Last modified by dmarder on 2015/06/29 15:31
From version Icon 23.2
edited by dmarder
on 2015/06/29 15:31
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To version Icon 8.1 Icon
edited by karimpirani
on 2014/06/20 12:45
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1 -XWiki.dmarder
1 +XWiki.karimpirani
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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:
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2 -{{video url="http://youtu.be/5zTVOQRxK8c " width="800" height="600"/}}
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4 -(% style="font-size: 14px;" %)What is User Creation?
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6 -* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
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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:
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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
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16 16  * Organization assignment
17 17  * Taxonomy tag assignment
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19 -Use the following procedure for adding staff:
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21 -~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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23 -[[image:user creation 1.PNG]]
16 +Use the following procedure for adding staff:
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18 +~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
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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.
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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.
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30 -[[image:staff admin 1.PNG||width="100%"]]
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26 +[[image:staff admin 1.PNG]]
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33 33  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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47 47  3.5 Login password
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50 -[[image:staff admin 2.PNG||width="100%"]]
46 +[[image:staff admin 2.PNG]]
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72 -[[image:staff admin 3.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
68 +[[image:staff admin 3.PNG]]
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72 +
75 75  7. Associate this user to your organization using the Placement tab.
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77 77  This allows you to match the user with the physical or functional area that is providing service to clients.
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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]].
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93 -[[image:staff admin 4.PNG||width="100%"]]
91 +[[image:staff admin 4.PNG]]
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96 96  8. Associate this user with one or more tags using the Tags area.
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97 97  
98 98  This allows you to connect this user with one or more tag/taxonomy items.
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100 -For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
99 +[[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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116 -[[image:user creation - tagging.PNG||width="100%"]]
115 + Image here
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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.
119 +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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123 -[[image:use creation error fix.PNG]]
122 +[[image:staff admin 5.PNG]]
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125 125  
126 126  10. Click on the Save button to save this information.
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