Wiki source code of Administration: User Creation

Version 11.1 by karimpirani on 2014/06/27 12:27

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	2	What is User Creation?
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	4	* User Creation allows you to create access information for specific users - name, user name, email address, password
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10.1	7	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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	9	* Name
10.1	10	* system Login name
	11	* system Login password
1.1	12	* Email address
	13	* Active/inactive status
	14	* Role assignment
	15	* Organization assignment
	16	* Taxonomy tag assignment
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	20	Use the following procedure for adding staff:
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	22	~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
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	24	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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	26	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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9.1	28	[[image:staff admin 1.PNG\|\|width="100%"]]
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	31	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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	35	3. Enter profile information for this staff person (all fields are required):
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	37	3.1 First Name
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	39	3.2 Last Name
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	41	3.3 Email address
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	43	3.4 Login name
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	45	3.5 Login password
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9.1	48	[[image:staff admin 2.PNG\|\|width="100%"]]
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	52	4. Click the Save button to save this information.
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	56	5. Double-click on the new staff entry in the staff list
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	60	6. Assign this staff person a role
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	62	6.1 Click on the appropriate role for this person in the "Available Roles" pane.
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	64	6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
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	66	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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9.1	70	[[image:staff admin 3.PNG\|\|width="100%"]]
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	75	7. Associate this user to your organization using the Placement tab.
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	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	[[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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	83	7.1 Click on the "+" icon to expand the organization hierarchy
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	85	7.2 Click on the organization that this user is associated with
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	87	7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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	89	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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9.1	93	[[image:staff admin 4.PNG\|\|width="100%"]]
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	96	8. Associate this user with one or more tags using the Tags area.
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	98	This allows you to connect this user with one or more tag/taxonomy items.
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	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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	104	8.1 Click on the Tags tab to display this area.
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	106	8.2 Click on the "+" icon to expand the tag hierarchy
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	108	8.3 Click on the tag that this user is associated with
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	110	8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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	112	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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10.1	116	Image here
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10.1	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.
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9.1	123	[[image:staff admin 5.PNG\|\|width="100%"]]
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1.1	126	10. Click on the Save button to save this information.