Matrix User Maintenance
Matrix User Maintenance is an administrative tool used to manage user profiles for individuals with access to Matrix. Based on profile and package settings, users may have different levels of access to Matrix User Maintenance; however, only administrators are able to edit all user information.
The available toolbar options are defined below.
| Option | Function |
|---|---|
| CSV | Downloads a copy of the table in Comma Separated Value (CSV) format. This format is typically used to export the table information into an excel spreadsheet. |
| Downloads a copy of the table in PDF format. | |
| Columns | Allows users to update what column information will display in the table. See the Column Management documentation for more information on how to update table columns. |
| Rename | Allows users to update the column names as necessary. See the Column Management documentation for more information on how to update table columns. |
| Save | Allows users to preserve any changes they made to the Matrix User Maintenance table. |
| User Profiles | Allows users to update Matrix users’ access to specific Matrix functionality. More information on managing user profiles can be found below. |
| Check User | Displays what information is missing/incorrect on defective users. Users incorrectly configured are colored red within the table. |
| Copy User | Allows users to create a new Matrix user using an existing user’s settings. More information on copying users can be found below. |
| Branches | Allows users to manage the Matrix user’s access to specific billing, service, and monitoring branches. More information on branches can be found below. |
| Service Status | Allows users to manage the Matrix user’s service technician parameters. More information on Service Status can be found below. |
| Packages | Allows users to manage profile packages assigned to Matrix users. More information on packages can be found below. |
| Additional User Flags | Allows users to assign miscellaneous permissions to Matrix users. More information on managing additional flags can be found below. |
| Sales | Allows users to manage the Matrix user’s sales module permissions and settings. More information on managing sales information can be found below. |
| Queued Change Emails | Determines the email addresses queued change information will deliver to. More information on Queued Change Emails can be found below. |
| Track Groups | Determines monitoring track groups assigned to the Matrix user. More information on track groups can be found below. |
| U2F Options | Allows users to manage two factor identification parameters. More information on U2F options can be found below. |
| Login Schedules | Determines when the user is allowed to log in to Matrix. More information on Login Schedules can be found below. |
| Scheduler Settings | Displays scheduler permissions assigned to the user. More information on managing scheduler settings can be found below. |
| Dealers | Displays all dealers and their assigned users. More information on managing dealer access can be found below. |
| Subdealers/Groups | Displays all Subdealers and Groups the user has access to. |
| Add | Allows users to create new Matrix user profiles. More information on adding users can be found below. |
| Edit | Allows users to update existing user profiles. |
| Delete | Removes the selected user from the system. |
| Reload | Refreshes the table to display up-to-date information. |
Creating a User
Selecting Add will display the Add User dialog box.
Perform the following steps to create a new user.
Input a unique alphanumeric username for the user into the Name field.
- This is the username the user will enter to log in to your Matrix environment.
Input a unique identifier for the user into the Operator Code field.
- This code can be up to three-characters long and cannot be used for multiple users. If an existing operator code is desired, select the magnifying glass icon to open a code look-up table.
Input the operator’s name, as it appears in call scripts, into the Operator Name field.
Input a case-sensitive authentication code into the Password field.
- This is the code the user will enter (combined with their username) to log in to your Matrix environment.
Select the magnifying glass icon to view and select a Matrix profile for the user.
- This profile determines the user’s landing page and preferences. Profiles can be managed using the User Profiles toolbar option. More information on the User Profiles option can be found below.
Ignore the Invalid Attempts field.
- This field will display the number of invalid attempts a user has. Once a user has reached the set maximum number of invalid attempts (determined by DICE), they will be locked from logging in to Matrix.
- If a user has reached the limit of allowed invalid attempts, select the Reset Attempts option to allow the user to attempt to log in to Matrix once again.
Select the Force Password Change checkbox to require the user to update their password periodically.
- Note: The password change interval is set by DICE. To change the interval, contact DICE Support.
