System Administrator Role and Requirements - Revision history

Aneubert: /* Administration Support References */

2017-05-11T19:26:28Z

Administration Support References

Lpickett: /* Administration Support References */

2017-05-11T16:46:23Z

Administration Support References

Lpickett: /* Account reset, password or email change request */

2017-05-11T16:45:13Z

Account reset, password or email change request

Lpickett: /* Role and Responsibilities */

2017-05-11T16:39:28Z

Role and Responsibilities

Lpickett: /* Role and Responsibilities */

2017-05-11T16:36:21Z

Role and Responsibilities

Lpickett: /* Role and Responsibilities */

2017-05-11T16:35:39Z

Role and Responsibilities

Lpickett: /* Role and Responsibilities */

2017-05-11T16:30:03Z

Role and Responsibilities

Lpickett at 16:29, 11 May 2017

2017-05-11T16:29:40Z

Lpickett: /* Role and Responsibilities */

2017-05-11T16:17:25Z

Role and Responsibilities

Lpickett: /* Role and Responsibilities */

2015-06-15T20:02:21Z

Role and Responsibilities

@@ Line 48: / Line 48: @@
 **TAMobile 6
 ***[[Microsoft ActiveSync and WMDC]]
-***[[TAMobile Installation]]
+***[[Installing TAMobile]]
 ***[[Mobile Device Troubleshooting]]

@@ Line 46: / Line 46: @@
 *Mobile devices Setup
 **[[Smartphone App|Smartphone]]
-**TAMobile 5 and 6
+**TAMobile 6
 ***[[Microsoft ActiveSync and WMDC]]
 ***[[TAMobile Installation]]
 ***[[Mobile Device Troubleshooting]]

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 ==Account reset,  password or email change request==
-Once in the post go-live stage, TrackAbout Support will never assign a password, add new users or grant system access to a person calling or requesting access to the system. For lost password or password reset requests, TrackAbout Support will have the system send that user a reset message to the email address for that user which was already set up in TrackAbout.
+Once in the post go-live stage, TrackAbout Support will never assign a password, add new users or grant system access to a person requesting access to the system.
-TrackAbout Support will not modify the email address of a user. For requests to change an email address or add new users, or to add an email address to an existing user, TrackAbout Support will refer the user to the System Admin. TrackAbout Support can help facilitate the communication with the client's System Admin and the requester.
+For users who have an email address set up in TrackAbout, TrackAbout Support can have the system send the user a reset password message to that email address. The user can also use the "Forgot your password?" link on the login page.
 ==Administration Support References==

@@ Line 12: / Line 12: @@
 System Admins are typically managers, IT administrators or perhaps a company owner. System Admins need to have participated in all stages of implementation, from the kick-off meeting to the go-live, including all training.
-In larger client organizations, System Admins are often in a train-the-trainer role. They may be the ones escalating issues or problems to the TrackAbout Support Team. System Admins have the ability to grant membership in the System Admin group to other users.
+In larger client organizations, System Admins are often in a train-the-trainer role. They may be the ones escalating issues or problems to the TrackAbout Support Team.
-After go-live, new System Admins might be assigned internally by other System Admins. Currently, there are no protections in place to prevent System Admins from creating new System Admins. The ability to make such changes is needed as human resources move around and new staff gets trained and moved to new roles.
+After go-live, new System Admins can be assigned internally by existing System Admins. The ability to make such changes is needed as human resources get trained and moved to new roles, and new staff come on board.
 ==Assignment of new System Admin==

@@ Line 12: / Line 12: @@
 System Admins are typically managers, IT administrators or perhaps a company owner. System Admins need to have participated in all stages of implementation, from the kick-off meeting to the go-live, including all training.
-In larger client organizations, System Admins are often in a "train the trainer" role. They may be the ones escalating issues or problems to the TrackAbout Support Team. System Admins have the ability to grant membership in the System Admin group to other users.
+In larger client organizations, System Admins are often in a train-the-trainer role. They may be the ones escalating issues or problems to the TrackAbout Support Team. System Admins have the ability to grant membership in the System Admin group to other users.
 After go-live, new System Admins might be assigned internally by other System Admins. Currently, there are no protections in place to prevent System Admins from creating new System Admins. The ability to make such changes is needed as human resources move around and new staff gets trained and moved to new roles.

@@ Line 1: / Line 1: @@
 ==Role and Responsibilities==
-In a typical implementation setup, the System Administrator role (System Admin) provides access to many important features of the TrackAbout system. Access includes:
+In a typical implementation, the System Administrator role (System Admin) provides access to many important features of the TrackAbout system. Access includes:
 * User management
 * User Access Control - configuration of Roles and Permissions for other users

@@ Line 8: / Line 8: @@
 * System setup and administration
-It is important to restrict access to the System Admin role to only those users who have been trained in all aspects of the system, from web application to mobile devices.
+It is important to restrict access to the System Admin role to only those users who have been trained in all aspects of the system, from web application to mobile devices. Users with the System Admin role should also be people who have the authority to change records and to set permissions for other users.
-System Admins are typically managers, IT administrators or perhaps a company owner. System Admins need to have been part of all levels of implementation from the kick-off meeting to the go-live, including all training.
+System Admins are typically managers, IT administrators or perhaps a company owner. System Admins need to have participated in all stages of implementation, from the kick-off meeting to the go-live, including all training.
 In larger client organization, System Admins are often in a "train the trainer" role. They may be the ones escalating issues or problems to the TrackAbout Support Team. System Admins have the ability to grant membership in the System Admin group to other users.
-After go-live, new System Admins might be assigned internally by other System Admins. Currently, there are no protections in place to prevent System Admins from creating new System Admins. Such elevations are needed as human resources move around and new staff gets trained and promoted to new roles.
+After go-live, new System Admins might be assigned internally by other System Admins. Currently, there are no protections in place to prevent System Admins from creating new System Admins. The ability to make such changes is needed as human resources move around and new staff gets trained and moved to new roles.
 ==Assignment of new System Admin==
@@ Line 22: / Line 22: @@
 ==Account reset,  password or email change request==
-Once in production (post go-live stage), TrackAbout Support shall never assign a password, add new user or grant system access to a person calling or requesting access to the system. For lost password or password reset requests, TrackAbout Support will follow the reset password procedure, sending the user an email using the address on file for that user.
+Once in the post go-live stage, TrackAbout Support will never assign a password, add new users or grant system access to a person calling or requesting access to the system. For lost password or password reset requests, TrackAbout Support will have the system send that user a reset message to the email address for that user which was already set up in TrackAbout.
-TrackAbout Support shall not modify the email address of a user. For requests to change an email address or add new users, TrackAbout Support will defer to the client's existing System Admin. TrackAbout Support can help facilitate the communication with the client's System Admin and the requester.
+TrackAbout Support will not modify the email address of a user. For requests to change an email address or add new users, or to add an email address to an existing user, TrackAbout Support will refer the user to the System Admin. TrackAbout Support can help facilitate the communication with the client's System Admin and the requester.
 ==Administration Support References==