The getting started section provides a series of quick tours to learn how to use the Spider Business Center. They are laid out in a specific order to increase efficiency for administrator.
Use this workflow to learn how to use and administrate the SBC.
For security reasons it is recommended to change the default Master administrator User name and Password after starting SBC for the first time and to add a valid E-mail address.
It is very important that the new login details are kept in a safe place. If you forget the Master administrator user name and password and you failed to enter a valid E-mail address you must contact your Leica support representative.
Failed logins: After 10 consecutive failed login attempts users will be blocked for 30 minutes to login into the system. For Administrator it will be 1 minute (floating). Administrators can unblock the users from Individuals page by clicking on icon.
Follow these steps to access SBC for the first time and change the default Master administrator details.
| Step | Description |
|---|---|
| 1 | When accessing SBC for the first time the default administrator user account must be used. |
| 2 | Log in using the user name (Admin) and password (Admin). Make sure the correct capital and lower case letters are used. |
| 3 | Go to Users. |
| 4 | Select the default user (User name = Admin) and press Edit. |
| 5 | Enter the new Master administrator details. Make sure the entered E-mail address is valid. |
| 6 | Press Save or Save & Close to store all changes in the SBC database. |
The SBC customization allows you to set general SBC properties used to access and reference your SBC installation, to enable E-mail communication and load the terms of use and privacy documentation.
It is recommended to configure a Frontend URL. Make sure that the URL is registered, publicly available and correctly mapped to your IP address.
| Step | Description |
|---|---|
| 1 | Log in as Administrator. |
| 2 | Go to Settings - System. |
| 3 | Select the General tab and enter your Agency (or Network) name. |
| 4 | Select the Notifications tab and enter the Outgoing E-mail server, SMTP port and E-mail address of sender.
If so required by your E-mail service provider please also enter a user name and a password. |
| 5 | Press Send test E-mail to validate your settings. |
| 6 | Select the Documents tab to upload a Privacy Notice and Terms of Use. Supported document format is PDF. |
| 7 | Select the Maps tab to define a home base location. The configured area of detail is used to initialize all map views in SBC. |
| 8 | Select the Infrastructure tab and enter the Frontend URL. |
| 9 | Press Save or Save & Close to store your entries.
|
SBC offers the possibility to modify the user registration form. This allows you to request specific customer information with each registration.
| Step | Description |
|---|---|
| 1 | Log in as Administrator. |
| 2 | Go to Settings - Signup. |
| 3 | Press the Add field ( sign). |
| 4 | Enter the field Label as it should appear in the registration form. |
| 5 | Enter a Tooltip text explaining the required input to the user. |
| 6 | Enter the Maximum field length (= number of characters) that shall be supported for the entry. |
| 7 | Select the Status as Published, if the new entry should be shown in the user registration form. Else, the field will only appear to the administrator when viewing account details or editing a user account. When editing a user account the administrator can then enter and save information related to the user account, that cannot be seen by the user themselves. |
| 8 | Enable the check box Multiline field, to support multiple line functionality in the user registration form. |
| 9 | Enable the check box Mandatory field if the user shall be required to provide this information with his registration. The registration form cannot be completed without this field. |
| 10 | Press Save or Save & Close to confirm new entry. |
When new users register to SBC their status will be shown as Pending. Their status will automatically change to Active, when they execute the activation link sent with the registration confirmation E-mail.