If applicable, select the One Time Password Change option to force the user to change their password upon their initial log in.
Select the Queue System checkbox if any changes this user makes in Data Entry or Caller Assistance should be sent to an approval queue prior to being saved to the account.
- See the Queued Changes Tab documentation for more information on managing changes requested by queued users.
Select the magnifying glass icon next to the Menu field to view and select a Matrix menu for the user.
- The menu selected here determines the Matrix page options the user will have access to. See the Menu Generator documentation for instructions on managing the available menu options.
If applicable, input the application key associated with the user’s account into the Application Key field.
- Users can also select the magnifying glass icon to search for and select a key.
- Note: If this user will be using the mobile application of Matrix, it is important this field is populated with the required credentials so DICE can authenticate the user and populate the correct flags.
Select the appropriate Dealer/Subdealer restriction from the Limit Access drop-down.
- Dealer will display an Allowed Dealers field where the user can be restricted to viewing specific dealers.
- Subdealer will display an Allowed Subdealers field where the user can be restricted to viewing specific subdealers.
- None Allows the user access to all dealers and subdealers.
If applicable, select the magnifying glass icon to view and select the accessible dealers for this user.
If applicable, select the magnifying glass icon to view and select the accessible subdealers for this user.
Select the Unlimited Table Access option to allow access to all data tables.
- If this option is not selected, the Allowed Tables drop-down will appear and users can select which tables the users will have access to.
- If the user will have unlimited table access, proceed to step 17.
If applicable, select the magnifying glass icon next to the Allowed Tables drop-down to view and assign tables to the user.
- The user will have access to all tables added to this drop-down.
If applicable, select the Unlimited Record Access option to allow the user access to all records.
- If this option is selected, the Dealer or Subdealer field will update to N. Users defined as Dealers or Subdealers cannot have unlimited record access.
Select the Restrict to IP List to limit the user’s Matrix access based on their external IP address. If the user’s IP addresses will not be restricted, proceed to step 21.
- If selected, the Allowed IP Addresses drop-down will appear and users can define which IP addresses the users can access Matrix from.
If applicable, select the plus sign icon to open the Add IP dialog box.
Input the IP address the user will be accessing Matrix from into the IP Address field and select Save to assign the IP to the user’s profile.
- Note: To add a wildcard IP, use the first octet of the IP address and add an asterisk after the period.
For Example: if the user should be able to sign on from IP addresses beginning with the octet 10, you would input10.*as one of the IP addresses.
- Note: To add a wildcard IP, use the first octet of the IP address and add an asterisk after the period.
Input the maximum number of hours this user can place a subscriber on test or disable into the Maximum Test Time field.
Input the default number of hours this user will place a subscriber on test or disable into the Default Test Time field.
Select the appropriate data entry restriction from the User Level drop-down.
- No Data Entry/No Test Disables sets Data Entry and Caller Assistance to read-only pages for the user. The user will also be unable to place accounts on test or disable.
- No Data Entry sets Data Entry and Caller Assistance to read-only pages for the user. The user will be able to place accounts on test and disable.
- Data Entry provides access to creating new subscribers, updating existing data, and deleting data. Users with this level of access cannot make changes to setup and code maintenance.
- Supervisory Data Entry provides access to all available fields and the ability to disable accounts or place them on test for an unlimited amount of time.
Input the code assigned to the highest priority event this user can access in Monitoring into the Begin Priority field.
Input the code assigned to the lowest priority event this user can access in Monitoring into the End Priority field.
If applicable, select the desired file download format for reports from the Report Output Type dropdown.
- PDF: Reports will default to download in PDF format for this user.
- TXT: Reports will default to download in TXT format for this user.
Select Save to complete creating the user.
Copy User
Selecting Copy User will display the Copy User dialog box for the selected user.
Perform the following steps to copy the selected user’s profile to a new user.
