Setup Client access to the Dashboard (legacy)

All levels of Dashboard user (both Staff and Client) and the Clients they have access to are managed through the User Accounts and Client Groups dialogs.

Depending on the Client Group configuration, it can allow multiple users at the Client to log on to their own version of the Dashboard. This only returns their sites and devices (thus ensuring full confidentiality of your other Clients data) and lets the Client see just how hard you are working to monitor and maintain their systems.

This functionality supersedes the previous setting available from within the Client dialog which only supported a single user with Dashboard options.

The legacy Client Dashboard Access dialog is only available for those accounts where this login is already configured. For Clients without this type of login, you are directed to Client Groups to create a new group for this Client and User Accounts to add a Client level user then associated them with their Client group.

Edit Client - Dashboard Access (Legacy Setting)

The view only Client Dashboard available from the Client Dashboard Access section displays all the Clients devices and allows access to their own Wall Chart

Although this is primarily a view-only Dashboard for information purposes, we have included limited functionality for the selectable features. Initiate a Take Control session, send commands to a mobile device etc.

Any Client level users setup in the Edit Client, Dashboard Access dialog are only displayed in this section, they are not transferred over to the User Accounts dialog.

For a comparison of the different types of Client role please go to Permissions: Client

To edit Client Dashboard access:

  1. Choose the required Client under Monitoring and Management
  2. Go to Edit, (or right click on the Client in the left menu)
  3. Edit Client
  4. Select Dashboard Access
  5. Tick Enable client "view-only" dashboard access
  6. Enter the required information
  7. Choose the features the Client User has access to
  8. Set Password to send an email containing password configuration information to the entered username
  9. Click OK to save

Username

Enter an active and valid email address for the user to act as their username.

Set Password

For additional security the user must configure their own password. Where selected this option sends an email to the user with instructions on how to set their password.

The password should follow the below policy:

Must be at least 8 characters in length

Contain no blank characters

Have at least 1 uppercase, 1 lowercase and 1 numeric character

Feature

Client can view Asset Tracking information (enabled by default)

Client can use Take Control feature

Client can use Backup Manager

Client can send commands to Mobile Devices

Standard

Only one login is available per Client in the Dashboard Access dialog, although multiple Client level users may be setup in the User Accounts dialog.

From Dashboard 5.43 where Two-Factor Authentication (2FA) is enabled, this contains the user's 2FA state along with the option to reset 2FA for the Client's user.

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