User Management: Password

Password

This tab is visible to System Administrators to manage user access.

Users can go to System / Change Password to re-set their own passwords. The page is similar.

If Roles / Details "Single Signon" or "Disable Passwords" are checked for the user's role, then this tab is hidden as passwords are not applicable.

If a password is changed, it is effective immediately and will need to be used on next login.

New passwords must meet the Password Validation requirements that have been set for your business. Passwords cannot be re-used.

If a user logs in using a Temporary Password, they are navigated to the System / Change Password tab to change their password before they can continue.
If the password is entered incorrectly three times in succession, the user's status is updated to 'Locked'.

Users can also use the Reset Password hyperlink on the Login screen to reset their passwords if they become locked out or can't remember their password.

Field Descriptions

Action Buttons

• Send Password — Click to launch the Send Password email. The email advises the user of the temporary password that has been issued and the button is hidden once the user has changed their password. The button is only visible if the Temporary Password feature is enabled.
• Reset — Click to reset a user's password. This button is only available to System Administrators to manage system access for users.
• Edit — Click to change your password.

Troubleshooting

Tip: Visit the main Troubleshooting page for a list of all the available problem-solving tips.

Logins

Admin users can access Users / Logins to create and update user login records for external systems.

1. MacLease - this login is used when you use the Quotes / Finance Apply button.

If you need a login set-up, contact your System Administrator.

Field Descriptions

Action Buttons

Audit History

• You must select a Login record first! — You have clicked on the ** without first selecting a login record to review. Select a particular login record and then click on the ** icon.

Create a new user

Qualifiers

1. A new staff member needs access to the system
2. The new user has been advised of the system URL separately.

Reset a password

1. Go to System / Users
2. Click **
3. Role - select the appropriate role from the available list
4. User Login - enter a short login for the user. Make the unique and clearly identifiable as this user, because the login is often shown in lists and alerts.
5. Password - click on the key icon ** to issue a temporary password.
6. Name - enter the user's name
7. Email - enter the user's email address
8. Click **
9. Click [Send Password]

What does the user do next?

1. The user will receive the password email
2. They can then use the URL to go to the Login screen
3. They are navigated to the Home screen where they are required to change their password.

Create a user to access APIs

Qualifiers

1. Create a user to authenticate and run APIs
2. Only roles where Access Type is 'web-services' should be configured to run token APIs in an unrestricted manner.
3. Catch-e staff will create new roles for your different API functions as requested.

Process

1. Go to System / Users
2. ** Role** - select the required role. ('web-services' is a standard role, but use a different role for each system or supplier that needs access to your APIs. Visit the Third Party Developers page for more details.)
3. Click on **
4. ** User Login** - enter a login name
5. ** Password** - enter a password
6. ** Re-type Password** - re-enter the password
7. ** Name** - enter name
8. ** Email** - enter email
9. Click on **
10. Let the web service user know the login and password

