Mobile Application Users

The Personify Mobile application allows four different types of users to access the application after they download it from the App Store:

· Staff: The user type “Staff” refers to users defined on the User Maintenance (PSM001) screen in the Personify. From the User Maintenance screen, you can link a staff user to a customer, which must have an active e-Business login account. Staff users are defaulted with the highest level of accessibility of the mobile application allowing them to access all screens and view/modify all data displayed on the screens, including viewing and editing a user’s contact information. For more information on creating a staff user, please see Defining Personify Users.

By default, all staff users have the rights to edit customer information in the directory. If you want to restrict access, you must create an access point. For more information, please see Configuring Access Points for Staff Users.

· Members: The user type “Members” refers to those customers in your Personify database that have an active e-Business login account and currently have a membership status of “Active” or “Graced,” regardless of the membership type or product. This user type defaults with the ability to view all modules enabled by your organization as well as the ability to view the primary contact information for any customer profile published in the directory. By default, member users can see all public modules, but they must be logged in to view private modules.

TMA Resources recommends running the MBR900 process often when using the Personify Mobile application so the member status of users is as up-to-date as possible.

· Authenticated Non-Members: As compared to the user type “Members,” “Authenticated Non-Members” refer to users that have an active e-Business login account, but do not currently hold an active or grace membership. They may have had one at an earlier time (and either cancelled it or did not renew it) or never purchased a membership but have accessed your e-Business site and created an account when doing so. These users are defaulted with all the same viewing rights as “Members”, but will not see member-only products. By default, Authenticated Non-Member users can see all public modules, but they must be logged in to view private modules.

· Unauthenticated Users: Finally, the Personify Mobile application recognizes the user type of “Unauthenticated Users.” All mobile users who have NOT logged in are considered unauthenticated. This user type also consists of users that do not have an active e-Business login account, regardless of their membership status. This user type also allows users to browse certain aspects of the mobile application without actually logging in, such as browsing the inventoried product list or association information based on the security settings you select. Unauthenticated users are only able to see modules your organization configures as public. Since they have not logged in, unauthenticated users are not able to see any private modules.

The security settings for the mobile application are based on the user type each user fits into. This means your organization can configure the mobile application to allow only certain users to access specific screens as well as access, view, or modify specific data within those screens. For example, you can configure your mobile application to only allow staff members to view the list of attendees for an event, but still allow members or users to register for the event.

For information on configuring user access to screens, please refer to Configuring your Mobile Home Page.