Recording details of Asta Siteprogress Mobile users
You use the Site Progress Users dialog to record details of your Asta Siteprogress Mobile users. There are three types of Asta Siteprogress Mobile user:
- Administrator – one or more users who are able to use all of the Asta Siteprogress Mobile configuration functionality. Administrator users are able to configure Asta Siteprogress Mobile, create, edit and delete other users, record details of projects, associate users with their tasks in a project, and export and import project information to and from Asta Siteprogress Mobile. Administrator users can also be Mobile users if required.
If you use Asta Siteprogress Mobile to collect field evidence, Administrator users are able to set up your field evidence template, approve or reject field evidence information, and produce field evidence reports. - Publisher – one or more users who are able to record details of projects, associate users with their tasks in a project, and export and import project information to and from Asta Siteprogress Mobile. Publisher users can also be Mobile users if required. Publisher users cannot configure Asta Siteprogress Mobile or create, edit and delete other users.
- Mobile user – one or more users who use Asta Siteprogress Mobile to record and submit progress information using a mobile device.
If you use Asta Siteprogress Mobile to collect field evidence, Mobile users are able to collect and submit field evidence information on the tasks they carry out.
Note that the Asta Siteprogress Mobile users that you create are unrelated to 'users' in Asta Powerproject: you do not have to create corresponding user records in your projects.
- Click the Site Progress tab of the Backstage view.
- Click Log in and sign into Asta Siteprogress Mobile configuration using the window that appears.
- Click Users. The Site Progress Users dialog appears.
- Click Add to create a new user. A new row appears in the grid for you to enter details of the user.
- Enter a name with which to identify the user in the Username column.
If the Export using resource allocations rather than user codes check box on the Export tab of the Site Progress Settings dialog is cleared, a code library entry with the user's name is created within the Asta Powerproject project(s) within the 'ASP_Users' code library when you associate the user with their tasks in a project; if the 'ASP_Users' code library does not already exist, it is created automatically. - Select a colour with which to highlight the user on the Site Progress Chart Assignments dialog in the Colour column. Assigning a different colour to each user makes it easier to identify users when you associate them with their tasks within a project. This colour is also assigned to the user's code library entry in the Asta Powerproject project(s).
- Enter the user's email address in the Email column. This email address will be the user's user name when they sign into Asta Siteprogress Mobile and enables you to email them information on why progress they have recorded has been rejected.
If your organisation uses federation to enable users to sign in using their Microsoft Entra ID credentials, the email address you enter must belong to one of the domains you have specified on the Federation tab of the Site Progress Settings dialog. - Specify the user's role within Asta Siteprogress Mobile in the Role column.
- If you have not enabled federation, you must specify a password for each user: click Password. The Password dialog appears. Either enter a password directly into the Password field, or click Generate to generate a password automatically. Administrator users and Publisher users use this password to log in and configure Asta Siteprogress Mobile; Mobile users need to enter this password into Asta Siteprogress Mobile the first time they launch the app on a mobile device. Click OK to return to the Site Progress Users dialog.
If you have enabled federation, you do not need to specify a password for each user, so the Password button is not available. - Once you have created a user, you may like to email them the details that they will need to sign into Asta Siteprogress Mobile on their mobile device. They will need to know their user name - and their password, if you have not enabled federation. Select the user in the grid and click Copy Details to copy the user's sign in information to the Windows Clipboard, from where you can paste it into an email to send to the user.
- Click OK to return to the Site Progress tab of the Backstage view.
If you have already recorded details of the projects in which the user is involved, you can now associate the user with the tasks within the projects for which the user is responsible.
- Click the Site Progress tab of the Backstage view.
- Click Log in and sign into Asta Siteprogress Mobile configuration using the window that appears.
- Click Users. The Site Progress Users dialog appears.
- Locate the user that you want to edit and edit their details in the columns on the dialog.
- If you have not enabled federation and you want to change the user's password, click Password, use the dialog that appears to enter a new password for the user, then click OK to return to the Site Progress Users dialog. If you have enabled federation, you do not need to specify a password for each user, so the Password button is not available.
- Click OK to save your changes and return to the Site Progress tab of the Backstage view.
- Click the Site Progress tab of the Backstage view.
- Click Log in and sign into Asta Siteprogress Mobile configuration using the window that appears.
- Click Users. The Site Progress Users dialog appears.
- Select the user that you want to delete in the grid and click Delete.
- Click OK to delete the selected user and return to the Site Progress tab of the Backstage view.
Steps involved in setting up Asta Siteprogress Mobile
Associating Mobile users with their tasks within projects
Enabling users to sign in using their Microsoft Entra ID credentials