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ASSET MANAGER 9.

32

ASSET MANAGER ADMINISTRATIVE


ACTIVITIES FOR ASSET MANAGER USERS

2
Date of issue: 03 June 2014

Revision History

REVISION HISTORY
Name

Date

version

Summary of changes

Raghavendra
Shirali

03-June2014

0.1

Initial Version

Raghavendra
Shirali

05-June

0.2

Minor changes

REVIEW HISTORY
Reviewer Name

Doc Version
Reviewed

Date Sent
for review

Date
Review
Filed

Approved/Rejected
(with Reasons)

Jayaprakash Mallisetty
Muzammil Ahmed

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CONTENTS
About this document

Intended readership

In this guide

Chapter 1 RESET PASSWORD

Chapter 2 CHANGE ASSET MANAGER USER ROLE

Chapter 3 CREATE NEW USER ACCOUNT

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ABOUT THIS DOCUMENT


INTENDED READERSHIP
This guide is mainly intended for Asset Manager Administrator handling the asset manager user
accounts.
IN THIS GUIDE
This guide describes how to reset the asset manager users account password and also change the user
roles of the Asset Manager users.
The guide has been prepared with following steps.
1. This document has been prepared using the Asset Manager Web client application.
2. The steps and screenshots are based on the Asset Manager role TR GSD Admin.

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CHAPTER 1 RESET PASSWORD


This chapters objective is to explore the steps on how to reset the password of the asset manager users.

1. Select the wizard Administration / Reset Password - Change Profile from the navigation
bar

2. Select the option Reset a users Asset Manager Password and click Next button.

3. Page provides option to search the user either by using last name or employeeID (SAFE ID).
Select one of the option best suites you and click Next button.
Note: For the purpose of documentation, Look up by employeeId option is selected.

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4. Enter the Employee ID and click the Find button to search the same in the Asset Manager.
The result is shown in the List of Employees.
Select the employee from the list and click Next.

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5. Enter the new password and confirm the same password in the Confirm password.
Click the Tab after entering the Confirm password to enable the Finish button.
Note:
Finish button will be enabled once the new password and Confirm password matches.
Password cannot be empty.

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6. Click Finish to execute the wizard.

Important Information
1. If the Asset Manager User do not has Login Name, password reset is not possible. In such cases,
below messages will be displayed after clicking Finish button.

2. The users will be prompted to change the password once they try to login after password reset.
Unless users change the password, Asset Manager will not allow them to proceed.

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CHAPTER 2 CHANGE ASSET MANAGER USER ROLE


This chapters objective is to explore the steps on how to change the role of the asset manager users.

1. Select the wizard Administration / Reset Password - Change Profile from the navigation
bar

2. Select the option Change Role for Asset Manager User and click Next button.

3. Page provides option to search the user either by using last name or employeeID (SAFE ID).
Select one of the option best suites you and click Next button.

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Note: For the purpose of documentation, Look up by employeeId option is selected.

4. Enter the Employee ID and click the Find button to search the same in the Asset Manager.
The result is shown in the List of Employees.
Select the employee from the list and click Next.

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5. The Change Profile page provides option to remove the existing Role assigned to the user and
also provides the option to add other available roles.
Note:
Current Available User Roles will list down all the roles assigned to the user. You can
select one or more than one roles to remove. If no role(s) selected, then NO role(s)
will be removed.
Current Roles used at Connection will display which role is being used by the user out of
current available user roles. Please do not remove the current role used at connection
from the Current Available User Roles.
Available User Roles will show all the roles which can be added to the user. This list will
exclude the roles which are available in the current available user roles. You can select one
or more than one roles to add. If no role(s) selected, then NO role(s) will be added.
Role can be added and removed simultaneously by selecting respected Roles.
Finish button will not be available unless either Remove or Addition of the Role is not selected.
Please do not remove the roles from user account which is currently being used as Roles
used at connection. (Refer # 2 in the Important Information)

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6. Click Finish to execute the wizard.


7. Once the wizard is finished, the status of the Role addition/remove is displayed.

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Important Information
1. Wizard will not allow the Administrative privileged users to change the roles since Roles are
irrelevant for Admin privileged users. Similarly Current Available user Roles, Roles used at
connection and Available user roles option will not be displayed in the wizard.

2. Please be careful while removing the Current Available User Roles from the user account. You
should not remove the roles from user account which is currently being used as Roles used at
connection. This will cause login error to the user.

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CHAPTER 3 CREATE NEW USER ACCOUNT


This chapters objective is to explore the steps on how to create new Asset Manager account for the
user.
.
1. Select the wizard Administration / Reset Password - Change Profile from the navigation
bar

2. Select the option Change Role for Asset Manager User and click Next button.

3. Page provides option to search the user either by using last name or employeeID (SAFE ID).
Select one of the option best suites you and click Next button.
Note: For the purpose of documentation, Look up by employeeId option is selected.

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4. Enter the Employee ID and click the Find button to search the same in the Asset Manager.
The result is shown in the List of Employees.
Select the employee from the list and click Next.

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5. The "Provide the necessary login details for the user" page provides the option to provide
the login related information.
Note
User Login will be the login name of the user to access the Asset Manager. This is Mandatory
attribute.
Check User Name availability button will provide the capability to check whether the User
name being provided to the user is available. User Login is a unique attribute in Asset manager
and no two users can have same User Login. This button needs to be clicked in order to use the
Finish button. User Login Available means entered user name can be provided to the user.
If user name is assigned to another user, User Login XXXXX is already present, Please
select a different User Login.
Password will be the password of the user to login into Asset Manager
Available User Roles will list down the number of roles available in Asset Manager. There
must be at least one role needs to be assigned to the user.
Add to Selected Roles button will provide the capability to assign the roles to user selected in
the Available user roles.
Role to be used at connection will define which role needs to be used during the Login. This
is mandatory attribute and will contain the list of roles added to the selected roles only.

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6. Populate the values and click Finish to create the user account.

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After adding the above selected roles.

7. Once the wizard is completed, the status of the user account creation will be displayed.

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Important Information
1. The users will be prompted to change the password once they try to login after password
reset. Unless users change the password, Asset Manager will not allow them to proceed.
2. If the user has been given with multiple roles, he/she can switch the role by themselves by
using the wizard Administration / User actions / Select your Asset Manager user
role.... User must reconnect to the database in order to use your new role.

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Date of issue: 05.JUNE.2014