SPC panel users

Product Version(s): SPC Connect 3.0

Topic last updated: January 2020

The SPC Panel Users site operation enables an installer to carry out all the user management functionality on the SPC panel, and more.

The SPC Panel Users operation supports:

  • Managing users and user profiles (rights) on an SPC panel.

  • Creating a dedicated account on any panel that SPC Connect can use to connect to the panel.

  • Creating an SPC Connect account for any user already registered on the panel.

  • Importing/exporting panel user details in bulk. Details are saved in an Excel spreadsheet.

To use the SPC Panel Users operation, click Operations > Site Operations, then click the SPC Panel Users icon.

Notes:

  • The SPC Panel Users operation is only available for sites than contain a single panel.

  • To support the SPC Panel Users operation, the SPC panel itself should use the command profile Default Commands, Default Commands [SPC Connect] or a similar command profile.

To create a regular panel user, click Add Panel User, enter user details on the Add Panel User page and click Save .

Notes:

  • When you create a panel user through SPC Connect, you can add additional user data, including first name, last name, email address, user image and custom search fields.

  • To assign a PIN for the panel user, you must enter a User PIN on the Add Panel User page before clicking Save . To email the PIN to the user, enter an Email address for the user, then click Email under Email User Details after the panel user is saved.

To create an account on the panel that will be used exclusively by SPC Connect, click Create SPC Connect Panel User and Profile on the SPC Panel Users page. (Note that this option is not available if the SPC Connect User account already exists.) SPC Connect does the following:

  • Creates a new SPC Connect user profile on the SPC panel. The user profile is called SPC Connect User Profile and includes rights to manage panel users and user profiles.

  • Creates a new user on the SPC panel and assigns it the new user profile. The new user is named SPC Connect User.

    Note: For security purposes, the PIN for SPC Connect User is not visible to any installer. The account can therefore can only be used via the SPC Connect application.

  • Updates the Panel Connection Details for the panel within SPC Connect to use the SPC Connect User credentials for all installers in the company.

First, create an XML file with the required user details. To do this:

  1. Click Export Panel Users on the SPC Panel Users page to export a .zip file containing the .xlsm and .xml file with details of users on that panel. (You may need to enable macros to be able to edit the file.)

  2. Extract the files from the .zip file, and modify the .xlsm file as required so that it contains details of the user accounts you want to import. When you save the .xlsm file, the corresponding .xml file is updated – this is the file you will import in SPC Connect.

To import the XML file of user details:

  1. On the SPC Panel Users page, click Import Panel Users.

  2. On the Import Panel Users page, click Choose File to open a window where you can browse to and select an XML file with details of panel users to import.

  3. Click Open Panel User File to read panel user records from the file.

    The results area shows the following details for each panel user record read from the XML file:

    Line No.

    The line number of the user entry in the imported XML file.

    Operation

    Add indicates that the user does not already exist on the panel and a panel user will be created if the record is imported.

    Update indicates that the user already exists on the panel and the panel user will be updated with these details if the record is imported.

    Name

    The name of the user.

    Custom Search Fields

    The custom search fields for the user.

    Card Number

    The card number for the user.

    Email

    The email address for the user.

    Language

    The language preference for the user. System Language will default to the language set for the panel.

    Email User PIN

    Whether the user PIN will be emailed to the user.

    User Profiles

    The user profiles assigned to the user.

  4. Select the check box for each panel user you want to add/update, click Import Panel Users to the SPC Panel, and confirm the import when prompted.

    A Progress column is added to the table in the results area: this displays the import progress for each record. When the import is complete, a message at the top of the page indicates how many records were imported successfully, and how many failed.

Click Create SPC Connect Account beside the entry for a user on the SPC Panel Users page. SPC Connect does the following:

  • Creates a new SPC Connect account for the user.

  • Sends an email to the user with instructions on how to finish setting up their SPC Connect account, and a link to the SPC Connect mobile application.

  • Registers the panel to the user’s account on SPC Connect (using the SPC panel credentials of the panel user for authentication).

An installer with access to the site (installer and site need to be part of a site group) and with the SPC Panel User Management installer right enabled.

Panel user records are validated on import. A user will not be created/updated if any record fails validation.

The following validation rules are applied when you import the XML file with panel user records:

Field

Validation

Name

Username must be unique in SPC Connect. Max 16 alpha-numeric characters long.

First Name

Must be populated if a Last Name is entered, or if Email User PIN is Yes.

Last Name

Must be populated if a First Name is entered, or if Email User PIN is Yes.

Email Address

Must be populated with a valid email address if the Email User PIN is Yes.

Searchable Field 1–4

No validation applied.

PIN

The PIN the user will use to access the SPC panel.

For a new panel user:

  • Cannot be empty.

  • Must be unique on the panel.

  • Specify AUTO to auto-generate a PIN (for new users only).

  • Specify 0 to indicate the user has not been assigned a PIN.

For an existing panel user:

  • Must be empty or *****.

  • You cannot change the PIN value for an existing user.

Language

Must be one of the following numeric language codes:

  • 0 – English

  • 1 – Spanish

  • 2 – French

  • 3 – Italian

  • 4 – Finnish

  • 7 – Swedish

  • 8 – Norwegian

  • 9 – Danish

  • 10 – Czech

  • 11 – Polish

  • 12 – Romanian

  • 13 – Dutch

  • 14 – Russian

  • 15 – German

  • 16 – Portuguese

  • 17 – Flemish

  • 255 – System language

If the specified language is not available on the panel, the user language will be set to the system language.

Email User PIN

To automatically send the user PIN to the user:

  • This value must be Yes.

  • Email Address must be populated with a valid email address.

Card No

Must be a valid number 1–14 characters in length.

User Profile 1–5

Must be the ID for a valid user profile on the panel.

If a matching user does not exist on the panel, one is created; if a matching user already exists on the panel, the user record on the panel is updated to match the information in the imported XML file. Duplicate users will not be created.