Last modified by dmarder on 2015/06/29 15:31
From version Icon 22.1 Icon
edited by Davide Bonicelli
on 2015/03/19 10:15
Change comment: There is no comment for this version
To version Icon 9.1 Icon
edited by karimpirani
on 2014/06/20 13:20
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Author
... ... @@ -1,1 +1,1 @@
1 -XWiki.dbonicelli
1 +XWiki.karimpirani
Content
... ... @@ -1,15 +1,8 @@
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:
1 1  
2 -{{video url="http://youtu.be/5zTVOQRxK8c "/}}
3 -
4 -(% style="font-size: 14px;" %)What is User Creation?
5 -
6 -* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
7 -
8 -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:
9 -
10 10  * Name
11 -* system Login name
12 -* system Login password
4 +* SMR Login name
5 +* SMR login password
13 13  * Email address
14 14  * Active/inactive status
15 15  * Role assignment
... ... @@ -16,17 +16,20 @@
16 16  * Organization assignment
17 17  * Taxonomy tag assignment
18 18  
19 -Use the following procedure for adding staff:
12 +
20 20  
21 -~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Staff..." option.
14 +
22 22  
23 -[[image:user creation 1.PNG]]
16 +Use the following procedure for adding staff:
24 24  
18 +~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
25 25  
26 -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.
27 27  
28 28  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.
29 29  
24 +
25 +
30 30  [[image:staff admin 1.PNG||width="100%"]]
31 31  
32 32  
... ... @@ -69,14 +69,16 @@
69 69  
70 70  
71 71  
72 -[[image:staff admin 3.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
68 +[[image:staff admin 3.PNG||width="100%"]]
73 73  
74 74  
71 +
72 +
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 -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]].
80 80  
81 81  
82 82  
... ... @@ -97,7 +97,7 @@
97 97  
98 98  This allows you to connect this user with one or more tag/taxonomy items.
99 99  
100 -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]].
101 101  
102 102  
103 103  
... ... @@ -113,14 +113,14 @@
113 113  
114 114  
115 115  
116 -[[image:user creation - tagging.PNG||width="100%"]]
114 + Image here
117 117  
118 118  
119 119  
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.
118 +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.
121 121  
122 122  
123 -[[image:use creation error fix.PNG]]
121 +[[image:staff admin 5.PNG||width="100%"]]
124 124  
125 125  
126 126  10. Click on the Save button to save this information.
Icon use creation error fix.PNG
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.karimpirani
Size
... ... @@ -1,1 +1,0 @@
1 -171.8 KB
Content Icon
Icon user creation - tagging.PNG
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.karimpirani
Size
... ... @@ -1,1 +1,0 @@
1 -31.6 KB
Content Icon
Icon user creation 1.PNG
Author
... ... @@ -1,1 +1,0 @@
1 -XWiki.karimpirani
Size
... ... @@ -1,1 +1,0 @@
1 -78.7 KB
Content Icon