Set User Account Permissions

Set user account permissions to allow other users to assign tasks, enable notifications, enable navigation pane features, or view a log of all changes to account permissions.

How to

If your user account permissions are set to Administrator, you can update preferences so secondary user accounts can manage user accounts, contact information, notifications, and other permissions.

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the Settings page, click User Accounts.
  3. On the User Accounts page, select the user account you want to modify.
  4. Click the Permissions tab on the User Account page.
  5. Next to User Role, select Standard Account to change the user account to an account without user management permissions.
  • Click Administrator to change the user account to an account that can manage other user accounts, contact information, notifications, and other permissions.
  1. Click Done.

Note: The Administrator user role is automatically granted to the first person in your shop who completes the registration process. Any subsequent people who complete registration will have standard accounts. The person with the Administrator user role can change the user role for other user accounts.

Enable a user account to assign Tasks within your shop.

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the Settings page, click User Accounts.
  3. On the User Account page, select any user account, and then click the Permissions tab.
  4. Scroll down to the Products section and select the Assign Tasks check box to enable the user account to assign tasks.

  • Clear the Assign Tasks check box to disable the user account from assigning tasks.

  1. Click Done.

Enable a user account to change the settings for in-app notifications or email alerts.

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the Settings page, click User Accounts.
  3. On the User Account page, select any user account, and then click the Permissions tab.
  1. In the Global Settings section, select the Notifications Settings check box to enable the user account to change the settings for in-app notifications or email alerts.
    • Clear the Notifications Settings check box to disable the user account from changing the notifications settings.

  2. Click Done.

If your user role is set to Administrator on the User Account Permissions tab, you can update permissions for standard user accounts to only see the tasks and jobs assigned to them.

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the Settings page, click User Accounts.
  3. On the User Accounts page, click the user account you want to modify.
  4. Click the Permissions tab on the User Account page.
  5. Scroll down to the Products section, and select the View Others Work check box to enable the user account to view jobs and tasks not assigned to them.
  • Clear the View Others Work check box to hide others jobs and tasks for secondary users.
  1. Click Done.

You can enable or disable access to features on the Navigation pane for secondary users. These features include:

  • Mitchell Connect
    • Assign Tasks
    • Jobs
    • Tasks
    • View Others work
  • TechAdvisor (If licensed)
  • Mitchell Diagnostic (If licensed)
    • Diagnostic Scans
    • Share Scans for Analysis
  • Mitchell Cloud Repair (If licensed)
    • Access to Parts Ordering
    • Approve Repair
    • Convert to Repair Order
    • Repair Preferences
  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the User Accounts page, select the user account you want to modify.
  3. Click the Permissions tab on the User Account page.
  4. Scroll down to the Products section and select the check box to next to the product feature you want to enable.
    • Clear the check box next to the product feature you want to disable.

  5. Click Done.

Mitchell Connect includes an activity log that tracks all user account permission changes to individual accounts. Only accounts with the Administrator user role can view the activity log.

  1. On the navigation pane in Mitchell Connect, click Settings.

  2. On the Settings page, click User Accounts.
  3. On the User Accounts page, select the user account you want to view.
  4. Click the Activity tab. You can view the account permissions changes for the account.

Reference

Name Description
Last Name First name of the user.
First Name Last name of the user.
Username The username used to log in to Mitchell Connect.
Permissions

The Permissions column shows:

  • Administrator: User has administrative privileges to manage user accounts, contact information, notifications, and other permissions.
  • User: User does not have administrative privileges.
Status

The Status column shows:

  • Active: The user can access Mitchell Connect.
  • Inactive: The user cannot access Mitchell Connect.
Click to the right of Show Inactive to view inactive users. Click to the left to view active users in the list.
Click to add a new user account.

User Account Basic Info Tab

Name Description
Basic Info

The Basic Info tab shows name, user name, password, phone, email, and licenses.

First Name/Last Name

The account owner name (required).

Username

The account name in Mitchell Connect (required).

Password

Click Change Password to modify the user account password.

Clicking Change Password makes this field editable.
Email The account owner email address.
Home Phone The account owner phone number.
Mobile The account owner mobile phone number.
License Number Estimating business license number.
License Number State State estimating business license is issued.

 

Permissions tab

Name Description
Permissions tab

Click the Permissions tab to access the settings for:

  • User management
  • Global settings
  • Product permissions
User Management This section includes the User Status and the User Role settings.

User Status

Click Active User to activate or Inactive User to deactivate a user account.

User Role

Click an option to change the user role.

  • Standard Account
  • Administrator
Standard Account The Standard Account role is required to modify access to features.
Administrator The Administrator role is required to manage other user accounts and associated permissions.
Global Settings Select the check box next to each setting to enable it. Clear the check box to disable the setting.
General Info The General Information setting allows account owners to modify the shop's general information.
Notification Settings The Notifications Settings allows account owners to change their Notification preferences for in-app notifications or email alerts.
User Accounts The User Accountssetting allows account owners to manage other user accounts.
View Assigned Tasks The View Assign Tasks setting allows account owners to view tasks assigned to other users.
Products

This section includes settings for the following products:

  • Mitchell Connect
  • Mitchell Diagnostics (if licensed)
  • TechAdvisor (if licensed)
  • Mitchell Cloud Repair (if licensed)
Mitchell Connect

Select the check box to enable access to the following product features:

  • Assign Tasks
  • Jobs page
  • Tasks page
  • View Others Work

Clear the check box to remove permissions.
Assign Tasks The Assign Tasks setting allows account owners to assign tasks to other people.
View Others Work

The View Others Work setting allows account owners to view jobs and tasks assigned to other people.
Mitchell Cloud Repair

Select the check box to enable access to the following product features:

  • Acess to Parts Ordering
  • Approve Repair
  • Convert to Repair Order
  • Repair Preferences

Clear the check box to remove permissions.
Approve Repair The Approve Repair setting allows shop managers to Verify Completed Repair Procedures in Repair QA. You must also select Repair Plan to grant access to Repair QA.
Repair Plan Click the Repair Plan check box to give shop technicians access to Repair QA.
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