Question: I have to setup iMprove internally what steps should I follow?
Answer:
Before you are able to start using Mavim iMprove; there are a number of steps that need to be taken to setup your users and give them the appropriate access. This will require the use of the Mavim Connect Center (MCC) and also functionality found on the Dashboard of Mavim iMprove.
This Getting Started guide is meant for your Functional Administrator and does not need to be followed by every user. It is important that you; as an administrator; follow this guide closely an in the order shown in this documentation to ensure a smooth configuration for your environment.
Logging in to the MCC:
Open your web browser and navigate to the following address https://connectcenter.mavimcloud.com/
Click the Sign in button to log in to the MCC:
Enter your credentials to proceed.
Now select the iMprove tab:
This tab will show a message instructing you to activate your account.
Click the Activate button. This will enable your account so that you can continue with setting up all other accounts for your Mavim iMprove installation.
Once the activation is complete; switch to the Databases tab. You will see your database here.
Next to the database name is an edit button you will need to click.
This will show a new screen with two sections. Users and Administrators.
In both sections you will see your user account. The idea is that you click your user name to move it to the right of either the Users or Administrators section to define which role your user will have. In this case you will need to make yourself an administrator so that you have enough access rights to grant other users permissions within the iMprove database tree structure; which is covered at a later stage of this instruction.
Click your user account in the Administrators section so that your account name moves to the right hand section.
You now have access to the database via iMprove and are now ready to start inviting users and granting them access to the topics within the iMprove database tree structure. This also includes access to the so called Dashboard within iMprove. This will be covered shortly.
Inviting Users
Once you have successfully completed the previous steps; you can now start to invite the users in your company. This process is detailed in the following steps.
Make sure you are logged into the Mavim Connect Center (MCC).
Select the iMprove tab followed by the Users tab.
Click the Invite Users button.
In the email address field; enter the email address of the user you want to invite to the database and click the Save button.
This will send a link to the invited user. They will need to click this link to activate their account in iMprove. With the current implementation of the MCC; users can only be invited one by one.
Assigning Global Admin
Once you have gained Global Admin access you will be able to invite new users and give them the Global Admin role or even add/remove the Global Admin role for existing users by editing them.
Inviting new user as Global Admin
When you want to invite a new user to the Mavim iMprove environment; you can give them the Global Admin role during the invitation. This is done as follows:
From the Mavim Connect Center; navigate to the Mavim iMprove tab and then the Users tab:
Click the Invite Users button to show the following screen:
Enter the email address of the user you want to invite.
Now enable the Global Admin checkbox.
Click Save to invite the user.
Once the user receives the invite email and gains access; they will automatically be a Global Admin.
Giving an existing user the Global Admin role
If you are a Global Admin; you can give Global Admin access to another user as follows:
Open the Mavim Connect Center and navgiate to the Mavim iMprove > Users tab:
From the list of users; click the Edit button () next to the user you want to give Global Admin rights to.
Now on the Edit user screen; enable the Global Admin checkbox and click Save.
The user will now have Global Admin access rights.
Assign users to a database
Now that your users have been invited (we are assuming that all users have also activated their accounts); you will be able to assign users to the desired databases using the MCC.
Log in to the MCC and select the iMprove tab.
Switch to the Databases tab.
Next to the database you want to configure; click the Edit button ().
You should now see all of your invited users available in both the Users and Administrators section.
Click on the user accounts in the appropriate section to either assign them as Users or Administrators for the selected database.
Once this is complete; the configuration for the MCC is now complete. Further configuration is required in Mavim iMprove itself before users can start to interact with the databases.
As soon as the user has activated their account and they have been assigned to a database; they can navigate to the following URL to access Mavim iMprove:
https://improve.mavimcloud.com
Mavim iMprove Permissions
The last stage in getting started with Mavim iMprove is to assign the appropriate access permissions for each user. This is done within Mavim iMprove using Roles and Groups.
Roles are created to define the access permissions per topic within the Database. These roles are then assign to groups. Users are also assigned to groups. The combination of users and roles assigned to groups defines the access permissions within your iMprove database.
In the next sections we will cover the creation of Groups and Roles.
Setting up Roles
Roles are used to create a set of permissions per topic. It is advised to first create your roles as they are added to groups later in the process. In this case we are going to create a single role which will give every user at least View access rights to the database.
Log in to the iMprove.
In the top right corner; click the cog icon and select Dashboard from the Admin Settings section.
You will see three tabs: Users; Groups and Roles.
Select the Roles tab.
Now click Go to roles.
Click the Create role button.
Give the Role the desired name and a description and click Save Role.
The Open tree button now becomes available. Click it to show the tree structure of your database.
Enable the checkbox next to the top most item in the tree view:
Now in the Role permissions section on the right side of the screen; select the View all option for this topic and click the Done button.
The role has now been created and will be used to allow users to see the information in the database. Once this base role has been created; you will be able to expand your permissions by adding more roles and groups to achieve the required level of access for each user.
NOTE: This permission will be inherited by all sub-topics under it and will only allow users to view the information; not edit data. This will require another role. Alternatively you could select to use the Edit all for the top level topic and then reduce permission with other roles.
Setting up Groups
Groups are used to create a collection of users and appropriate roles to create permissions. You can create a group as follows:
Log in to the iMprove.
In the top right corner; click the cog icon and select Dashboard from the Admin Settings section.
You will see three tabs: Users; Groups and Roles.
Select the Groups tab.
Click the Go to groups button.
Now click the Create group button.
Give the group an appropriate name and description and click the Save Group button.
You will now see drop-down menus for both Role and Users.
Select the drop-down menu for Role and select the role you created previously.
Now from the drop-down menu for Users; select each user you would like to make a member of this group.
Once all selection have been made; click the Done button.
Permissions have now been set so that users will be able to see data in the database.
Important Note Regarding Mavim Manager Permissions
It is very important to realize that Mavim Manager is still used in conjunction with Mavim iMprove to affect the same database. For this reason; some security measures must be taken into account when working with both Mavim Manager and Mavim iMprove on the same database.
iMprove Users Group:
When a user accesses data from a Mavim database using Mavim iMprove; a user group will automatically be created in the database called Improve Users. Any user that accesses the database for the first time using Mavim iMprove will automatically be added to this group.
Using Permissions in Mavim Manager:
The most important thing to remember is that if any permissions have been set on a topic in Mavim Manager; the Improve Users group must also be given Edit access on the topic to ensure that access can still be gained using Mavim iMprove.
The security configured in Mavim iMprove is added on top of the security configured in Mavim Manager.