Wiki source code of Administration: User Creation

Version 14.1 by sghareeb on 2014/07/03 14:05
Show last authors
1 What is User Creation?
2
3 * User Creation allows you to create access information for specific users - name, user name, email address, password
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
7 * Name
8 * system Login name
9 * system Login password
10 * Email address
11 * Active/inactive status
12 * Role assignment
13 * Organization assignment
14 * Taxonomy tag assignment
15
16
17
18 Use the following procedure for adding staff:
19
20 ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
21
22 1.1 Just to the right of the sidebar is a staff list with the standard selection buttons and filtering capabilities.
23
24 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.
25
26 [[image:staff admin 1.PNG||width="100%"]]
27
28
29 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.
30
31
32
33 3. Enter profile information for this staff person (all fields are required):
34
35 3.1 First Name
36
37 3.2 Last Name
38
39 3.3 Email address
40
41 3.4 Login name
42
43 3.5 Login password
44
45
46 [[image:staff admin 2.PNG||width="100%"]]
47
48
49
50 4. Click the Save button to save this information.
51
52
53
54 5. Double-click on the new staff entry in the staff list
55
56
57
58 6. Assign this staff person a role
59
60 6.1 Click on the appropriate role for this person in the "Available Roles" pane.
61
62 6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
63
64 6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
65
66
67
68 [[image:staff admin 3.PNG||width="100%"]]
69
70
71
72
73 7. Associate this user to your organization using the Placement tab.
74
75 This allows you to match the user with the physical or functional area that is providing service to clients.
76
77 [[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
78
79
80
81 7.1 Click on the "+" icon to expand the organization hierarchy
82
83 7.2 Click on the organization that this user is associated with
84
85 7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
86
87 7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
88
89
90
91 [[image:staff admin 4.PNG||width="100%"]]
92
93
94 8. Associate this user with one or more tags using the Tags area.
95
96 This allows you to connect this user with one or more tag/taxonomy items.
97
98 [[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]].
99
100
101
102 8.1 Click on the Tags tab to display this area.
103
104 8.2 Click on the "+" icon to expand the tag hierarchy
105
106 8.3 Click on the tag that this user is associated with
107
108 8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
109
110 8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
111
112
113
114 [[image:user creation - tagging.PNG||width="100%"]]
115
116
117
118 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
120
121 [[image:staff admin 5.PNG||width="80%"]]
122
123
124 10. Click on the Save button to save this information.