Last modified by dmarder on 2015/06/29 15:31
From version Icon 12.1 Icon
edited by karimpirani
on 2014/06/27 14:38
Change comment: Upload new image user creation - tagging.PNG
To version Icon 18.1 Icon
edited by karimpirani
on 2014/07/03 15:12
Change comment: There is no comment for this version

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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 -
20 20  Use the following procedure for adding staff:
21 21  
22 -~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
18 +~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Staff..." option. This will display the screen shown below.
23 23  
24 -1.1 Just to the right of the sidebar is a staff list with the standard selection buttons and filtering capabilities.
20 +1.1 On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.
25 25  
26 26  1.2 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.
27 27  
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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]].
74 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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81 81  
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]].
95 +For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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103 103  
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113 113  
114 114  
115 115  
116 -Image here
111 +[[image:user creation - tagging.PNG||width="100%"]]
117 117  
118 118  
119 119  
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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.
121 121  
122 122  
123 -[[image:staff admin 5.PNG||width="100%"]]
118 +[[image:use creation error fix.PNG]]
124 124  
125 125  
126 126  10. Click on the Save button to save this information.
Icon use creation error fix.PNG
Author
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1 +XWiki.karimpirani
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1 +171.8 KB
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