Last modified by dmarder on 2015/06/29 15:31
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edited by karimpirani
on 2014/06/20 12:44
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To version Icon 15.1 Icon
edited by karimpirani
on 2014/07/03 14:40
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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:
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.
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 +
3 3  * Name
4 -* SMR Login name
5 -* SMR login password
8 +* system Login name
9 +* system Login password
6 6  * Email address
7 7  * Active/inactive status
8 8  * Role assignment
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9 9  * Organization assignment
10 10  * Taxonomy tag assignment
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12 -
13 13  
14 -
15 -
16 16  Use the following procedure for adding staff:
17 17  
18 18  ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
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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.
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24 -
25 +[[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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46 46  
47 - Image here
45 +[[image:staff admin 2.PNG||width="100%"]]
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68 68  
69 - Image here
67 +[[image:staff admin 3.PNG||width="100%"]]
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72 -
73 73  
74 74  7. Associate this user to your organization using the Placement tab.
75 75  
76 76  This allows you to match the user with the physical or functional area that is providing service to clients.
77 77  
78 -[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
75 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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92 - Image here
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89 +[[image:staff admin 4.PNG||width="100%"]]
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95 95  
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.
99 99  
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]].
96 +For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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116 - Image here
112 +[[image:user creation - tagging.PNG||width="100%"]]
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119 119  
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.
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.
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122 122  
123 - Image here
119 +[[image:staff admin 5.PNG||width="80%"]]
124 124  
125 125  
126 126  10. Click on the Save button to save this information.
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1 +XWiki.karimpirani
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