No action is required from the administrator to set the status to Active. However it is also possible that the administrator changes the status to Active if required.
| Step | Description |
|---|---|
| 1 | Go to SBC Login page. |
| 2 | Select Sign Up from the menu and fill out the registration form. Click Sign Up button to complete the registration. The user is now already listed in the SBC Users grid view. The status is set to Pending. |
| 3 | Check for the incoming E-mail sent from SBC to the E-mail address of the newly registered user. This E-mail includes the registration confirmation and the activation link. |
| 4 | Open the E-mail and select the registration activation link, to activate the registration. Both, the user and all administrators, receive an E-mail notification about the activation of the registration. The user status is now automatically set to Active. |
| 5 | Login to SBC using the newly created user account and check the Profile. You can use the Contact form to verify contacting the administrators. |
A user account never expires and thus remains active forever. To disable access to SBC and all related services and products for a particular user, you can either delete the complete user account or change its status to Inactive. In the latter case you keep all the current user account information for later re-use or re-activation.
| Step | Description |
|---|---|
| 1 | Login in as an administrator. |
| 2 | Go to Users - Individuals. |
| 3 | Click on Edit icon of the user you want to edit. |
| 4 | In the Details tab change the status from Active to Inactive. |
| 5 | Press Save or Save & Close to confirm new changes. Notice in the Individuals data list, that the status icon has changed to Inactive. |
Follow these steps to create a new user group.
Grouping of users allow you to manage multiple accounts for a single organisation or combine user accounts that will have equivalent product needs. An administrator can manage subscriptions for groups to optimise the administration efforts.
| Step | Description |
|---|---|
| 1 | Login in as an administrator. |
| 2 | Go to Users - Groups. |
| 3 | Press Add group ( sign). |
| 4 | Enter the Group name and Description. |
| 5 | Select one or more users to assign to the group by using the Select users ( sign) button. |
| 6 | Press Save or Save & Close to confirm the new user group. |
| 7 | The new user group will appear in the Groups grid table. |
Follow these steps to create an article.
| Step | Description |
|---|---|
| 1 | Login in as an administrator. |
| 2 | Go to Service Data - Articles. |
| 3 | Press Add article ( sign). |
| 4 | Fill in all the details. |
| 5 | Assign products to the article by clicking Select Products ( sign). From the Select Products dialog, select one or more products and click on Close. |
| 7 | Press Save or Save & Close to confirm the article configuration. |
Follow these steps to request and activate a subscription.
| Step | Description |
|---|---|
| 1 | See User Sign Up and status of this workflow exercise |
| 2 | Go to Shop. |
| 3 | Click on Add to cart icon to add one or more article to your shopping cart. |
| 4 | Click on the shopping cart from the menu to proceed to Checkout. |
| 5 | Follow the steps in the wizard to complete checkout. |
| 6 | Check for confirmation and notification E-mails sent to the user and administrators respectively. |
| Step | Description |
|---|---|
| 1 | Login in as an administrator. |
| 2 | Go to Users - Individuals. |
| 3 | Select the User that has requested for activation of a subscription. |
| 4 | Select the Edit button and go to the Subscriptions tab. |
| 5 | Click on Activate for the subscription. |
| 6 | Press Save or Save & Close to confirm the changes. |
| Step | Description |
|---|---|
| 1 | Login in as an administrator. |
| 2 | Go to Settings - Regions. |
| 3 | Press Add region ( sign). |
| 4 | Enter a Region name and an optional Description. |
| 5 | Region can be defined by importing from a KML file or can be drawn on the map directly using the in-built tools available within the map area. |
| 6 | Press Save or Save & Close to confirm. |
| 7 | The new region is now listed in the Regions grid table. |
| 8 | To assign the region follow the steps below. |
| Step | Description |
|---|---|
| 1 | Login in as an administrator. |
| 2 | Go to Service Data - Articles. |
| 3 | Click on the edit icon of the desired article to edit |
| 4 | From the Regional restriction list box, select the created region. |
| 5 | Press Save or Save & Close to confirm the changes. |
The Save & Subscribe functionality is introduced in order to provide a way to allow the creation of subscriptions directly from user’s details pages.
Clicking this button triggers two actions. First it stores all user properties to database same as it happens when pressing Save. Secondly the Add Subscription page opens predefined with the selected user same as happens on the user’s overview once a particular user is selected and operator presses the Add New Subscription icon on the very right.
Using this functionality User creation/modification and subscribing to an article is possible in one go. Save & Subscribe button is available on all user details pages.