Last modified by dmarder on 2015/06/29 15:31
From version Icon 15.1 Icon
edited by karimpirani
on 2014/07/03 14:40
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To version Icon 13.1 Icon
edited by karimpirani
on 2014/06/27 14:41
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Summary

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1 1  What is User Creation?
2 2  
3 -* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
3 +* User Creation allows you to create access information for specific users - name, user name, email address, password
4 4  
5 5  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:
6 6  
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13 13  * Organization assignment
14 14  * Taxonomy tag assignment
15 15  
16 +
16 16  
17 17  Use the following procedure for adding staff:
18 18  
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67 67  [[image:staff admin 3.PNG||width="100%"]]
68 68  
69 69  
71 +
70 70  
71 71  7. Associate this user to your organization using the Placement tab.
72 72  
73 73  This allows you to match the user with the physical or functional area that is providing service to clients.
74 74  
75 -For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
77 +[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
76 76  
77 77  
78 78  
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93 93  
94 94  This allows you to connect this user with one or more tag/taxonomy items.
95 95  
96 -For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
98 +[[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]].
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98 98  
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116 116  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.
117 117  
118 118  
119 -[[image:staff admin 5.PNG||width="80%"]]
121 +[[image:staff admin 5.PNG||width="100%"]]
120 120  
121 121  
122 122  10. Click on the Save button to save this information.