Last modified by dmarder on 2015/06/29 15:31
From version Icon 11.1 Icon
edited by karimpirani
on 2014/06/27 12:27
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To version Icon 15.1 Icon
edited by karimpirani
on 2014/07/03 14:40
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Summary

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1 -
2 2  What is User Creation?
3 3  
4 -* User Creation allows you to create access information for specific users - name, user name, email address, password
3 +* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
5 5  
6 -
7 7  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:
8 8  
9 9  * Name
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15 15  * Organization assignment
16 16  * Taxonomy tag assignment
17 17  
18 -
19 19  
20 20  Use the following procedure for adding staff:
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70 70  [[image:staff admin 3.PNG||width="100%"]]
71 71  
72 72  
73 -
74 74  
75 75  7. Associate this user to your organization using the Placement tab.
76 76  
77 77  This allows you to match the user with the physical or functional area that is providing service to clients.
78 78  
79 -[[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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82 82  
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97 97  
98 98  This allows you to connect this user with one or more tag/taxonomy items.
99 99  
100 -[[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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113 113  
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115 115  
116 -Image here
112 +[[image:user creation - tagging.PNG||width="100%"]]
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120 120  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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122 122  
123 -[[image:staff admin 5.PNG||width="100%"]]
119 +[[image:staff admin 5.PNG||width="80%"]]
124 124  
125 125  
126 126  10. Click on the Save button to save this information.
Icon user creation - tagging.PNG
Author
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1 +XWiki.karimpirani
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