Changes for page Role Assignment

Last modified by karimpirani on 2014/07/07 21:03
From version Icon 2.1 Icon
edited by karimpirani
on 2014/06/27 12:28
Change comment: There is no comment for this version
To version Icon 7.1 Icon
edited by karimpirani
on 2014/07/03 15:19
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -1,14 +2,12 @@
1 -
2 2  What is Role Assignment?
3 3  
4 -* Role Assignment is the process of assigning users to roles and thus defining how they can use the system (according to the permissions enabled for the role in Role Creation) .
3 +* Role Assignment is the process of assigning users to roles and thus defining how they can use the system (according to the permissions enabled for the role in Role Creation) .
5 5  
6 -
7 7  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:
8 8  
9 9  * Name
10 -* system login name
11 -* system login password
8 +* system Login name
9 +* system Login password
12 12  * Email address
13 13  * Active/inactive status
14 14  * Role assignment
... ... @@ -15,23 +15,27 @@
15 15  * Organization assignment
16 16  * Taxonomy tag assignment
17 17  
18 -
16 +(((
19 19  
20 -
18 +)))
21 21  
20 +(((
21 +(% style="line-height: 19.600000381469727px;" %)NOTE: If you have already created a user or simply want to add roles to existing users, please proceed directly to step 5.
22 +)))
23 +
24 +
22 22  Use the following procedure for adding staff:
23 23  
24 -~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
27 +~1. In the Administration sidebar, click on the "Staff..." option.
25 25  
26 -1.1 Just to the right of the sidebar is a staff list with the standard selection buttons and filtering capabilities.
29 +[[image:user creation 1.PNG]]
27 27  
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.
29 29  
30 -
32 +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.
31 31  
32 -
34 +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.
33 33  
34 -
36 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%201.PNG||alt="staff admin 1.PNG" width="100%"]]
35 35  
36 36  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.
37 37  
... ... @@ -49,70 +49,392 @@
49 49  
50 50  3.5 Login password
51 51  
54 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%202.PNG||alt="staff admin 2.PNG" width="100%"]](% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)
55 +
56 +4. Click the Save button to save this information.
57 +
52 52  
53 53  
60 +5. Double-click on the new staff entry in the staff list
61 +
54 54  
55 55  
56 -4. Click the Save button to save this information.
64 +6. Assign this staff person a role
57 57  
66 +6.1 Click on the appropriate role for this person in the "Available Roles" pane.
67 +
68 +6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
69 +
70 +6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
71 +
58 58  
59 59  
74 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%203.PNG||alt="staff admin 3.PNG" width="100%"]]
75 +
76 +
77 +7. Associate this user to your organization using the Placement tab.
78 +
79 +This allows you to match the user with the physical or functional area that is providing service to clients.
80 +
81 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
82 +
83 +
84 +
85 +7.1 Click on the "+" icon to expand the organization hierarchy
86 +
87 +7.2 Click on the organization that this user is associated with
88 +
89 +7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
90 +
91 +7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
92 +
93 +
94 +
95 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%204.PNG||alt="staff admin 4.PNG" width="100%"]]
96 +
97 +
98 +8. Associate this user with one or more tags using the Tags area.
99 +
100 +This allows you to connect this user with one or more tag/taxonomy items.
101 +
102 +For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
103 +
104 +
105 +
106 +8.1 Click on the Tags tab to display this area.
107 +
108 +8.2 Click on the "+" icon to expand the tag hierarchy
109 +
110 +8.3 Click on the tag that this user is associated with
111 +
112 +8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
113 +
114 +8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
115 +
116 +
117 +
118 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/user%20creation%20-%20tagging.PNG||alt="user creation - tagging.PNG" width="100%"]]
119 +
120 +
121 +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.
122 +
123 +[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/use%20creation%20error%20fix.PNG?width=1009||alt="use creation error fix.PNG"]]
124 +
125 +
126 +10. Click on the Save button to save this information.
127 +
128 +
129 +(% style="position: absolute; left: 524px; top: 205px; width: 1px; height: 1px; overflow: hidden;" %)
130 +(((
131 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
60 60  5. Double-click on the new staff entry in the staff list
61 61  
134 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
62 62  
63 63  
137 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
64 64  6. Assign this staff person a role
65 65  
140 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
66 66  6.1 Click on the appropriate role for this person in the "Available Roles" pane.
67 67  
143 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
68 68  6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
69 69  
146 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
70 70  6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
71 71  
149 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
72 72  
73 73  
152 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
153 +[[image:staff admin 3.PNG||style="font-size: 14px;" width="100%"]]
154 +
155 +
156 +
157 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
158 +7. Associate this user to your organization using the Placement tab.
159 +
160 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
161 +This allows you to match the user with the physical or functional area that is providing service to clients.
162 +
163 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
164 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips||style="font-size: 14px;"]].
165 +
166 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
74 74  
75 75  
169 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
170 +7.1 Click on the "+" icon to expand the organization hierarchy
171 +
172 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
173 +7.2 Click on the organization that this user is associated with
174 +
175 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
176 +7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
177 +
178 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
179 +7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
180 +
181 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
182 +
183 +
184 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
185 +[[image:staff admin 4.PNG||style="font-size: 14px;" width="100%"]]
186 +
187 +
188 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
189 +8. Associate this user with one or more tags using the Tags area.
190 +
191 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
192 +This allows you to connect this user with one or more tag/taxonomy items.
193 +
194 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
195 +For more information about tagging, click [[here>>doc:Administration: Tag Creation||style="font-size: 14px;"]].
