Wiki source code of Administration: User Creation

Last modified by dmarder on 2015/06/29 15:31

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23.1	2	{{video url="http://youtu.be/5zTVOQRxK8c " width="800" height="600"/}}
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	4	(% style="font-size: 14px;" %)What is User Creation?
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15.1	6	* User Creation allows you to create access information for specific users - name, user name, email address, password, etc.
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10.1	8	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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	10	* Name
10.1	11	* system Login name
	12	* system Login password
1.1	13	* Email address
	14	* Active/inactive status
	15	* Role assignment
	16	* Organization assignment
	17	* Taxonomy tag assignment
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	19	Use the following procedure for adding staff:
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20.1	21	~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	23	[[image:user creation 1.PNG]]
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	26	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	28	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	30	[[image:staff admin 1.PNG\|\|width="100%"]]
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	33	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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	37	3. Enter profile information for this staff person (all fields are required):
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	39	3.1 First Name
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	41	3.2 Last Name
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	43	3.3 Email address
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	45	3.4 Login name
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	47	3.5 Login password
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9.1	50	[[image:staff admin 2.PNG\|\|width="100%"]]
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	54	4. Click the Save button to save this information.
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	58	5. Double-click on the new staff entry in the staff list
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	62	6. Assign this staff person a role
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	64	6.1 Click on the appropriate role for this person in the "Available Roles" pane.
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	66	6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
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	68	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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21.1	72	[[image:staff admin 3.PNG\|\|style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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1.1	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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15.1	79	For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
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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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9.1	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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15.1	100	For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
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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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13.1	116	[[image:user creation - tagging.PNG\|\|width="100%"]]
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10.1	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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16.2	123	[[image:use creation error fix.PNG]]
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1.1	126	10. Click on the Save button to save this information.