- Input a unique identifier for the user into the New Opr Code field.
- This code can be up to three-characters long and cannot be used for multiple users. If an existing operator code is desired, select the magnifying glass icon to open a code look-up table.
- Input the operator’s name, as it appears in call scripts, into the New Operator Name field.
- Input a unique alphanumeric username for the user into the New Username field.
- This is the username the user will enter to log in to your Matrix environment.
- Input a case-sensitive authentication code into the New User Password field.
- This is the code the user will enter (combined with their username) to log in to your Matrix environment.
- If applicable, select the Copy Service Branch option.
- If selected, the existing user’s service branch settings will be copied to the new user.
- If not selected, the branches will not be copied to the new user.
- If applicable, select the Copy Service Statuses option.
- If selected, the existing user’s service statuses will be copied to the new user.
- If not selected, the statuses will not be copied to the new user.
- If applicable, select the Copy IP Addresses option.
- If selected, the existing user’s restricted IP addresses will be copied to the new user.
- If not selected, the addresses will not be copied.
- If applicable, select the Copy Dealers option.
- If selected, the existing user’s assigned dealers will be copied to the new user.
- If not selected, the dealers will not be copied.
- If applicable, select the Copy Subdealers/Groups option.
- If selected, the existing user’s subdealers and groups will be copied to the new user.
- If not selected, the subdealers and groups will not be copied.
- If applicable, select the Copy Grids option.
- If selected, the existing user’s table settings will be copied to the new user.
- If not selected, the grids will not be copied.
- If applicable, select the Copy Screens option.
- If selected, the existing user’s CORE scree settings to the new user.
- If not selected, the screens will not be copied.
- If applicable, select the Copy Packages option.
- If selected, the existing user’s profile packages will be copied to the new user.
- If not selected, the packages will not be copied.
- If applicable, select the Copy Flags option.
- If selected, the existing user’s Additional User Flag permissions will be copied to the new user.
- If not selected, the flags will not be copied.
- If applicable, select the Copy Sales Settings option.
- If selected, the existing user’s sales permissions will be copied to the new user.
- If not selected, the sales settings will not be copied.
- If applicable, select the Copy Sales Access option.
- If selected, the existing user’s sales module access permissions will be copied to the new user.
- If not selected, the sales access permissions will not be copied.
- Select Save to complete copying the existing user’s settings to a new user profile.
Users can update the new user’s profile as necessary using the Edit option.
User Profiles
General user permissions and settings are defined by assigning Profiles to users. Profiles can be assigned individually or to groups. Selecting User Profiles will display the Profile Maintenance dialog box.
Users can interact with the Profile Maintenance table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to create new profiles. More information on adding profiles can be found below. |
| Edit | Allows users to update the selected profile’s settings. |
| Delete | Removes the selected profile from the system. |
| Reload | Refreshes the table to display up to date information. |
Adding Profiles
Selecting Add will display the Add Profile dialog box.
Perform the following steps to create a new Matrix profile.
- Input an alphanumeric name for the profile into the Profile field.
- Select the Matrix page the user is directed to immediately after login from the Landing Page drop down.
- Note: The contents of the Landing Page drop down are limited to the menu options available to the user creating the profile.
- If applicable, select the desired workflow identifier from the Flow ID drop down.
- Flow IDs dictate the workflow in the Tech Service web application.
