Wiki source code of Administration: User Creation

Version 19.1 by karimpirani on 2014/07/03 15:17
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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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16 Use the following procedure for adding staff:
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18 ~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Staff..." option. This will display the screen shown below.
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20 1.1 On the left pane, there 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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24 [[image:staff admin 1.PNG||width="100%"]]
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27 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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31 3. Enter profile information for this staff person (all fields are required):
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33 3.1 First Name
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35 3.2 Last Name
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37 3.3 Email address
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39 3.4 Login name
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41 3.5 Login password
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44 [[image:staff admin 2.PNG||width="100%"]]
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48 4. Click the Save button to save this information.
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52 5. Double-click on the new staff entry in the staff list
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56 6. Assign this staff person a role
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58 6.1 Click on the appropriate role for this person in the "Available Roles" pane.
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60 6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
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62 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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66 [[image:staff admin 3.PNG||width="100%"]]
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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 For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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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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88 [[image:staff admin 4.PNG||width="100%"]]
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91 8. Associate this user with one or more tags using the Tags area.
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93 This allows you to connect this user with one or more tag/taxonomy items.
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95 For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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99 8.1 Click on the Tags tab to display this area.
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101 8.2 Click on the "+" icon to expand the tag hierarchy
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103 8.3 Click on the tag that this user is associated with
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105 8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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107 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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111 [[image:user creation - tagging.PNG||width="100%"]]
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115 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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118 [[image:use creation error fix.PNG]]
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121 10. Click on the Save button to save this information.