196 +
197 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
198 +
199 +
200 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
201 +8.1 Click on the Tags tab to display this area.
202 +
203 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
204 +8.2 Click on the "+" icon to expand the tag hierarchy
205 +
206 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
207 +8.3 Click on the tag that this user is associated with
208 +
209 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
210 +8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
211 +
212 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
213 +8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
214 +
215 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
216 +
217 +
218 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
219 +[[image:user creation - tagging.PNG||style="font-size: 14px;" width="100%"]]
220 +
221 +
222 +
223 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
224 +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.
225 +
226 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
227 +[[image:use creation error fix.PNG||style="font-size: 14px;"]]
228 +
229 +
230 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
231 +10. Click on the Save button to save this information.
232 +)))
233 +
234 +(% style="position: absolute; left: 524px; top: 205px; width: 1px; height: 1px; overflow: hidden;" %)
235 +(((
236 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
237 +5. Double-click on the new staff entry in the staff list
238 +
239 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
240 +
241 +
242 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
243 +6. Assign this staff person a role
244 +
245 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
246 +6.1 Click on the appropriate role for this person in the "Available Roles" pane.
247 +
248 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
249 +6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
250 +
251 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
252 +6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
253 +
254 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
255 +
256 +
257 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
258 +[[image:staff admin 3.PNG||style="font-size: 14px;" width="100%"]]
259 +
260 +
261 +
262 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
76 76  7. Associate this user to your organization using the Placement tab.
77 77  
265 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
78 78  This allows you to match the user with the physical or functional area that is providing service to clients.
79 79  
80 -[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
268 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
269 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips||style="font-size: 14px;"]].
81 81  
271 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
82 82  
83 83  
274 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
84 84  7.1 Click on the "+" icon to expand the organization hierarchy
85 85  
277 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
86 86  7.2 Click on the organization that this user is associated with
87 87  
280 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
88 88  7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
89 89  
283 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
90 90  7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
91 91  
286 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
92 92  
93 93  
289 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
290 +[[image:staff admin 4.PNG||style="font-size: 14px;" width="100%"]]
94 94  
95 95  
293 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
96 96  8. Associate this user with one or more tags using the Tags area.
97 97  
296 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
98 98  This allows you to connect this user with one or more tag/taxonomy items.
99 99  
100 -[[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]].
299 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
300 +For more information about tagging, click [[here>>doc:Administration: Tag Creation||style="font-size: 14px;"]].
101 101  
302 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
102 102  
103 103  
305 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
104 104  8.1 Click on the Tags tab to display this area.
105 105  
308 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
106 106  8.2 Click on the "+" icon to expand the tag hierarchy
107 107  
311 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
108 108  8.3 Click on the tag that this user is associated with
109 109  
314 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
110 110  8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
111 111  
317 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
112 112  8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
113 113  
320 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
114 114  
115 115  
116 -9. Finally, click on the "Active" checkbox in the Basic Information area to allow this user to log in and be visible for system functions.
323 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
324 +[[image:user creation - tagging.PNG||style="font-size: 14px;" width="100%"]]
117 117  
326 +
327 +
328 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
329 +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.
330 +
331 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
332 +[[image:use creation error fix.PNG||style="font-size: 14px;"]]
333 +
334 +
335 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
118 118  10. Click on the Save button to save this information.
337 +)))
338 +
339 +(% style="position: absolute; left: 524px; top: 205px; width: 1px; height: 1px; overflow: hidden;" %)
340 +(((
341 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
342 +5. Double-click on the new staff entry in the staff list
343 +
344 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
345 +
346 +
347 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
348 +6. Assign this staff person a role
349 +
350 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
351 +6.1 Click on the appropriate role for this person in the "Available Roles" pane.
352 +
353 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
354 +6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
355 +
356 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
357 +6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
358 +
359 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
360 +
361 +
362 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
363 +[[image:staff admin 3.PNG||style="font-size: 14px;" width="100%"]]
364 +
365 +
366 +
367 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
368 +7. Associate this user to your organization using the Placement tab.
369 +
370 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
371 +This allows you to match the user with the physical or functional area that is providing service to clients.
372 +
373 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
374 +For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips||style="font-size: 14px;"]].
375 +
376 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
377 +
378 +
379 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
380 +7.1 Click on the "+" icon to expand the organization hierarchy
381 +
382 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
383 +7.2 Click on the organization that this user is associated with
384 +
385 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
386 +7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
387 +
388 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
389 +7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
390 +
391 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
392 +
393 +
394 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
395 +[[image:staff admin 4.PNG||style="font-size: 14px;" width="100%"]]
396 +
397 +
398 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
399 +8. Associate this user with one or more tags using the Tags area.
400 +
401 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
402 +This allows you to connect this user with one or more tag/taxonomy items.
403 +
404 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
405 +For more information about tagging, click [[here>>doc:Administration: Tag Creation||style="font-size: 14px;"]].
406 +
407 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
408 +
409 +
410 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
411 +8.1 Click on the Tags tab to display this area.
412 +
413 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
414 +8.2 Click on the "+" icon to expand the tag hierarchy
415 +
416 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
417 +8.3 Click on the tag that this user is associated with
418 +
419 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
420 +8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
421 +
422 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
423 +8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
424 +
425 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
426 +
427 +
428 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
429 +[[image:user creation - tagging.PNG||style="font-size: 14px;" width="100%"]]
430 +
431 +
432 +
433 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
434 +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.
435 +
436 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
437 +[[image:use creation error fix.PNG||style="font-size: 14px;"]]
438 +
439 +
440 +(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
441 +10. Click on the Save button to save this information.
442 +)))
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