- Choose all applicable permissions for users assigned this profile from the Flags section. These flags are defined below.
| Profile Flag | Description |
|---|---|
| Access Sub Notes | Grants users access to Subscriber Notes in Data Entry and Commercial Portal. |
| Access Temp Notes | Grants users access to Temporary Notes in Data Entry. |
| See Alarm Details | Grants users access to Alarm Details in history. |
| Modify User Grids | Grants users access to Grid Manager and the ability to customize Commercial Portal. This field also allows users to make changes to their personal table without overwriting users with the same profile. |
| Override Passcode | Grants the user access to accounts in Caller Assistance without being prompted for a passcode. |
| Show Personal Info | Grants users access to the Personal Information field within Matrix Data Entry for contacts on accounts. |
| Access Email | Grants users access to email settings on contacts. |
| Access Pending Alarms | Grants users access to Pending Alarms at the top of Data Entry and Caller Assistance. |
| Access Site Notes | Grants users access to Site Notes in Commercial Portal and Data Entry. |
| Access Paging | Grants users access to Paging settings on subscriber contacts. |
| Manage Reports | Grants users access to other users’ reports. Normally, users would only have access to their own reports. This flag grants users the ability to view the status of the report background, skip running reports, and view or modify reports being run by other users. |
| High Contrast Color | Automatically adjusts foreground and/or background colors to be more legible if they are too similar in CORE monitoring and history tables. |
| Show Passcodes | Grants the user access to passcode and duress code fields when editing contacts on an account. |
| Access Valid Days/Times | Grants users access to Valid Days/Times on contacts. |
| More History Options | Grants users access to the More Options toolbar option within Matrix History. |
| Access Service Notes | Grants users access to Service Notes in Commercial Portal. |
| Com Portal Read Only | Makes every element of the Commercial Portal page read-only. |
| Manage Grids | Grants users access to customize tables in Monitoring for all other users with this profile. This flag also allows users to make changes in Dealer Skin Maintenance and grants access to Grid Manager. |
| Manage Field Access | Grants users the ability to edit the availability of fields within Data Entry, Caller Assistance, and Commercial Portal. |
| Save Last Account | Data Entry will save the last account the user had opened during their last session and will load that account when the user returns to the Data Entry page. |
| Access Account History | Grants users access to Account History at the top of Data Entry. |
After selecting all appropriate flags for this profile, select Save to complete adding the profile to the system.
Branches
Department designations are determined by a user’s branch assigned branches. Selecting Branches will display the Branch Maintenance dialog box.
Users can interact with the Branch Maintenance table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to assign new branches to the Matrix user’s profile. More information on adding branches can be found below. |
| Delete | Removes the selected branch from the user’s profile. |
| Reload | Refreshes the table to display up-to-date information. |
Add Branches
Users can determine which branch type to manage from the available Select Branch dropdown. These options are defined below.
Billing
Billing branches determine user access to accounting services, customers, etc. assigned to the applicable branch. Perform the following steps to add billing branches to a user.
- Select Billing from the Select Branch drop down.
- Select Add.
- This will display the Add Branch dialog box.
- This will display the Add Branch dialog box.
- Select the magnifying glass to open a look-up table of all the branches in the department.
- Select a branch from the look-up table to add it to the list of branches in Branch Maintenance.
- Select Save to add that branch with those options to the user’s Billing branches.
Repeat these steps to add additional branches as necessary.
Monitoring
Perform the following steps to add monitoring branches to a user.
- Select Monitoring from the Select Branch drop down.
- Select Add.
- This will display the Add Branch dialog box.
- This will display the Add Branch dialog box.
- Select the magnifying glass to open a look-up table of all the branches in the department.
- Select a branch from the look-up table to add it to the list of branches in Branch Maintenance.
- Select Save to add that branch with those options to the user’s Monitoring branches.
Repeat these steps to add additional branches as necessary.
Service
Perform the following steps to add service branches to a user.
- Select Service from the Select Branch drop down.
- Select Add.
- This will display the Add Branch dialog box.
- This will display the Add Branch dialog box.
- Select the magnifying glass to open a look-up table of all the branches in the department.
- Select a branch from the look-up table to add it to the list of branches in Branch Maintenance.
- Checkmark the Can Complete option to allow the user to complete tickets in this branch.
- Select Save to add that branch with those options to the user’s Service branches.
Repeat these steps to add additional branches as necessary.
