Wiki source code of Administration: User Creation

Version 1.1 by sghareeb on 2014/06/13 17:25
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sghareeb 1.1 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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3 * Name
4 * SMR Login name
5 * SMR login password
6 * Email address
7 * Active/inactive status
8 * Role assignment
9 * Organization assignment
10 * Taxonomy tag assignment
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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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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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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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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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34 3. Enter profile information for this staff person (all fields are required):
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36 3.1 First Name
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38 3.2 Last Name
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40 3.3 Email address
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42 3.4 Login name
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44 3.5 Login password
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50 4. Click the Save button to save this information.
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54 5. Double-click on the new staff entry in the staff list
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58 6. Assign this staff person a role
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60 6.1 Click on the appropriate role for this person in the "Available Roles" pane.
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62 6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
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64 6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
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70 7. Associate this user to your organization using the Placement tab.
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72 This allows you to match the user with the physical or functional area that is providing service to clients.
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74 [[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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78 7.1 Click on the "+" icon to expand the organization hierarchy
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80 7.2 Click on the organization that this user is associated with
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82 7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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84 7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
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90 8. Associate this user with one or more tags using the Tags area.
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92 This allows you to connect this user with one or more tag/taxonomy items.
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94 [[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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98 8.1 Click on the Tags tab to display this area.
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100 8.2 Click on the "+" icon to expand the tag hierarchy
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102 8.3 Click on the tag that this user is associated with
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104 8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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106 8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
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110 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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112 10. Click on the Save button to save this information.