Difference between revisions of "System Administrator Role and Requirements"

Revision as of 15:39, 12 June 2015

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:

User management
User Access Control - configuration of Roles and Permissions for other users
Mobile Roles creation and assignment
Record Editing including deletion
Data loading
System setup and administration

It is important to restrict access to the System Admin role only those users who have been trained in all aspects of the system, from web application to mobile devices.

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.

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-life, 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.

Assignment of new System Admin

At initial setup, the TrackAbout Implementation Team will create at least one System Admin. As stated earlier, these will often be managers, IT administrator, company owner or the project managers in charge of the TrackAbout implementation project.

After initial setup and after go-live, System Admins are responsible for assigning TrackAbout users to the System Admin role.

Account reset, password or email change request

TrackAbout Support shall never assign a password 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.

TrackAbout Support shall not modify the email address of a user. For requests to change an email address, 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.

System Administrator Training

Currently, TrackAbout does not have training in place to ensure that user members of the System Admin role have sufficient knowledge to assume the role.

Administration Support References

System Admins need to be familiar and comfortable with all of the SupportWiki sections listed below:

User Administration (Web and mobile users)
User Access Control: permissions and web site Roles

Mobile Roles
System setup & configuration

Dashboard management and related maintenance actions

Mobile devices Setup
- Smartphone
- TAMobile 5 and 6

@@ Line 1: / Line 1: @@
 ==Role and Responsibilities==
-In a typical implementation setup, the TrackAbout System Administrator role (“System Admin”) provides access to many important features of the TrackAbout system. Access include Users, User and Mobile Roles and User Access Control, record editing including deletion, data loading as well as system setup and administration.
+In a typical implementation setup, the System Administrator role (System Admin) provides access to many important features of the TrackAbout system. Access includes:
-It is important that this administrative role is granted to restricted client users have been trained in all aspects of the systems, from web application to mobile devices. System Administrator role members are typically managers, IT Administrator or company owner. System Administrator need to have been part of all levels of implementation from the kick-off meeting to the go-live, including all training. In larger client organization, Administrators are often in a “train the trainer” role and are the people escalating issues or problem to the TrackAbout Support team. TrackAbout administrator have the right to promote other users to the administrator level.
+* User management
+* User Access Control - configuration of Roles and Permissions for other users
+* Mobile Roles creation and assignment
+* Record Editing including deletion
+* Data loading
+* System setup and administration
-After go-line, new Administrator might be assigned internally by other administrator. Currently there are no protection in place to prevent such a user role elevation. Such elevation are needed as human resource move around and new staff gets trained and promoted to new roles.
+It is important to restrict access to the System Admin role only those users who have been trained in all aspects of the system, from web application to mobile devices.
-==Assignment of new TrackAbout System Administrator==
+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.
-At initial setup, the TrackAbout Implementation staff will assign at least one TrackAbout System Administrator. As stated earlier, these will often be managers, IT Administrator or company owner or the project managers in charge of the TrackAbout implementation project.
-After initial setup and after go-live, TrackAbout System Administrators are responsible for assigning TrackAbout users to the Administrator role.
+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-life, 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.
+==Assignment of new System Admin==
+At initial setup, the TrackAbout Implementation Team will create at least one System Admin. As stated earlier, these will often be managers, IT administrator, company owner or the project managers in charge of the TrackAbout implementation project.
+After initial setup and after go-live, System Admins are responsible for assigning TrackAbout users to the System Admin role.
 ==Account reset,  password or email change request==
-TrackAbout Support will never assign a password or grant system access to a person calling or requesting access to a system. For password lost or password reset requests, Support will follow the reset password procedure, sending email using the email on file for that user. The email will never be edited nor changed even if the request is made. For requests requiring an email change, support will defer to the client’s default administrator. Support can help facilitate the communication with the client’s System Admin. and the requestor.
+TrackAbout Support shall never assign a password 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.
+TrackAbout Support shall not modify the email address of a user. For requests to change an email address, 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.
 ==System Administrator Training==
-Currently, TrackAbout does not have a formal training in place to insure that user members of the System Administrator role have sufficient knowledge to assume the role of administrator.
+Currently, TrackAbout does not have training in place to ensure that user members of the System Admin role have sufficient knowledge to assume the role.
 ==Administration Support References==
-TA System Admin need to be familiar and comfortable with all of the SupportWiki sections listed below:
+System Admins need to be familiar and comfortable with all of the SupportWiki sections listed below:
 *[[Users|User Administration]] (Web and mobile users)