Last modified by dmarder on 2015/06/29 15:31
From version Icon 10.1 Icon
edited by karimpirani
on 2014/06/27 12:26
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To version Icon 16.1 Icon
edited by karimpirani
on 2014/07/03 14:52
Change comment: Upload new image use creation error fix.PNG

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1 +What is User Creation?
2 +
3 +* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
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1 1  Staff Administration allows you to create, record, and manage the following information about the members of your organization that will be using the system application:
2 2  
3 3  * Name
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9 9  * Organization assignment
10 10  * Taxonomy tag assignment
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14 14  Use the following procedure for adding staff:
15 15  
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64 64  [[image:staff admin 3.PNG||width="100%"]]
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69 69  7. Associate this user to your organization using the Placement tab.
70 70  
71 71  This allows you to match the user with the physical or functional area that is providing service to clients.
72 72  
73 -[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
75 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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91 91  
92 92  This allows you to connect this user with one or more tag/taxonomy items.
93 93  
94 -[[Click here for more details on administering your tags>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/tag-creation.html]].
96 +For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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110 -Image here
112 +[[image:user creation - tagging.PNG||width="100%"]]
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114 114  9. Finally, click on the "Active" check box in the Basic Information area to allow this user to log in and be visible for system functions.
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117 -[[image:staff admin 5.PNG||width="100%"]]
119 +[[image:staff admin 5.PNG||width="80%"]]
118 118  
119 119  
120 120  10. Click on the Save button to save this information.
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