Last modified by dmarder on 2015/06/29 15:31
From version Icon 21.1 Icon
edited by karimpirani
on 2014/07/07 21:02
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To version Icon 5.1 Icon
edited by karimpirani
on 2014/06/20 12:44
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Summary

Details

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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
15 15  
16 -Use the following procedure for adding staff:
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17 17  
18 -~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Staff..." option.
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20 -[[image:user creation 1.PNG]]
16 +Use the following procedure for adding staff:
21 21  
18 +~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
22 22  
23 -1.1 This will display the screen shown below. On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.
20 +1.1 Just to the right of the sidebar is a staff list with the standard selection buttons and filtering capabilities.
24 24  
25 25  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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27 -[[image:staff admin 1.PNG||width="100%"]]
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26 + Image here
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28 +
29 +
30 30  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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44 44  3.5 Login password
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47 -[[image:staff admin 2.PNG||width="100%"]]
47 + Image here
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69 -[[image:staff admin 3.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
69 + Image here
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72 +
73 +
72 72  7. Associate this user to your organization using the Placement tab.
73 73  
74 74  This allows you to match the user with the physical or functional area that is providing service to clients.
75 75  
76 -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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90 -[[image:staff admin 4.PNG||width="100%"]]
92 + Image here
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92 92  
93 93  8. Associate this user with one or more tags using the Tags area.
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94 94  
95 95  This allows you to connect this user with one or more tag/taxonomy items.
96 96  
97 -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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113 -[[image:user creation - tagging.PNG||width="100%"]]
116 + Image here
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117 -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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119 119  
120 -[[image:use creation error fix.PNG]]
123 + Image here
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122 122  
123 123  10. Click on the Save button to save this information.
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