Last modified by dmarder on 2015/06/29 15:31
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edited by karimpirani
on 2014/06/27 12:26
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To version Icon 16.2 Icon
edited by karimpirani
on 2014/07/03 14:52
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Summary

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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.
4 +
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
11 11  
12 -
13 -
14 14  Use the following procedure for adding staff:
15 15  
16 16  ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
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64 64  [[image:staff admin 3.PNG||width="100%"]]
65 65  
66 66  
67 -
68 68  
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]].
74 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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75 75  
76 76  
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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]].
95 +For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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96 96  
97 97  
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107 107  
108 108  
109 109  
110 -Image here
111 +[[image:user creation - tagging.PNG||width="100%"]]
111 111  
112 112  
113 113  
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:use creation error fix.PNG]]
116 116  
117 -[[image:staff admin 5.PNG||width="100%"]]
118 118  
119 -
120 120  10. Click on the Save button to save this information.
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