Overview,
There are several ways to achieve it. The one we have always recommended when available, and we still recommend is: Each user has their own account on the computer (Think Windows account.) This makes it from our software's perspective to be multiple devices.
However, some situations call for a workstation, perhaps in a hospital or floor of a factory where MCe is the only, or the major application on the device, and many people share it. In this case some prefer to take advantage of our features geared at multiple users on one 'device'.
Best practices when sharing devices
- Use 1 operating system account per user; the rest below assume you have ignored 'this' advice.
- Use good quality pins (passwords) don't use easy to guess ones like 1234 1111 .. 9999, 9876 6789 etc.., Remember that our pins can be full, long, passwords, they are not restricted to 4 or 6 numeric digits. This also means you shouldn't use pins like 'Password1' or 'Passw0rd', 'qwerty' – the easy to guess passwords
- Make sure you log out when you are done every time.
- Ideally, close the browser after you are done (so it doesn't remember the database you were last in.
- Always use HTTPS (this will be the responsibility of your IT department). Note that in January 2017 we stopped supporting HTTP, and with Chrome 70 and later it is very difficult to do anything significant in HTTP.
- Be aware that the browser data is not secure even if it appears on the surface to be1, so physical restriction is mandatory. It also means if one user (and admin) has access to particularly sensitive data, then you once again need to heed our best security advice: Use 1 operating system account per user.
Restrictions
Don't share users within one account on Apple devices.
The first restriction may sound like we are being unkind, but we are being realistic: Do not do this with Apple products. Apple restricts your data use dramatically, and as we add more and more features you are likely to want to have more data local which is necessary for offline availability, but even when you are always online, gives you a performance boost, not having to wait for the data from the server (so called 'latency', common with all 'online' applications.)
But if you have multiple accounts, each account gets the same allocated memory, so your use of browser cache space doesn't restrict the 'other' users.
Now … if all you do is have a handful of work orders each, then no problem, Mac's and iOS devices can handle that fine.
Avoid multiple databases when running multiple users
We make things as fast as possible for normal use, the combination of multiple users and multiple databases on the same browser is just not efficient.
If you DO do this, make sure you use a windows device with lots of memory, and provide each user with a link on the desktop to each of their databases. Using the default UI we provide will be confusing at times – when you end up going into the database that the last person used last.
Footnotes
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1: Though it may appear, due to logging in, that the data is secure from other users, a knowledge individual will find it is not. When you bypass the recommendations, you are keeping separation based on convenience not based on true security. ↩