for a given service. Accounts These pages can only be only accessed if the user administrator has any of the proper following permissions on at least one of the services defined in Admin Console supported services. “Read User”, “Create User” and “Update User” permission or “Create and MTOA supported service:

  • Create User

  • Read User

  • Update User

  • Create and invite users in any

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  • service

The table below describes what an admin user administrator can do with a given permission. 

Admin Console

Task

“Read user account” Permission

“Create

Read User

Create and Invite

user” Permission

user

“Update

Update User

Accounts” Permission

Accounts

“Create

Create and invite

users”

users 1

Access user list

X

 

 

 

Invite user to service

 

 

X

Activate/Deactivate user

X

 

X

 

Edit user

X

 

X

 

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 “Create and invite users in any service” (some time sometimes referred to as the Master permission“Master permission”) is a special permission in the “myTC Account Administration” service. Users with “Create the “Create and invite users in any service” servicepermission can invite any user (the current version only support supports internal users) user to in any of the services defined in the Admin Console supported services on page 18. However, the “Create and invite users in any service” is not a master permission, to view and edit user users (and in some cases delete), such user still needs service specific the administrator still requires “read/add/update/delete (where applicable)” delete” permissions. This is a deliberate by design, allowing service admins administrators to manage their own users while when needed, users with this special permission can assume the service admin administrator role by enrolling his/her their own account to any of the services defined in Admin Console supported services on page 18, which they want to manage. While enrolling his/her their own account to assume the service admin’s administrator role, such user still need “Read user account”, “Create and Invite user” and “Update User Accounts” permissions, without which the administrator still needs the Read User, Create and Invite User and Update User Account permissions. Without these permissions, even after enrolling themselves in a given service, such user the administrator cannot read or manager manage users. Moreover, if such user also want If such an administrator also wanted to manage other resources, for example “Email Templates” Notifications” or “Outage Notices” “Notices” or “Settings” then such user need to assign those permissions as “Service Settings” then those permissions would need to be assigned well.

Manage Users / Account Settings

The Manage Users card or Account settings menu bar displays display the list of internal user’s info. User’s info users. User information consists of user’s user name, services, permissions and status. Note that, only Only services where the admin user administrator has read permission are displayed. Furthermore, if the admin user If the administrator does not have update user account permission Update User permissions for a service, the Activate / Deactivate button will not be displayed. In the screenshot below, the admin user administrator cannot activate or deactivate a user in the RTMR service. Furthermore, the “Invite New Member” button is displayed if the admin user has Create user permission.

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Create/Invite New User

The Invite New Member button on the user list page and the Add New User button (Accounts card in home page) take you link to the invite page and allow admin user allows the administrator to invite a userusers. Inviting is a progressive reveal process on the same page. This function aims at enrolling a new user This is used for enrolling new users to services in MTOA, eventually grant some as well as granting permissions for a given service. To invite a user, you should first search for that userservices.

Related Permissions/Services

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In myTC Account Administration service, “Create and invite users in any service” permission in “myTC Account Administration” service allows a user to change his their own permissions.

Following are the The steps to invite a member (new or existing internal user) to a specific service are:

Step 1: Create and Invite Member permission is required or a user with a special permission “Create and invite users in any service” permission in “myTC Account Administration” can also Create/add or Invite an internal user to any of the services defined in Admin Console supported services on page 18.Step 2: Insert Enter the member username or email in the search box and click on search Search.

Step 32: if If the user is found, his account details are displayed and two an optional fields for phone number and PKI are also available. Otherwise, an appropriate error message will be displayedis shown.

Step 43: Select a service. Continue button is now enabled.Step 5: Click on

Note: 1- if a PFTR or MD service is selected a required field for Pilot License number is displayed.

However, if there already a license number, it will be displayed and cannot be updated

2- if an iZEV service is selected, a required field for PKI is displayed

Step 4: Click Continue to display permissions according to for the selected service and Invite button is displayed.

Step 65: Click on Invite button to invite a the user.
Note: Before the form is submitted, required fields (PKI and Pilot License number), if needed and the telephone number has been entered or modified with an invalid format, the form will not be submitted and an error message will be displayed.format are validated. An error message is displayed accordingly if there is an error.

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Member Email Address or TC\Username

Enter a Windows user name or email address. You can include “TC\” at the beginning of user name to perform the search. If TC\ is not included, then it gets appended prepended to the Windows user name.
For example if you search for “myusername”, a search will be performed on “TC\MYUSERNAME”. This field is required and is case insensitive. Search The search is first performed first in the MTOA database. If ; if unsuccessful, it will pursue to search the TC Directory. If the user is not found, an appropriate message is displayed. If found, account details will be displayed on the page.

The user is not found

 

 

 

 

 

 

 

 

...

The user is found.

 

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Service not selected

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Service selected

Telephone Number and PKI are optional fields. For most services, PKI is optional, however to enroll an internal user in service like IZEV, which need PKI, administrators of such service should make sure to assign PKI so that enrolled internal users can access their service.

