Last modified by dmarder on 2015/06/29 15:31
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edited by karimpirani
on 2014/07/03 14:40
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To version Icon 4.1 Icon
edited by karimpirani
on 2014/06/20 12:43
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Summary

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1 -What is User Creation?
1 +Staff Administration allows you to create, record, and manage the following information about the members of your organization that will be using the SMR application:
2 2  
3 -* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
4 -
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 -
7 7  * Name
8 -* system Login name
9 -* system Login password
4 +* SMR Login name
5 +* SMR login password
10 10  * Email address
11 11  * Active/inactive status
12 12  * Role assignment
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13 13  * Organization assignment
14 14  * Taxonomy tag assignment
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12 +
16 16  
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15 +
17 17  Use the following procedure for adding staff:
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19 19  ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
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22 22  
23 23  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.
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25 -[[image:staff admin 1.PNG||width="100%"]]
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26 + Image here
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28 +
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28 28  2. To add a new staff, click the Add icon above the staff list area. The system will display a new staff member data entry area.
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42 42  3.5 Login password
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45 -[[image:staff admin 2.PNG||width="100%"]]
47 + Image here
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67 -[[image:staff admin 3.PNG||width="100%"]]
69 + Image here
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70 70  
71 71  7. Associate this user to your organization using the Placement tab.
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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]].
78 +[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
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89 -[[image:staff admin 4.PNG||width="100%"]]
92 + Image here
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91 91  
92 92  8. Associate this user with one or more tags using the Tags area.
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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]].
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]].
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112 -[[image:user creation - tagging.PNG||width="100%"]]
116 + Image here
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115 115  
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.
120 +9. Finally, click on the "Active" checkbox in the Basic Information area to allow this user to log in and be visible for SMR functions.
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118 118  
119 -[[image:staff admin 5.PNG||width="80%"]]
123 + Image here
120 120  
121 121  
122 122  10. Click on the Save button to save this information.
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