If you’d like us to set up user permissions, please raise a new case online and reference the title of this article, including the following:
The user who has the permissions.
Who are the permissions working correctly for?
Customers on Mosaic version 21.2.0.0 or later can use the User Management functionality to create accounts and update passwords:
Creating a new account:
1. Ensure you have the System Function USERMGT enabled. Without this, you won't be able to create new worker accounts:
From the Tools menu, select Configuration Tools.
Click Permissions to display the Worker role type permissions table.
Search for the role you wish to modify and click Edit icon to open the Worker role type permissions screen.
Select System functions tab to display the system functions applicable to your site.
The Search field can be used to search both the function code and description.
2. From your Home Page, select Configuration Tools from the Tools menu.
3. On the Configuration Tools page, you'll see the Menu User Management. Click on it to open the User Management page.
4. Before adding a new worker, search to make sure they're not already in Mosaic. If they aren’t listed, the Create new worker button will be enabled.
5. Click Create new worker button to open the new worker modal.
6. Enter Worker Details:
Last Name: You must enter a Last Name. If this field is empty, an error message will appear.
First Name: Enter a First Name. For example, Bill.
System User ID: Enter an ID, like BH.
Click Next to proceed.
7. Specify Role and Organization:
Select a role from the Role drop-down list and enter the start date for the role. As this is the first role added, it will be the primary role by default. Click Add to confirm.
Click Find to search for an organization. Enter a search term or use the %% wildcard in the Name field to include all organizations. Click on the relevant organization’s name to add it.
After selecting the role and organization, click Save. You’ll return to the Worker Roles List modal. Here, you can add more roles by clicking Add or edit existing roles using the icons in the Action column.
📌 Note: Only one role can be primary. If you try to set more than one primary role, an error will pop up if the dates overlap.
8. Add Telephone Numbers:
Click Next to specify telephone numbers.
Click Add to input a new telephone number. Fill in the required fields marked with *.
Click Save to return to the telephone number list modal. You can add additional numbers, edit existing ones, or click Next to continue.
9. Specify "Can Act For" Details:
Click Next to define which workers this new worker can act for.
Click Add and Find to search for existing workers. You can use all or part of their first or last names or the %% wildcard in the Last Name field.
Select the worker from the results and specify the date from which the new worker can act for them.
Click Save. You can add more workers by clicking Add or click Finish to complete the process.
10. Now, search for the new worker by their first name, like Bill, to ensure the account was created successfully.
By following these steps, you’ll add a new worker and configure their account in Mosaic without needing administrative intervention.
Updating a password:
1. You can only update a password if the worker already has a login.
2. Ensure you have the USERMGT System Function enabled. Without this, you won’t be able to change passwords:
From the Tools menu, select Configuration Tools.
Click Permissions to display the Worker role type permissions table.
Search for the role you wish to modify and click Edit icon to open the Worker role type permissions screen.
Select System functions tab to display the system functions applicable to your site.
The Search field can be used to search both the function code and description.
3. Click Change password to open the password update page.
4. On the Change Password page, you'll see three fields:
New Password: Enter a strong password here.
Re-enter New Password: Type the same password again to confirm.
Force Change on Login: Check this box if you want the worker to set a new password the next time they log in.
5. Click Save to update the password. This will apply the new password to the worker’s login.
6. Click Exit to go back to the options page.
7. The worker can now log in using the new password. If you selected Force Change on Login, the worker would need to set a new password upon their next login.
Following these steps will ensure that the password update is successful and that the worker can access their account with the new password.
If you require more information, check out chapter 2 in our configuration guide
📌 Note: To access the configuration guide, you'll be redirected to the Access Portal.