Service Status
Service statuses determine service technician views within Matrix Tech Service and the Service mobile application. These statuses are organized by Service Branch. Selecting Service Status will display the Service Statuses dialog box.
Users can interact with the Service Statuses table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to assign service branches and their statuses to the Matrix user’s profile. More information on adding service statuses can be found below. |
| Delete | Removes the selected status from the user profile. |
| Reload | Refreshes the table to display up-to-date information. |
Add Service Statuses
Selecting Add will display the Add Service Status dialog box.
Perform the following steps to add a service status to the selected user.
- Select the magnifying glass to view and select the appropriate Service Branch for the user.
- This will display the Lookup dialog box.
- This will display the Lookup dialog box.
- Select the desired branch from the table.
- Enter the desired starting ticket status the user’s assigned tickets can come from into the Begin Status field.
- Enter the desired last ticket status the user’s assigned tickets can come from into the End Status field.
- Example: If the tech’s company has ticket statuses that range from A-Z and the tech’s beginning status was set to A and their ending status was set to E, the tech would only see tickets with statuses of A,B,C,D, and E. F-Z would not be assigned to them.
- Select Save to complete the status creation process.
Repeat the above steps as necessary to assign additional service statuses to the user’s profile.
Packages
Packages determine which Matrix pages and data users can access. Users can have more than one package assigned to them. Selecting Packages will display the User Package Maintenance dialog box.
Users can interact with the User Package Maintenance table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to update the user’s assigned packages. More information on adding packages to user profiles can be found below. |
| Edit | Allows users to update existing packages’ permissions. This will not close the User Package Maintenance dialog box. |
| Delete | Removes the selected package from the user’s profile. |
Adding Packages
Selecting Add will display the Add User Package dialog box.
Perform the following steps to add a package to a user.
- Select the magnifying glass icon next to the Profile Package field.
- This will display the Lookup dialog box.
- This will display the Lookup dialog box.
- Select the desired package that should be assigned to the user from those available.
- Users can also input criteria into the column search fields to narrow the displayed package results.
- Select the magnifying glass icon next to the Profile Name field to open the Lookup table of available package permissions.
- Select the appropriate package permissions that should be assigned to the user from those available.
- Users can also input criteria into the column search fields to narrow the displayed permission results.
- Select Save to complete adding the package and its permissions to the user.
Repeat the above steps as necessary to assign additional packages to the Matrix user’s profile.
Additional User Flags
User permissions are managed via the available flags. These flags grant users access to specific information and/or the ability to update or delete information. Selecting Additional User Flags will display the Edit User Flags dialog box. These flags are defined below.
General Options
The General flags determine miscellaneous access to global Matrix settings and alarm functionality. These flags are defined below.
| Flag | Definition |
|---|---|
| CA Log Alarms on Hold | Allows the user to log signals on hold from Caller Assistance. |
| Override Must Call | This user can override contacts labeled Must Call when logging an alarm. |
| Override CA User Rights | This user can override contact rights and access data in Caller Assistance the contact would otherwise not have permission to access. |
| Mark as Runaway | Allows the user to mark accounts as runaway from Test/Disable entry. |
| Can Use Delay I | Determines if the user has access to add delay by type entries on accounts. If selected, the user can add delays as necessary. |
| Access Inactive Dealer | Allows the user to access inactive accounts by dealer. |
| F1 SuperUser | Allows the user to handle any signal in Monitoring. User-level priority ranges are still honored. |
| Add False Reset | Allows the user to reset false alarm counters xon accounts. |
| Auto Receiving | Automatically places the user into receiving mode when they enter monitoring. |
Data Entry Options
The Data Entry flags determine user access and permissions to certain data within Matrix Data Entry. These flags are defined below.
