Wiki source code of Administration: User Creation

Version 15.1 by karimpirani on 2014/07/03 14:40
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1 What is User Creation?
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3 * User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
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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:
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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
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17 Use the following procedure for adding staff:
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19 ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
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21 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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23 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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25 [[image:staff admin 1.PNG||width="100%"]]
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28 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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32 3. Enter profile information for this staff person (all fields are required):
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34 3.1 First Name
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36 3.2 Last Name
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38 3.3 Email address
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40 3.4 Login name
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42 3.5 Login password
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45 [[image:staff admin 2.PNG||width="100%"]]
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49 4. Click the Save button to save this information.
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53 5. Double-click on the new staff entry in the staff list
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57 6. Assign this staff person a role
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59 6.1 Click on the appropriate role for this person in the "Available Roles" pane.
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61 6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
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63 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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67 [[image:staff admin 3.PNG||width="100%"]]
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71 7. Associate this user to your organization using the Placement tab.
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73 This allows you to match the user with the physical or functional area that is providing service to clients.
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75 For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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79 7.1 Click on the "+" icon to expand the organization hierarchy
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81 7.2 Click on the organization that this user is associated with
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83 7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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85 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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89 [[image:staff admin 4.PNG||width="100%"]]
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92 8. Associate this user with one or more tags using the Tags area.
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94 This allows you to connect this user with one or more tag/taxonomy items.
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96 For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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100 8.1 Click on the Tags tab to display this area.
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102 8.2 Click on the "+" icon to expand the tag hierarchy
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104 8.3 Click on the tag that this user is associated with
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106 8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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108 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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112 [[image:user creation - tagging.PNG||width="100%"]]
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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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119 [[image:staff admin 5.PNG||width="80%"]]
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122 10. Click on the Save button to save this information.