In this article we’re going to be looking at how to secure your MEX system, what really is an admin user and scenarios which commonly catch people out when it comes to security?
Implementing security allows you to tailor your MEX Maintenance Software according to the needs of your users. Imagine having an unrestricted system where contractors were creating purchase orders and purchasing officers were deleting assets. Its chaos and control measures need to be put in place!
You really only want your users to see what they got to see and on top of that, you want a history of what each person has done.
When explaining security to someone, the first question asked is: How do I turn on MEX Security?
Start from the Main Menu and go to Control Files. You’ll see at the top left of the screen a button called Security Switches. In here you’ll find six switches with the first being Security System. Flick that on and you’ve turned on security.
The Security Switches in MEX with Security turned on.
Usually the next question is: what do the rest of the switches do?
Well here’s a run-down of each one:
So now that you’ve got security turned on, every time you log in, you will be asked to enter your username and password.
MEX Login Form
To create a new user for your MEX Users - Go back to Control Files and hit the Security Users button.
Here you can create new users, modify existing ones including changing and resetting passwords.
The bottom line is, traceability and simplification. If you’ve got someone who only uses work orders, why even let them poke around in Control Files?
You can control what each user sees and does. The simpler you make a user’s system the less likely something goes wrong and the less training they need. And each action someone makes will have their name against it.
To create a new MEX user;
All you need to start with is a First Name and a Login
name to save a new users details into the system.
You can also choose a password by using Change Password or you will be asked to create a password when you first log in.
Now each user is created without any security groups applied to them. You can see a list of groups available on the left hand side and a list of the current users’ groups on the right hand side.
Security Groups are applied to users by adding a selected security group
to a user’s Current Security Groups listing.
Without any security groups applied, the user is not restricted at all, they are effectively an admin. Each group applies security only, they cannot give back access.
Note that if two groups apply security to the same thing, the group which is most secure takes effect. I want to stress, that assigning a user to the admin group will restrict them in some ways. An admin is a user with no security groups.
Instead of using our predefined groups you can always setup your own security groups.
To set this up, do the following
Individual Control Options on a form in security settings
You really have to think about what the user will be doing in MEX. You’re not trying to make life harder, but easier. Even sit down with them and get to know their process and if others use MEX in a similar way.
You can also preview the control with security applied using the Preview button down the bottom left. This is how a user would see the Form if they were assigned to this Security Group. Once you’re happy, go back to the MEX User details and assign a user to it.
Highlight the group on the left side and use the Right arrow button to bring it across. Now, when that user logs in MEX will apply the restrictions that you have set up.
So just dive into Security, give it a go. It’s the best way to learn.
Need a hand setting up your security?
Give the MEX support team a call on +61 7 3392 4777 or email email@example.com