Wiki source code of Administration: User Creation

Version 12.1 by karimpirani on 2014/06/27 14:38
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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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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 * system Login name
11 * system Login password
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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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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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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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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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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116 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.
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123 [[image:staff admin 5.PNG||width="100%"]]
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126 10. Click on the Save button to save this information.