| Flag | Definition |
|---|---|
| Modify Zone Types | Allows the user to change zone types on subscriber accounts. |
| Can Modify Spec Rps | Allows the user to make changes to call lists with specific responding parties. |
| Can Cust Maint Exp | Allows the user to access Customer Maintenance by striking F9 in Caller Expediter in CORE. If this isn’t checked, the user can access to Range History by striking F9. |
| Modify Dealer AR Num | Allows the user to change the Dealer AR Number. |
| Can Modify Locked List | Allows the user to change locked contact lists on subscriber accounts. |
| Modify Authority | Allows the user to change authority data on a subscriber account. |
| Stop Call Asst Prev DT | Removes the user’s ability to enter the date and time when previewing call lists. Instead, the user will only be able to view the active call list. |
History Options
The History flags determine how users are allowed to access and manage account history information. These flags are defined below.
| Flag | Definition |
|---|---|
| Change Alarm Resolution | Allows the user to change resolutions on a logged alarm in History using the More Options toolbar button. |
| Can View AH in History | This flag is no longer in use. |
| Can View Sent Faxes | Allows the user to view sent faxes from account history. |
| History Mark Default All | Defaults this user to ALL operators when viewing history marks. |
| Review All Operators | Allow this operator to see all operators when accessing Operator Review in Monitoring. |
| Can View Sent Emails | Allows the user to view sent emails from account history. |
| Can Resend Faxes | Allows users to resend faxes from account history. |
| History Mark Delete Other | Allow the user to delete other operators’ marks from account history. This flag is used in CORE only. |
| Can Listen to History | Allows the user to listen to call recordings in account history. |
| Can Resend Emails | Allows the user to resend emails from alarm history. |
| Print CIS From History | Allows the user to print a CIS report while viewing account history. |
Reporting Options
The Reporting flags determine if the user is allowed to access specific reports within Matrix. These flags are defined below.
| Flag | Definition |
|---|---|
| Can Change CIS Options | Allows the user to change the CIS report options when printing from history. |
| Can Batch Reports | Allows the user to create and modify Report Scheduler Reports. |
Test/Disable Options
The Test/Disable flags determine the user’s access to placing accounts on test throughout the system. These flags are defined below.
| Flag | Definition |
|---|---|
| Modify Disable Begin Date | Allows the user to modify the begin date when entering a new test/disable. |
| Data Entry - Disables | Allows the user to access Data Entry from Test/Disable. |
| Unlimited Disables | Allows the user to create non-time inclusive disables. |
| Modify Disable Begin Time | Allows the user to modify the begin date when creating a new test/disable. |
| Override Max Disable Time | Allows the user to override the system setting specifying how long they can place an account on test/disable. |
| Modify Disable End Date | Allows the user to modify the end date when entering a test/disable. |
| Delete Unlimited Disables | Allows the user to delete non-time inclusive disables. |
| Operator Max Disable | The maximum number of hours the user can disable an account/put it on test. This maximum number is used in place of system defaults. Operator-level restrictions still apply to max disable time. |
| Operator Default Disable | The default number of hours the user can disable an account/put it on test. This default number is used in place of system defaults. Operator-level restrictions still apply to default disable time. |
Sales
Sales Representatives are granted special access to certain Dashboard options within the Matrix Sales module. Selecting Sales will display the Sales dialog box. The available options are defined below.
Sales Information Access
This section determines the user’s access to specific personnel, branch, and district information. These options are defined below.
| Option | Function |
|---|---|
| Rep Access | Determines which sales representatives the user will have access to. More information on assigning reps can be found below. |
| Branch Access | Determines which sales branches the user will have access to. More information on assigning branches can be found below. |
| District Access | Determines which sales districts the user will have access to. More information on assigning districts can be found below. |
| All Access | Determines the user will have access to all representatives, branches, and districts. |
| President’s Club Drill Down | Grants the user access to view more data on the President’s Club. |
Assigning Access
When the access options are selected, users will have access to their respective Edit buttons.
Users can update the assigned representatives, branches, and districts via these options.
Edit Reps
Selecting Edit will display the Edit Reps dialog box.
