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Difference between revisions of "System Administrator Role and Requirements"

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==Role and Responsibilities==
 
==Role and Responsibilities==
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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.
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In a typical implementation, the System Administrator role (System Admin) provides access to many important features of the TrackAbout system. Access includes:
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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.
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* User management
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* User Access Control - configuration of Roles and Permissions for other users
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* Mobile Roles creation and assignment
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* Record Editing including deletion
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* Data loading  
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* System setup and administration
  
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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.
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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.  
  
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==Assignment of new TrackAbout System Administrator==
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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.
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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.
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After initial setup and after go-live, TrackAbout System Administrators are responsible for assigning TrackAbout users to the Administrator role.
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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.
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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.
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==Assignment of new System Admin==
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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.
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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==
 
==Account reset,  password or email change request==
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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.
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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.  
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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.
  
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==System Administrator Training==
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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.
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Currently, TrackAbout does not have a formal training in place to insure that user members of the System Administrator role are knowledgeable enough to assume the role of administrator.
 
  
 
==Administration Support References==
 
==Administration Support References==
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TA System Admin need to be at least familiar and comfortable with all of the SupportWiki sections listed below"
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System Admins need to be familiar and comfortable with all of the SupportWiki sections listed below:
  
 
*[[Users|User Administration]] (Web and mobile users)
 
*[[Users|User Administration]] (Web and mobile users)
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*Mobile devices Setup
 
*Mobile devices Setup
 
**[[Smartphone App|Smartphone]]
 
**[[Smartphone App|Smartphone]]
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**TAMobile 5 and 6
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**TAMobile 6
 
***[[Microsoft ActiveSync and WMDC]]
 
***[[Microsoft ActiveSync and WMDC]]
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***[[TAMobile Installation]]
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***[[Installing TAMobile]]
 
***[[Mobile Device Troubleshooting]]
 
***[[Mobile Device Troubleshooting]]

Latest revision as of 15:26, 11 May 2017

Role and Responsibilities

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
  • 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 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 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.

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

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

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.

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.

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

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

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