Configuring Custom Technician Roles

You can have your Hexnode MDM portal managed by multiple admins. The user who signs up for the portal is the Super Admin. You can then add multiple technicians. Each new technician can be assigned any of these roles – Admin, Reports Manager or Apps and Reports Manager.

• Admin: Admins have full privileges, access to all the features in the portal.
• Reports Manager: Reports managers can access only the reports tab and the features in there.
• Apps and Reports Manager: Apps and Reports managers have access to the features in both the Apps and Reports tabs.

Create technicians in Hexnode MDM

To create a technician,

1. On your Hexnode MDM console, navigate to Admin > Technicians and Roles.
2. Click on Add Technician on the top left corner.
3. Enter the display name and the username for the technician.
4. Choose a specific technician role: Admin, Reports Manager, or Apps and Reports Manager.
5. Enter a password and repeat it for confirmation.
6. Enable or disable two-step verification. Enabling this option would initiate log in via a two-step verification process. The first step involves the technician to enter the username and password. The second step is to enter a verification code sent to the email address/mobile number provided by the technician. This option is enabled by default.
    
   
   Notes:

   • The verification code is valid for a duration of 3 minutes. After the 3 minutes duration, a new verification code should be sent to enable log in to the portal.
   • Ensure to configure SMS Settings on your portal, to enable technician login using OTP via SMS.

   
   

 

7. Enable CAPTCHA after ___ failed login attempts: Choose the maximum failed login attempts for a technician after which CAPTCHA will be enabled. It can take values between 1 and 10.
8. Click Save.

Global captcha settings

Global captcha settings can be applied globally to all the technicians within the portal.

1. Login to Hexnode portal.
2. Navigate to Admin > Technicians and Roles.
3. Under Global CAPTCHA settings, provide the maximum failed login attempts after which CAPTCHA will be enabled. It can take values between 1 and 10.
4. Click on Save.

Edit a Technician

If you want to edit the details of a technician,

1. Go to Admin > Technicians.
2. Select the technician and choose the Edit option at the end of the row.
3. You can edit the user details and change the password. To change the password, enable the Change Password checkbox.
4. Enter the new password and repeat it for confirmation.
5. Enter the password of the user currently logged in.
6. Optionally enable or disable two-step verification.
7. Enable CAPTCHA and provide the number of failed login attempts after which CAPTCHA is to be enabled.
8. Click Save.

Delete a Technician

If you want to delete a technician,

1. Go to Admin > Technicians.
2. You can delete a technician by clicking on the trash icon.
3. Enter the password of the user currently logged in and confirm the deletion process.

Different Technician Roles in Hexnode MDM

Super Admin

Super Admin has complete access over the portal and is an all-time active technician. They can edit, create or delete other technicians. They can edit their own details but can’t change their role. They can also deactivate other active technicians to add more technicians. A Super Admin cannot be deleted or disabled.

Admin

Admin can access all the tabs in the portal. He can deactivate, add, edit or create other technicians. Admin can also edit his own details but can’t change his role or delete himself.

Apps and Reports Manager

Apps and Reports manager can access both the Apps and Reports tabs. However, he doesn’t have any other privileges on the portal.

Reports Manager

Reports Manager can access only the Reports tab.

Limiting the number of technicians as per the pricing plan

The number of technician roles that can be configured depends on the pricing plan you have subscribed.

For Express plan,

• Only Super Admin is allowed.

For Pro plan,

• Two active technicians are allowed – Super Admin and one active technician. Deactivate the technician to add another one.

For Enterprise plan,

• Super Admin and 2 other Active technicians are allowed. Other technicians can take the role of Admin, Reports Manager or Apps and Reports Manager. Deactivate any of the added technicians to add more technicians.

For Ultimate plan,

• Super Admin and 3 other Active technicians are allowed. Other technicians can take the role of Admin, Reports Manager or Apps and Reports Manager. Deactivate any of the added technicians to add more technicians.

For Ultra plan,

• Super Admin and 4 other Active technicians are allowed. Other technicians can take the role of Admin, Reports Manager or Apps and Reports Manager. Deactivate any of the added technicians to add more technicians.

When the number of active technicians reaches the maximum limit allocated to each plan you have to either deactivate any of the active technicians or upgrade your pricing plan.

To upgrade your pricing plan,

• • Go to Admin > License.
  • Choose a higher plan as Active plan > Click on Change plan.