On Being an Admin

Being a GroupAdmin on XReach gives you access to the Management View.

Becoming an Admin

The XReach Team or your IT Department will tell you what the Mobile Server Name and the WebClient URL will be for the environment created for your organization. You will then need to request for a user account to be opened via the WebClient URL.

Requesting an User Account

In order to get started, enter the new environment Login screen via a browser on your computer.

Login Screen
  • Click on the Request an account button to start the User Account request process.

  • Fill in your details. The preferred format is to add "Admin" or "Expert" or "RemoteUser" to the end of your last name, see below for an example.

Request an User Account View

Getting the User Account activated

  • Notify a GroupAdmin on your environment that a user request for an Admin has been created.

Setting a password for the account

  • Once the GroupAdmin has approved your User Request, your account will require activation. An email will be sent to the email address specified for your user. (An example of this "Please activate your account" email can be found below)

XReach - Please activate your account email
  • Clicking on the button or the link will take you to the Set Password page (see screenshot below) where your password needs to consist of lower case, UPPER CASE, 1234567 and special characters such as ! or ( or ).

Set your password

Logging in with the account

  • After successfully setting the password for your user account, you will see the page below

Successful Setting of Password
  • Click Back to login and log in with your credentials.

  • You will see the Ticket List View - on the left you will see a Cog signifying Management (See below for image)

Management Cog on the Sidebar
  • Click on the Cog to open the Management dropdown menu. It looks like this - depending on your level of access:

Management dropdown menu

Select your preferred Management choice - in the case of this manual, click on Requests to enter the User Requests view.

Accepting User Requests

As an Admin, you're able to see any pending User Requests in this view.

NOTE: If a new User Request is sent while you are viewing this page, it will not automatically update. In that case, navigate to the Ticket List View from the Sidebar, and then back to Management -> User Requests.

If you delete a User Request, they will not get a notification, so delete away!

Click on the Delete button if you wish to delete the User Request, or click on the Create User button to start User Creation.

Example of the User Request View

Creating a User from a User Request

When clicking on a User Request, the First name, Last name and Email are already pre-filled. The following Textfields are mandatory and must have content:

Description, Phone, Country, Organization, Position, Groups and Permissions.

Create User dialog with First, Last name and Email pre-filled

Once you have filled data into all of them, press the Create button, and the newly created User will get a validation email where they can click on the link to activate their account by setting their password.

As noted, you can add a User to multiple groups while creating.

Click on Groups from the Management Sidebar.

Groups

By default, the first Group is automatically selected and highlighted in green. You will see Users specific to that Group. By clicking on another Group, you will see a different list of Users, belonging to that Group.

Group View

Creating a New Group

Let's create a New Group. Click on the Create new group button. The Group Name, Organization and Description are all required fields.

Create a New Group Page

After pressing the Save button, the Group can be selected from the List of Groups. Note again, you will only see the Groups you are a member of.

Adding Users to Groups

Click on the Add users button to start adding Users to the Group.

Add Selected Users to Group page

The above is an example of adding two users (Expert01, Expert02) to the selected Group. Click on the Add selected users to group button to add them. The List of Users in the Group will update (see below for a screenshot example)

Your Group now has four users

Removing Users from Groups

For removing Users from Groups, tick a tickbox next to the user, and click on Remove users - you will get a notification stating "Users were removed from the group".

Getting ready to remove Admin10 from the Group

Editing a Group

If you wish to change the Name, Description or Organization of the group, just click on the Edit icon next to a Group on the Group list.

Clicking on the Edit Button

The Name, Description and Organization fields are always required, so you can only save changes to a Group if they are filled. You can also assign an Expert to the Group.

Edit Group dialog

Details about Groups

Each Group needs to have at least one GroupAdmin. If you try to remove the last GroupAdmin from the Group, the removal will be blocked and you will be warned. Each User must be in at least one Group. If you attempt to remove a User from the only Group they are in, you will be warned.

Users

Let's go and have a look at the User List.

An Example of the User List View

An orange exclamation mark (!) indicates that the User has not yet been activated (they have not clicked on the confirmation link).

An orange (i) circle will appear next to a User that has been activated, but also been deactivated. The whole row will also be in grey instead of black. An example of this would be here:

Admin04 is not activated, Admin02 is deactivated

Clicking on a User row will start the Editing of the User. Clicking on the Create user button will start the creation of a new User.

You can also search for Users from the topbar.

Creating Users

You can directly create a User by clicking on the Create user button

The Create User form

The required textfields are: First name, Last name, Email, Description, Phone, Country, Organization, Position, Groups, Permissions.

Each new User can be added to multiple Groups that you are a member of. As a GroupAdmin, you will not see any other Groups you are not a member of.

After adding a User to Groups, You can also Add or Remove User by go to the Groups view and add the User to all the other Groups you wish them to be a member of.

Editing Users

Clicking on a User row will start the Editing of the User. You can change the details of the User, such as First name, Last name, Email, Description, Phone, Country, Organization, Position and Permissions.

Groups can be added and removed from the Edit User Page.

Deactivating, Reactivating, Deleting Users

Select a user from the row, and click on Delete user to delete a User. Or, select a user from the row, and click on Deactivate account to deactivate a User.

Editing an active User account, Delete user & Deactivate account

There can be situations where you have sent an Activation Link to a user that has not clicked on the link for 7 days. Their link will time out automatically in 7 days, so when they get in touch with you and state that the link no longer works, just Log in, go to Users, go to that specific User, and click on Resend activation link to resend them an activation email with an active link.

Resend activation link button location

Reset password

  • An Admin can reset password for the Activated Users except GroupAdmin/SystemAdmin

  • Select an active user from the row, and click on Reset password to reset password for them.

Reset password button location

Details about Users

  • Any tickets and content created by a Deactivated User can be accessed, but the Deactivated User cannot log in, and cannot place calls or edit tickets.

  • A Deactivated User cannot be deleted. You must reactivate the account and then Delete it.

  • Any tickets created by a User that has been Deleted will list the creator as "Deleted", and tickets cannot be called.

What else can an Admin do?

An Admin can also Delete a resolved ticket. Each ticket has an Overflow menu at the top right corner of the ticket. If a Ticket has been marked as Resolved, the Delete ticket option will be enabled.

Ticket Overflow menu with Delete ticket enabled.

Clicking on Delete ticket will open up a dialog asking if you are absolutely sure. Now's your last chance to back off :)

Are you sure you want to delete this ticket?

Roles

To find out more about the differences between a RemoteUser, an Expert or a GroupAdmin, click here to view the Roles documentation.

Where to go next

Click below to read more about separate features:

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