Supervisor Login Accounts

Supervisor accounts can be created to allow designated users to login to the Securus console to view and manage captures.

To view supervisor accounts, start by navigating to the Settings view by clicking on the cog icon in top right corner of the console window.

Open

Click on Supervisors.

Open

A list of current supervisor accounts will be listed here. Existing accounts can be edited or removed and new ones created.

To create a new account, click on the Add button.

Newly created accounts will be automatically assigned access to the level that they are created at.

Several options will now be available:

• Username

  • The login name for the new account. Special characters are not currently supported.

• First name

• Last name

• Email address

  • The email address for the account. This is not linked to email alerts but is necessary for the password reset form.

• Mobile Number

  • Name or Description

    • This can be used to add a name or description to the number, for example, mobile or landline.

  • This will be used in an upcoming feature and is just for informational purposes currently.

  • Click Add Another to add more numbers to the account.

• Assign Access?

  • Selecting Yes will assign access at the same time and will also expand the next section. Access can be assigned to all OU’s by clicking the Select All button, or individual OU’s can be selected from the menu.

  • Selecting No will allow you to assign access to a different group at a later time.

• Access Level

  • Select the appropriate role for the new supervisor account. Users can have multiple roles assigned to them at once. See below for advice on Access Roles.

• OU Select

  • Select which OU’s you would like to assign the supervisor account to.

  • Click Select All to assign the new supervisor to all OU’s or expand the tree and tick the boxes against the OU’s you want the account to have access to.

• Add to Mailing List?

  • Advanced feature for assigning accounts to the Summary Report. Not recommended for daily use.

• SSO Only

  • This will hide the Password fields and allow the new user to only login using Microsoft SSO.

• Password and Confirm Password.

  • The typed password can be viewed by clicking the eye icon.

Fill out the details as desired and click Save to confirm. You will now see the new supervisor account in the list.

A supervisor can also change their own password by clicking on the User button in the top right and selecting Change Password.

Access Roles

• Manager

  • Full control over the system.

• Monitor

  • Access to captures and can save, re-grade, delete and export/print captures. Monitor users can also view some of the settings within the Settings panel but cannot make any changes. Unable to view Supervisors or Supervisor access.

• Reviewer

  • Has access to the normal captures view but cannot save, delete or re-grade captures. The reviewer roll can export and print captures and also has access to Web Logs in the Settings panel.

• Technician

  • Can be assigned at the top level to allow an IT technician access to All Computers and Audit Logs within the Settings panel.

• Managed

  • Only has access to captures provided by an email alert link.

  • This role is designed to be given in conjuction with any other of the above roles.

• Admin Technician

  • This role can view all settings on the system but cannot make any changes. Can also delete computers from the All Station list.

Mini Roles

Supervisor mini roles are add on roles that are designed to be used in conjuction with the main supervisor roles. To add a mini role to an existing account, go to Supervisors > Access and then add a new access policy for the desired user and role.

• Supervisor Manager

  • This role has the ability to create new supervisor accounts only and assign access upto their own access level.

  • For example, a supervisor account with the Monitor and Supervisor Manager roles can only create and assign access for other Monitor accounts.

• Regrader

  • This role can re-grade captures but cannot do anything else. This is designed to be used with the Reviewer role for cases where supervisors should be able to regrade captures where necessary.

It may be necessary to give a supervisor account separate access rights to extra OU’s or user groups. For example, when you want to create a supervisor account but only want the account to access a Staff or Students group.

To do this, click on the level you wish to assign to and then click on the Supervisors button. Then click on Access.

Click Add.

Select the account from the drop-down menu and then tick an access role, multiple roles can be selected at once.

Then select which OU’s the account should be able to access.

Click Add to finalise and then click Save to finish.

A confirmation prompt will show if the change has been successful.

It is possible to view all access levels and roles from a given OU and below. This is best used on the highest OU level.

Go to Supervisors > Access.

Click on Show Full Access.

This will show all access levels from the OU level you are on and below.

The search function can be used to locate a specific user account or access level.

To edit a supervisor account, first single click the account you wish to edit to highlight it. Then click on the Edit button.

The same options as shown previously will be available. Make your changes and click on Save to confirm.

To remove a supervisor account, first select the account you wish to delete and then click on the Delete button.

A confirmation box will appear, click Delete to confirm or Cancel to cancel the change.

Document number/reference: SEC-KB-SETUP-009

Classification Level: Public

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