Last modified by dmarder on 2015/06/29 15:31
From version Icon 18.1 Icon
edited by karimpirani
on 2014/07/03 15:12
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To version Icon 14.1 Icon
edited by sghareeb
on 2014/07/03 14:05
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1 -XWiki.karimpirani
1 +XWiki.sghareeb
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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 +
17 +
16 16  Use the following procedure for adding staff:
17 17  
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.
20 +~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
19 19  
20 -1.1 On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.
22 +1.1 Just to the right of the sidebar is a staff list with the standard selection buttons and filtering capabilities.
21 21  
22 22  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.
23 23  
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66 66  [[image:staff admin 3.PNG||width="100%"]]
67 67  
68 68  
71 +
69 69  
70 70  7. Associate this user to your organization using the Placement tab.
71 71  
72 72  This allows you to match the user with the physical or functional area that is providing service to clients.
73 73  
74 -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]].
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76 76  
77 77  
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92 92  
93 93  This allows you to connect this user with one or more tag/taxonomy items.
94 94  
95 -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]].
96 96  
97 97  
98 98  
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115 115  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.
116 116  
117 117  
118 -[[image:use creation error fix.PNG]]
121 +[[image:staff admin 5.PNG||width="80%"]]
119 119  
120 120  
121 121  10. Click on the Save button to save this information.
Icon use creation error fix.PNG
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1 -XWiki.karimpirani
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1 -171.8 KB
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