New and Improved Features

Product Level change

Configurable

PMP-65567 Template user feature in product

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Does not have option to copy or refer existing user while creating a new user

Purpose: Quick user creation by using a predefined template user

Enhanced System:

Option to create a template user in both Setup > Security > User and Location Setup > Administration Setup > User.
Template user created both at Corporate and Site can be used in both setups. Scope and permission will be provided as per template user scope and permission.
Template user can be used for creating new user by selecting template user in the quick setup section of user detail screen.
Changes to template user scope and permission will not reflect to existing users created using the template user.
After creating a user using template user, the user's scope and permissions can be changed as required.
Template users can be used in user import tool.
Template user should not display and used anywhere in the application, except User Detail and User Import tool.
Template user information:
- Template user option with checkbox.
- Template User Name
- Template User Description
Template User option will be locked once created
Quick Setup :
- Quick setup section in user detail
- Select template user
- Select scope and other options like System Permission, Administrative Permission, Module Permission and Group information to be copied.
- Scope is required to selected to copy other options.
- User detail doesn't maintain reference, using which template user the user has created.

Impacts: No Impact

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PMP-67822 Changes to welcome and password email to include Login Details, Credentials, Access Code, App Store Link, Scope and Permissions

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Sends user information and temporary password from user detail Send Mail button
Email doesn't have mobile and system administrator information

Purpose: Send welcome email to new user with login detail, mobile and system administrator information

Enhanced System:

Welcome Email :
- Company logo
- Welcome message
- Login detail with temporary password and mobile access code information
- Desktop and Mobile link to open application.
- If mobile app is set with access code, redirect to reset temporary password screen of mobile from email.
- System administrator information with name contact details.
- Information about user scope, permission and group
- Mobile app download icon and link for iOS and Android
- Help Site Link
Reset or Change Password Email :
- Company logo
- Event information with why password change request generated and by whom.
- Desktop (Web) and Mobile Password change link
- Mobile access code information
- System administrator detail
- App download icon and link for iOS and Android

Impacts: No Impact

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PMP-67819 Introduce Password Status column in list to identify user password status

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Doesn't option to see the password status of a user.

Purpose: To know user password status, whether welcome mail sent, password reset by user , password has expired etc.

Enhanced System:

Introduced new column password status , user can add the column to list to know users password status.
- Password Status
  - Send Welcome Email - User created but welcome email has not sent
  - Active Password - User having proper password to login.
  - Reset Password - User has received welcome email but not yet reset password to login.
  - Expired Password - User's password has expired
Password status wise view provided in the list to quickly filter users based on password status.
- Views
  - Welcome Email Not Set
  - Password Not Reset
  - Expired Password
User can select the view and send Welcome Email and Password Reset Email to bulk user.

Impacts: No Impact

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PMP-67821 Introduce bulk “Password Reset” and “Send Welcome Email” buttons

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

No option to send welcome email to bulk users.
No option to reset password of bulk users

Purpose: To manage welcome email and reset password of bulk users.

Enhanced System:

Send Welcome Email : Allow to select multiple users from list or select Welcome Email Not Sent View to send welcome email to users.
Password Reset : Allow to select multiple user and reset their password

Impacts: No Impact

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PMP-68276 Scope and Permission validation for sending user Welcome Email

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Scope and permission not validated for sending welcome email.

Purpose: Don't allow to send welcome email to user doesn't have scope and permission. Due to which the user is unable to login to system.

Enhanced System:

Validation of scope and permission to send welcome email.

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PMP-65566 Import organization structure

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Don't have option to import organization structure

Purpose: Provide option to import organization structure for enterprise structure and locations

Enhanced System:

Import enterprise structure
Import location based on enterprise structure
The data will be processed with job with 24 hrs of file upload
Data limit recommendation for organization import is 3000 - 4000 records due to performance issue and load on server.

Impacts: No Impact

PMP-66231 Import tool for adding Users

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Don't have option to import user

Purpose: Provide option to import user

Enhanced System:

Import user
Import user using template user, if template user has selected for the user it will not consider other information provided for the user like scope and permission.
Using user import tool the existing user's detail, scope and permission can be updated. It will check with user name and email id for updating existing user's information.
The data will be processed with job with 24 hrs of file upload
Data limit recommendation for user import is 3000 -4000 records due to performance issue and load on server.

Impacts: No Impact

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PMP-68691 Introduce “Mobile Icon” on the top header to display mobile app information

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Widget to display mobile related information

Purpose: To display mobile information quickly, so it will increase the mobile app usage and required information how to access mobile app.

Enhanced System:

Display mobile icon on home page top header
On click of the icon, display Access Code of the site, Help Link and icon with path to download iOS and Android app.

Impacts: No Impact

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PMP-67815 Forgot your User Name and Password ? link on Login Screen

PMP-67805 User would like to toggle between password visibility

PMP-67817 Introduce Login FAQs

PMP-67816 Display Mobile App Details in the web login page

Configurable: No

Title: NA
Public / Private: NA
Default: NA

Existing System:

Forgot Password option in login page

Purpose: To improve login experience of the user

Enhanced System:

Forgot Your Login Name : Send email to user with a link. By clicking on the email link , it will redirect to login screen and populate in the login name field.
Forgot Your Password : Send email to user with a link. By clicking on the email link , it will redirect to change password screen.
Toggle Password Visibility : Option show/hide password text
FAQ: Login related information
Email Support Link with System Name : Change email support link to "Email to System Name"
Display Mobile App Information on Login Page : Display mobil app information and on click of the icon display information how to download and use the app.

Impacts: No Impact

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PMP-68240 Login feature with never expire password

Configurable : Yes

Title : Maxexpiredays
Public / Private : Private
Default : 30

Existing System: No option to turn off password expire feature.

Purpose: Turn off password expire feature

Enhanced System:

Change configuration value to zero, so it will bypass the password expire validation

New and Improved Features

PMP-65567 Template user feature in product

PMP-67822 Changes to welcome and password email to include Login Details, Credentials, Access Code, App Store Link, Scope and Permissions

PMP-67819 Introduce Password Status column in list to identify user password status

PMP-67821 Introduce bulk “Password Reset” and “Send Welcome Email” buttons