Perform the following steps to assign representatives to the user.
- Select Add.
- This will display the Available Reps dialog box.
- This will display the Available Reps dialog box.
- Double-click on the representative that should be added to the user.
- The selected representative will automatically be assigned.
Repeat these steps for all representatives that should be assigned to the user.
Edit Branches
Selecting Edit will display the Edit Branches dialog box.
Perform the following steps to assign branches to the user.
- Select Add.
- This will display the Add Branch dialog box.
- This will display the Add Branch dialog box.
- Select the branch that should be added to the user from the Branch ID dropdown.
- Select Save.
Repeat these steps for all branches that should be assigned to the user.
Edit Districts
Selecting Edit will display the Edit Districts dialog box.
Perform the following steps to assign districts to the user.
- Select Add.
- This will display the Add Districts dialog box.
- This will display the Add Districts dialog box.
- Select the district that should be added to the user from the District Code dropdown.
- Select Save.
Repeat these steps for all districts that should be assigned to the user.
Sales Settings
The Sales Settings options determine the user’s permissions to update certain sales information. These options are defined below.
| Option | Function |
|---|---|
| Change Branch | Allows the user to change the prospect’s branch in Prospect Information. |
| Change Sales Rep | Allows the user to change the sales rep assigned to a prospect in Prospect Information. |
| Price Change | Allows the user to change prices when building a proposal. |
| Add Non-Stock | Allows the user to add non-stock items when building a proposal. |
| Add Services | Allows the user to add services to packages. |
Lead Source Codes
Source Codes within Matrix Sales determine how prospects are discovered. Selecting a source code to assign to a user ensures that source code is automatically assigned to any leads created by the user.
Select the applicable Source Code from the dropdown you would like to assign to the user. Users can also select the Delete Source option to remove the source code if desired.
Select Save to complete configuring the available Sales options.
Queued Change Emails
Users can subscribe to receive email notifications regarding queued changes on their assigned accounts/dealers via the Queued Change Emails toolbar option. Selecting this option will display the Email List Data Entry Queued Changes dialog box.
Users can interact with the Email List Data Entry Queued Changes table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Email Type | Determines the notification the added email addresses will receive. Change: Added emails will be notified when the selected user approves or denies any queued change requests. Report: Added emails will receive any queued change reports that are ran on the selected user’s assigned accounts/dealers. |
| Add | Allows users to add emails to the user’s queued change notification list. More information on adding emails can be found below. |
| Edit | Allows users to update existing email addresses. |
| Delete | Removes the selected email from the table. |
| Reload | Refreshes the table to display up-to-date information. |
Adding Emails
Selecting Add will display the Add Queue Email dialog box.
Perform the following steps to add emails to the selected notification list for queued changes.
- Input the email address that should receive the notification into the Email Address field.
- Input the name of the individual receiving the notification into the Display Name field.
- Select the desired delivery type from the Action dropdown.
- To: Default action used to send the email directly to the email. Typically, the main individual you are sending the email to.
- Cc: Carbon Copy, typically used for any additional individuals who should receive the email for reference or general knowledge.
- Bcc: Blind Carbon Copy, used for any additional individuals whose inclusion should be hidden from the others included on the email.
- Select Save to complete adding the email to the notification list.
- Repeat steps 1-4 for any additional email addresses as necessary.
Track Groups
Operators can be assigned to specific subscriber accounts via Track Group organization. Track Groups ensure operators handle specific alarms within Monitoring. Selecting Track Groups will display the Track Groups dialog box.
The Assigned Track Groups table displays all track groups the user currently belongs to.
Users can interact with the Assigned Track Groups table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Delete | Removes the selected track group from the user. |
| Reload | Refreshes the table to display up-to-date information. |
The Available Track Groups table displays all track groups that exist on your system.