Users Details

Column One

• User ID — Unique system ID
• Workgroup — Selects a "Workgroup" - used for KPI grouping on the Home screen.
• Role — Select the Role that is applicable for this user. Changing the role will delete any active sessions held by the user and log the user out. Note: once a Role has been stored for a user, the list is limited to other roles that share the same setting for Role / Details → "Single Signon". I.e. if the role has "Single Signon" checked, the user can only be moved to other "Single Signon" roles.
• Restrict Table — The system table that the user is restricted from is auto populated depending on the role selected
• Restrict Key (Lookup) — Enter or lookup the key that the Fleet Manager, Group Manager, Group Channel Manager or Channel Manager is to be restricted to. Only records that are linked to the restrict key can be viewed by the user. Inactive channels are displayed in the lookup screen with a pink background. If you want to restrict the access of a Fleet Manager or a Group Manager further, leave this blank and use the Restrict Range feature.
• User Login — Enters a User Login, eg: abmanager. It could be 25 characters long and typically a protocol is determined for user logins - such as initial+surname. The User Login is used in various user selections lists such as Quotes "A/C Manager" and Contracts/Terminate "Due Off Quote Manager". Some system logins such as 'fbtdec' exist to enable processes such as Fbt Declaration Emailing, or 'passwordreset"' for Auotmated password resets. System logins cannot be deleted and some fields may not be updated by general users. The system enforces User Logins to be lower case. For example entering 'AUser' will be updated on screen and stored as 'auser'.
• Temporary Password (Check box Display only) — This field is only shown if the Temporary Password feature is enabled. It is checked if the user has never logged in, or their password has been re-set by a System Administrator. When checked, the user will be directed to the Users / Password tab to change their password when they next log in. In normal circumstances, it will display as un-checked. The Temporary Password feature is enabled when is set to 'yes'. Enabling the Temporary Password feature also enables the Users / Password "Generate Password" key. This enables users to generate a random password on reset.
• Password Expiry Days — Enter the number of days the same password can be used by this user, or accept the default value that is stored in the Roles / Details "Password Expiry Days" field. When the expiry is reached, the user is prompted to change their password when the start to log in. Access to this field can be Role Restricted. Update this to 'display only' if you want to enforce the Roles / Details "Password Expiry Days" here.
• Name — Enter users Name (this is auto populated as client contact for Fleet Manager roles)
• Email — Enter the email address of the user (this is auto populated as client contact for Fleet Manager roles). Multiple email addresses can be entered by adding a semicolon (;) to separate each email address. Leave no spaces in-between.
• Status — Active, Suspended or Locked. 'Active' users can log into the Catch-e system and the Client wiki. 'Suspended' users may not. A 'Locked' user has tried 3 times to log on and is now locked-out. Visit the Resetting Passwords page about how to reset the Status.
• Last Login — Displays the date and time that the user last logged into the system. If the user has never logged into Catch-e, this field displays "Never".
• KPI Access Other Users — If ticked the user can view other users KPI data. Not available for External users.
• KPI Access Other Workgroups — If ticked the user can view other workgroups and their users. Not available for External users.

Column Two

• Organisation — Enter the Organisation the user belongs to. If a new Group or Fleet Manger is being created using the "Restrict Table" function (although not "Restrict Range"), then the name of the user's Group or Company will populate in this field automatically.
• Report Queue Notification — This checkbox can be used for both internal and external users. Where the 'Report Queue' flag has not been selected on the system Reports and Standard Reports screens, and exceeds the run time allocated in the Global Control reportqueuetimeouttobackground, an email will be sent to the User requesting the report that it is available for retrieval from the Report Queue screen. Where the checkbox is OFF, no email notification will be sent.
• Read Only Access — This check-box can be used for both internal and external users. If the box is ticked ON, the user has access to view screens, print documents and export reports and files. No system data can be altered in any way. Only the screens that are available to the selected role are available. Note, the Fleet / Import Data menu option is removed.
• Restrict Range — This check-box can be used for Fleet Manager and Group Manager roles when some limitation on their data access is required. If the box is ticked ON, a new set of selection boxes becomes available. They are Client Groups, Clients, Client Divisions, Client Cost Centres, States. Changing the range for an active user will delete all its session and log the user out. Note: This function does not apply to the Channel Manager role. For fleetmanager, groupmanager, fleetmanagerro, package_employer using “Restrict Range” are not providing access to the Clients / Divisions tab even if top menu and client page menu allow it.

While creating a new user, a password validation is done to see the password justifies all the set rules, For eg: length of password, letters required, numbers required, upper or lower case required, non-dictionary word required etc. A password shown in plain text means it is a temporary and user will be asked to change it to permanent password on its next login.

Action buttons

• — Your System Administrator clicks ‘New’ and fills in the fields.
• — Your System Administrator can also edit current users and suspend users by searching for a user and selecting the ‘Edit’ button. Passwords can be re-set by the system administrator as well as edited on the Password screen.
• [Send Password] — When clicked, an email addressed to the user with their login and password details embedded is available to send. This is only available when the Temporary Password feature is set-up and a temporary password is in use. One the password is changed, this button disappears.
• Reset — When clicked, a users password can be reset. If the "Temporary Password" feature is enabled, a random password can be generated.

