Minimum Version Required: 22.01
Pre-Conditions
To have access to the User Analysis and Security Dashboard, a user's role must be assigned to the "Dashboard Roles" table. By default the "Full Access" role has access to the User Analysis and Security Dashboard.
To add a role to access the User Analysis and Security Dashboard, please follow these steps:
1. On the Universal Search Bar, search for Dashboard Roles
2. Click the Dashboard column header and search for User Analysis and Security Dashboard
3. Click the Add Dashboards Roles button and once clicked you will see new fields popped up on your screen
4. Fill out the appropriate fields and click the Save Records button
Steps
How to view the User Analysis and Security Dashboard
1. On the Universal Search Bar, search forUsers Analysis and Security
2. Click on the arrow in the upper right corner of any data card to expand the graph or chart
3. Use the dashboard to view Employee Users login and location information
4. Scroll through tiles to view reports and information on:
a. Successful vs Failed Sign-ins
b. Sign-ins Last 7 days by Role
c. Users Not Logged In For 60 Days
d. Sign Ins More Than 300 Miles from Location
e. Maximum Login Failure Count Reached Alert
f. Recent Login Locations map
g. Users Denying Location Access table
h. Auto Inactivate Users after Users.EndDate App
i. Automatically Deactivate Users After Inactivity App
j. Other reports and Location Activity
k. Password Resets last 7 days and Time Clock Activities Last 7 days
l. Call Time Reports
Fields And Definitions
Employees: Shows the total number of employee-type users
a. Employees that have been invited but have not joined or have set their password yet
b. Employees added in the last 7 days
c. Employees that are missing an email address or mobile number on their User record
Customers: Shows the total number of users tied to a Customer (Customers Users)
Suppliers: Shows the total number of users tied to a Supplier (Suppliers Users)
Successful vs Failed Sign-Ins: Shows you the number of successful sign-in attempts vs the number of failed sign-in attempts by day
Sign-ins Last 7 days by Role: This shows a break-down by role, the number of successful and failed sign-in attempts, and the number of users that make up those attempts
Users Not Logged In For 60 Days: This shows a break-down by user and their last login date that is greater than 60 days ago
Sign Ins More Than 300 Miles from Location: This shows the user that is more than 300 miles away from the warehouse. There is also a Map Link that shows the location of the user
Maximum Login Failure Count Reached Alert: This is an alert sent out to the subscribed Alert User when a User reached the maximum failed login attempts (6). They must now reset their password
Recent Login Locations: This shows a map of the recent login locations of the company's users
Users Denying Location Access: This is a table that shows the users that have denied location access to Encompass
Auto Inactivate Users after Users.EndDate App: This card directs the user to the Auto-Inactivate users after the User's EndDate App in the Encompass App Library
Automatically Deactivate Users After Inactivity App: This card directs the user to the Security Automation: Deactivate Users After Inactivity App in the Encompass App Library
Other Reports: This card directs the user to the Encompass Report Library where they can view more security reports based on their business needs
Location Activity: This shows the following records broken down by Location:
a. Number of individual sign-ins
b. Number of users that signed in
c. Total shift hours for those users in the last 7 days
Password Resets last 7 days: This shows which users reset their password in the last 7 days, and how many times
Time Clock Activities Last 7 days: This shows the number of hours spent on each Time Clock Activity in the last 7 days
Call Time Reports: Call Time Reports show the actions performed for a Customer within Encompass Mobile, and how long those actions took. There is a different report for sales reps, delivery reps, and merchandisers
Best Practices
Utilize the Security Apps - The Auto-Inactivate users after User's EndDate and the Security Automation: Deactivate Users After Inactivity Apps are useful tools to automate security tasks within your organization
Monitor the dashboard daily - To make the most out of this dashboard it is best to monitor this dashboard for at least 5 minutes a day. The best times would be first thing in the morning or after lunch.