Service not selected

Image Added

Non PFTR, MD or iZEV Service selected

Image Added

iZEV Service selected

Image Added

PFTR or MD Service selected

Image Added

Note: Telephone number must match Canadian format: 6139999999 / 613 999 9999 / (613) 999 999 / 613-999-9999 / (613) 999-9999.

 Pilot License Number is not editable.

Service

Services displayed in the dropdown list are those to in which the user is not yet enrolled and the admin user administrator has update permission. Once a service is selected, the Continue button will be enabled. Click on Continue button to display permissions according to the selected service.   

...

NBNote: With create and update user permissionpermissions, admin user the administrator can manage all permissions in given a service.

 

 

 

 

 

Invite

...

This button adds a user to a service in MTOA if he is they are found in the TC Directory and he is they are not yet in the MTOA database. If the user is already in MTOA, he they will be updated with his the new service and permissions. The form is submitted only if the telephone number format is valid.  

Cancel

By clicking on the cancel button, you stop the process and you are redirected to the user list page. 

Edit

Clicking on the Edit button takes you to edit user page. On the edit page, admin user administrators can manage service specific permissions and user’s status , the user status, Pki, Pilot license number and telephone number. Admin user The administrator must have update user permission Update User permissions to perform these actions. Without the permission, the status will be read-only. User’s The user status can be either active or inactive.

Telephone number must match Canadian format: 6139999999 / 613 999 9999 / (613) 999 999 / 613-999-9999 / (613) 999-9999.

 

Related Permissions/Services

Either “Update user account” in “Admin Console Supported Services”

 

Pki field is displayed if it is iZEV service and pilot license number is displayed if it is PFTR or MD service. Pilot license can be updated on Edit page.

Admin user has update user account permission 

Admin user does not have update user account permission 

Image AddedImage Added

                               

Image AddedImage Added

NBNote: Permissions are greyed out

Save Changes

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PFTR or MD Service

iZEV service

Image Added

              

Image Added

Click on edit button to edit the license number. Information warns the user of the impact of editing the license.

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Active

Active button allow the administrator to activate the user in a service. Activation takes place instantly.

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Inactive1

Inactive button allow the administrator to deactivate a user from a service. However, the administrator has two options while deactivating a user. He can deactivate the user immediately or in the future as shown in the image below.

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Immediate deactivation

By clicking on “Immediately” button, the user will be deactivated instantly and he will no longer have access to that service.

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Future deactivation

By clicking on “In the future” button, the administrator will select a date where the user will be deactivated. The default date is the next date as from the current date. The user will still have access to the service until the selected date. From the selected date, the user will no longer have access to the service.

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Save Changes

If the admin user has update user account permission. He can save changes made for a given userpermissions a Save Changes button is displayed. Once the changes are saved, the admin user is redirected back to the user list page.

Cancel

The process of editing a user is cancelled and you are redirected to the user list page.

Go back to User List

...

Internal User Search

Internal Users can be searched from the “Internal Users List” tab. For details on Internal Users List see “Manage Manage Users / Account Settings” on page 5. Settings”.

Support

...

Internal user search is supported in Admin Console v1.2 or higher.

 

Related Permissions/Services

In order to search internal users, the Admin Console user must have “Read User” a read user permission in at least one of the “Admin Console Supported Services”supported service.

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  1. From top menu area, click “Account Settings” or from home page of Admin Console click on “Manage Users” button shown on “Accounts” card

  2. This opens “Account Settings”

  3. At present there is only “Internal Users List” tab, which by default already activated

  4. To search user in type search value in free search text box with Enter the user name or email address in the “Search for internal users” text box

  5. Click on the search button or hit enter Enter while staying in search field, which .

This searches internal users by matching

...

beginning letters in one or more of following informationfields:

·         First name

·         Last name

...

The current search behavior is as follows:

  1. The Admin Console lists users from only those services where an Admin Console user has "ReadUsers" Read Users permission

  2. leading Leading and trailing spaces will be removed before searching "SearchValue"

  3. to To limit search resultresults, entered the search term need needs to be a minimum of two characters in length after trimming "SearchValue"While counting 2 characters length above "(the "TC\" domain prefix will be ignored

  4. prefixing "TC\" is optional while searching internal users by windows user name

  5. Search )

  6. The search result will include internal users matching "first name"/"last name"/email/"windows user name" starting with entered search term

  7. Matching The matching result will ignore cases however where applicable case

Note: accents must be specified while searching internal users 

Activat­­­­e / Deactivate1

Activate or Deactivate a user allows you administrators to change the user’s status to active or inactive. This action requires the update user account permission. If the user is Active, the button label will be set to Deactivate User, but if he is Inactive, the label will be set to Activate User.

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1Note on the use of “Deactivate” and “Inactive”

The following will be the impact on user enrollment:

  • The user enrollment is flag as inactive. The service will have to look up this flag in its application

  • The permission for this user will be render inactive

  • The user is still registered to the service

  • No service requests by this user have been removed or deleted