- Navigate to Users
- To edit a single user select the user by clicking the pencil icon.
- Once in the user view different Tabs are displayed:
|Field Name||Details||Entry Description|
|First Name||User’s First name. Update as needed||Alpha Characters|
|Last Name||User’s Last name. Update as needed||Alpha Characters|
|PIN||Activation PIN user will use for subsequent device activations. Must be 6 digits long||Manual Entry or button to automatically create PIN|
|Phone Mobile||Device Phone (if applicable) Used to send SMS alerts for Activations, Password resets and other critical communications||Phone number including country code|
|Phone Other||Used as an alternative phone if needed||Phone number including country code|
|Email Other||Used as an alternative email address if needed||Valid other email address|
Used to determine what policies are assigned to a user. Users can have policies assigned in two possible ways. Most policies will be determined by the Organization they belong to in. However, if there is a need to assign a Policy that overrides an Organization assigned Policy or grants/restricts rights not currently assigned by an Organization’s policies a Policy can be assigned directly to the user. Click here to create a new Policy
On the Users Policies tab you will see a list of Organization assigned policies. To add an additional Policy for the user just place a check next to the appropriate Policy/s. It will be autosaved.
This allows you to view all devices associated with an end user. You have the options of editing or deleting devices from this tab.
On the Users PIN tab you will see a list of all Activation PINs ever issued for the user, along with their status.
- To resend the welcome message click the Email Button
- Select template
- Click Send Email
- To display current QR Code click the button next to Email
- To disable a PIN that is currently active, select the “Disable” button
- Click ‘Yes’ on the confirm popup.
The Files tab is used to manage the files located on a user’s file manager in the Secure Container client. This can be used by a user with access to Self Help in the management console as well as administrators that have been granted rights to view and edit. It is used to manage files and folders on a user’s profile and will sync to the Secure Container client on each device the user has provisioned.
By design, if you create a folder for a user you MUST add a file before you save otherwise the folder will not be created.
|Add File||On the Files tab, select the folder in which you wish to add the file, then right click that folder and select ‘Add File’, click the Select Files button and navigate to the location of the file you wish to add or drag and drop files into “Drop files here to upload” box|
|Add Folder||On the Files tab, select the folder that the new folder will be created under (default top level folder is “My Documents”. Right click the folder and select ‘New Folder’ type name of new folder and hit done. Once the folder has been created immediately highlight the folder, right click and select ‘Add File’ and add a file to the new folder. NOTE: Ensure you have highlighted your new folder before adding the file.|
|Move||A file between folders: Highlight the file, left click and drag the file to the destination folder and drop it there.|
|Delete File||Highlight the File, right click, select Delete File and answer Yes to the confirm box|
|Delete Folder||Highlight the Folder, right click, select Delete Folder and answer Yes to the confirm box.|
|Update File||This function is used to replace a file. The file name MUST be the same when you use this function. Right click the File and select update file, navigate to the updated file with the same name and double click file name or click open on the dialog box.|
|Download File||To save a file to your computer, right click the file and select Download File. It will save it to your default “downloads” directory.|
|Preview File||Right click the file and select Preview File. It will open in another window. You can click the Thumbs to remove the left hand navigation pane if needed to get complete view of document.|
This tab is used to prepopulate or update a user’s preferences on their devices. It can be used to modify settings a user’s email, calendar, contacts, and browser as well email settings as well as iOS push notifications. These settings will populate to all of a user’s devices on the Management Console. In addition you can see which email accounts are associated with a particular user’s device if they have multiple email accounts.
|Allow BCC||Sets whether a user will be CC’ed on each email they sent as a blind carbon copy|
|Signature for New Messages||Ability to Enable or disable an email signature to appear for new messages only|
|Signature for Replies and Forwards||Ability to Enable or disable an email signature to appear for replies or forwards only.|
|Edit Email Signature||Allow you to set up the signature that will be presented on emails send from this user’s device/s|
|Attachment Auto-Request on Mobile Data||If this is enabled when an attachment is received it will be automatically downloaded from the messaging server when the user is detected to be on a carrier signal.|
|Attachment Auto-Request on WiFi||If this is enabled when an attachment is received it will be automatically downloaded from the messaging server when the user is detected to be on a Wi-Fi signal|
|Delete Confirmation||Enables/Disables a confirm prompt on device for a deleted email.|
|Post Delete Action||After item is delete determines email message to display, (the previously received email or the next received email. This option only affects tablet devices|
Determines how iOS push notifications will be received on a user’s device outside of the Secure Container client.
The options are:
In the Email Accounts section you can view what email accounts are associated with which devices a user has activated against their Secure Container account. To view, select the device and click the expansion arrow to view the mail account associated with that device. Then click the mail account to see information related to the account type, mail server name and the date and time of last message sync.
In the Contacts section you can choose how the users contacts will appear on their devices, ie by last name, first name or company name.
In the Browser section you can view/set the home page and bookmarks that do or will appear on a user’s devices.
In the Calendar section you can review or edit what settings the user has for default calendar view, day of week start, whether a user can drag and drop meetings on their calendar to move them, and use the quick create option for new events.
In the Certificates section you can see that the user has certificates in their Secure Container, you can also add certificates for the user as well as the user can do the same through the self help feature.
In the Network shares section you can see what the user has mapped for network drives, you can also add network drive mappings for the user.
Network Shares are not supported
The location tab will show the latest location of the last reported device on a user’s account. This would be used to assist in locating an active user. If you are looking for specifics on a device, then go to the device tab select the specific device and view its specific location.
The user activity tab will provide you with a glance of how much data Secure Container has used on each device a user has on the system. To remove a device from the graph view temporarily you click device name on the X axis it will remove that graph line from visibility.