Users can interact with the Available Track Groups Table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to assign the selected track group to the user. When selected, the track group will move to the Assigned Track Groups table. |
| Reload | Refreshes the table to display up-to-date information. |
U2F Options
Two-factor authentication provides added security to user profiles. Selecting U2F Options will display the U2F Devices dialog box.
Users can interact with the U2F Devices table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Check | Allows users to confirm the selected device is still working properly. |
| Add | Allows users to add new devices to the user’s profile. More information on adding devices can be found below. |
| Delete | Removes the selected device from the user. |
| Reload | Refreshes the table to display up-to-date information. |
Adding U2F Devices
Selecting Add will display the Notification dialog box.
Perform the following steps to add a two-factor authentication device to the desired user.
- Press the button on the U2F device when prompted.
- Once confirmed, this will display the Enter Device Name dialog box.
- Once confirmed, this will display the Enter Device Name dialog box.
- Input a brief description of the device into the Name field
- Select OK.
The registered device will populate the U2F Devices table. Repeat these steps as necessary to add additional devices to the user’s profile.
Login Schedules
Users can be denied system access based on the day of the week and times. Selecting Login Schedules will display the Login Schedules dialog box.
Users can interact with the Login Schedules table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Delete All | Removes all schedules from the user. |
| Add | Allows users to assign a new login schedule to the user’s profile. More information on adding schedules can be found below. |
| Edit | Allows users to update existing schedules. |
| Delete | Removes the selected schedule from the user. |
| Reload | Refreshes the table to display up-to-date information. |
Adding Login Schedules
Selecting Add will display the Add Login Schedule dialog box.
Perform the following steps to create a login schedule for the desired user.
- Input the time the user will begin being able to log in into the Start Time field.
- Input the time the user will stop being able to log in into the End Time field.
- Select all days of the week the user should be able to log in from those available.
- The assigned time frame will apply to all selected days.
- Select Save to complete assigning the login schedule.
Repeat the above steps as necessary to create new login schedules.
Scheduler Settings
Scheduler Settings determine if the Matrix user has permissions to update and view other users’ schedule information. Selecting Scheduler Settings will display the Scheduler Settings dialog box. The available options are defined below.
| Option | Function |
|---|---|
| Allow Scheduling | Grants the user permission to update ticket schedules. |
| Allow Delete Appointments | Grants the user permission to remove ticket appointments from tech schedules. |
| Allow Move/Copy Appointments | Grants the user permission to update ticket slots and reschedule ticket slots. |
| Allow Redistribute Tickets | Grants the user permission to reschedule ticket dates and times. |
| Allow Delete Employee Slot | Grants the user permission to remove time slots from other users. |
| Allow Insert Employee Slot | Grants the user permission to add time slots to other users. |
| Allow Remove Qualified Restrictions | Grants user permission to remove tech requirements on tickets. |
| Exceptions Level | Users can alter exception levels if they have the same exception level or higher. Exceptions created by users have the same level as the creator. |
| Auto View Schedule | If checked, the calendar is displayed when the user selects a slot from the Qualified Schedule table. If not checked, menu options will display when the slot is selected. |
| View Day Schedule | If checked, the calendar that displays when the user selects a slot from the Qualified Schedule table will be in a single day format. |
Dealers
Selecting Dealers from the toolbar will display the Dealers table.
This table displays all users and their assigned dealers. Users can interact with the Dealers table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Assign Dealers | Allows users to assign user profiles to dealers. More information on assigning dealers can be found below. |
| Reload | Refreshes the table to display up-to-date information. |
Assign Dealers
Selecting Assign Dealers from the toolbar will display the Assign Dealers dialog box.
Perform the following steps to assign users to a dealer.
- Input the desired dealer number into the Dealer field.
- Users can also select the magnifying glass icon to search for and select a dealer.
- Once a dealer is selected, the table will populate with available users.
- Select all users that should be assigned to the dealer.
- Select Submit to complete assigning the users.