Validations and Alerts

Users Kpis

Admin role users can change the KPI's a user can see on the ** Home Screen.

Access to KPI chart boxes are initially set at role level in Roles / KPIs.

This means that an individual user will only have access to the KPIs enabled for their role.

User Settings

If you would like to enable users to view KPIs for others,

Go to Users / Details KPI Access and update the "Other Users" and "Other Workgroups" check boxes to do this.

E.g. this may suit a team leader position.

Field Descriptions

• Quotations Active — Shows the number of quotes at various statuses for the quote's Account Manager (or a selected Workgroup, or --All-- users). Internal users can click on a particular status to view a listing in the Quote/Search screen.
• Contracts — Displays the number of contracts On Order and Due Off. Users can click through to view a listing of contracts in the Due Off Management or Order Management screen.
• Events — Shows the number of Client, Driver, Contract, Quotes or Supplier events requiring follow-up. Each of these will navigate the user to the relevant Events screen for Internal users.
• Quotations Accepted — Shows Quotes Created and Accepted and a Strike rate (Quotes Accepted / Quotes Created %). Internal users can click on a particular status to view the filtered results in the Quotes Search screen.
• Contracts Activity — Shows Contracts Started and Ended and Total Active. When any data point clicked Internal users will be redirected to the Contract screen.
• Quotations Accepted Per Driver — Shows the percentage of drivers accepting their quotes.
• Inventory Split — Shows number of Active Contracts grouped by Contract Group at the start of each month for the past 12 months and Current (as at today). Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Due Off — Shows contracts Due to expire in next 6 months, grouped by Contract Group. Internal users can click on any data point to view a list in the Due Off Management screen. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Overfills — Shows how many times vehicles have been overfilled (actual litres purchased vs. tank capacity on Vehicle tab - If blank Variant fuel capacity is used instead), grouped by Contract Group and weekday over the past 30 days. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Multiple Fills — Shows how many times vehicles have purchased fuel more than once a day over the past 6 months, grouped by Contract Group. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Service Due — Shows vehicles due for a service in the next 6 months, grouped by Contract Group and month. Note: due in "0-1 months" includes contracts overdue for a service. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar.
• Service Overdue — Shows vehicles over due for a service, grouped by Contract Group and month. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.
• Vehicles On Order — Shows vehicles on order grouped by Contract Group. Data can be exported to Excel by clicking the [Export to Excel] icon in the top left corner of the chart title bar*.

User exit checklist

Qualifiers

1. The user has left the business

Open Events

Check and change users stored on incomplete events.
Ask Catch-e Support to provide Table Import Data files if you do not have access to Workbench.

Import Files

Contract Events

Create a update file containing the following fields

1. Go to Setup / Import Table Data
2. Module - 'fm | Fleet Management'
3. Table - 'fmcontractevents'
4. Import file

Driver Events

Create a update file containing the following fields

1. Go to Setup / Import Table Data
2. Module - 'fm | Fleet Management'
3. Table - 'fmdriverevents'
4. Import file

Client Events

Create a update file containing the following fields

1. Go to Setup / Import Table Data
2. Module - 'fm | Fleet Management'
3. Table - 'fmclientevents'
4. Import file

Scheduler Jobs

Review a list of scheduler job recipients and senders
Change out suspended users
Ask Catch-e Support to provide Scheduler Job reports if you do not have access to Workbench.

Catch-e Staff

Refer also to our internal documentation page User Exit

Events

Add required userlogin details for 'CURRENTUSER' and 'NEW_USER'

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1) Generate data and import details for CONTRACT EVENTS

select ce.contractid, ce.duedate, ce.completedflag, ce.statusflag, u.userid as existinguserid, u.userlogin as existinguserlogin, unew.userid as newuserid, unew.userlogin as newuserlogin
, '--->' as 'fmcontracteventsimport', ce.contracteventid, unew.userid
from fmcontractevents as ce
inner join gbusers as u on u.userid = ce.userid and u.userlogin = 'CURRENTUSER'inner join gbusers as unew on unew.userlogin = 'NEWUSER'
where ce.statusflag = 'active' and ce.completedflag = 'no'
;