Wiki source code of Administration: User Creation

Version 20.1 by karimpirani on 2014/07/03 15:18

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11.1	1	What is User Creation?
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15.1	3	* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
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10.1	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
10.1	8	* system Login name
	9	* system Login password
1.1	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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20.1	18	~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Staff..." option.
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20.1	20	[[image:user creation 1.PNG]]
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	23	1.1 This will display the screen shown below. On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.
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1.1	25	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	27	[[image:staff admin 1.PNG\|\|width="100%"]]
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	30	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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	34	3. Enter profile information for this staff person (all fields are required):
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	36	3.1 First Name
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	38	3.2 Last Name
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	40	3.3 Email address
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	42	3.4 Login name
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	44	3.5 Login password
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9.1	47	[[image:staff admin 2.PNG\|\|width="100%"]]
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	51	4. Click the Save button to save this information.
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	55	5. Double-click on the new staff entry in the staff list
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	59	6. Assign this staff person a role
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	61	6.1 Click on the appropriate role for this person in the "Available Roles" pane.
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	63	6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
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	65	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	69	[[image:staff admin 3.PNG\|\|width="100%"]]
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	73	7. Associate this user to your organization using the Placement tab.
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	75	This allows you to match the user with the physical or functional area that is providing service to clients.
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15.1	77	For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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	81	7.1 Click on the "+" icon to expand the organization hierarchy
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	83	7.2 Click on the organization that this user is associated with
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	85	7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
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	87	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	91	[[image:staff admin 4.PNG\|\|width="100%"]]
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	94	8. Associate this user with one or more tags using the Tags area.
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	96	This allows you to connect this user with one or more tag/taxonomy items.
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15.1	98	For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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	102	8.1 Click on the Tags tab to display this area.
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	104	8.2 Click on the "+" icon to expand the tag hierarchy
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	106	8.3 Click on the tag that this user is associated with
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	108	8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
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	110	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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13.1	114	[[image:user creation - tagging.PNG\|\|width="100%"]]
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10.1	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.
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16.2	121	[[image:use creation error fix.PNG]]
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1.1	124	10. Click on the Save button to save this information.