Minimum Version Required: 24.01
Pre-Conditions
Must have appropriate dashboard roles/permissions to view user analytics and security dashboard
Basic understanding of Encompass user types and roles
Knowledge of organization's security policies and procedures
Steps
Steps
Access the Dashboard
Navigate to the Users Analysis and Security dashboard through the universal search
The dashboard presents multiple sections with real-time user activity data
Monitor Key Metrics
Review the top cards showing total users across different categories:
Employee users
Customer users
Supplier users
Track new user additions and users without contact information
Review Security Statistics
Monitor successful vs. failed sign-in attempts graph
Check sign-ins by role breakdown
Review users not logged in for extended periods
Examine sign-ins from unusual locations
Analyze Activity Reports
Review password reset activity
Check time clock activities
Monitor location-based activities
Track user activity patterns
Fields And Definitions
User Statistics
Total Users: Current count of active users in the system
Users added in last 7 days: New user accounts created recently
Users invited but not joined: Pending user activations
Users without email or mobile: Incomplete user profiles
Security Metrics
Successful Sign-ins: Valid login attempts
Failed Sign-ins: Unsuccessful login attempts
Sign-ins by Role: Login activity grouped by user roles
Distance From Warehouse: Geographic location of login attempts
Password Reset Count: Number of password resets per user
Activity Monitoring
Time Clock Activity: User system access duration
Location Activity: Geographic distribution of user access
Browser Information: Web browsers used for access
Sign-in Times: Temporal patterns of system access
Best Practices
Security Monitoring
Regularly review failed login attempts
Investigate login attempts from unusual locations
Monitor password reset patterns
Track users with excessive failed attempts
User Management
Regularly audit inactive users
Ensure complete user profile information
Review and update user roles periodically
Monitor new user additions and removals
Activity Analysis
Review login patterns for anomalies
Track geographic access patterns
Monitor time clock activities for irregularities
Analyze browser usage for security compliance
Maintenance
Regular review of user access rights
Clean up inactive user accounts
Update contact information
Document unusual activity patterns
Reporting
Generate regular security reports
Document security incidents
Track user activity trends
Maintain audit logs of security events