Changes for page Role Assignment
Last modified by karimpirani on 2014/07/07 21:03
From 2.1 to 1.1
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... ... @@ -1,12 +1,14 @@ 1 + 1 1 What is Role Assignment? 2 2 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) . 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) . 4 4 6 + 5 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: 6 6 7 7 * Name 8 -* system Login name9 -* system Login password10 +* system login name 11 +* system login password 10 10 * Email address 11 11 * Active/inactive status 12 12 * Role assignment ... ... @@ -13,14 +13,10 @@ 13 13 * Organization assignment 14 14 * Taxonomy tag assignment 15 15 16 -((( 17 -(% 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. 18 + 18 18 20 + 19 19 20 - 21 -))) 22 - 23 - 24 24 Use the following procedure for adding staff: 25 25 26 26 ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below. ... ... @@ -29,8 +29,12 @@ 29 29 30 30 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. 31 31 32 - [[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%201.PNG||alt="staffadmin 1.PNG" width="100%"]][[image:staff admin 1.PNG]]30 + 33 33 32 + 33 + 34 + 35 + 34 34 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. 35 35 36 36 ... ... @@ -47,7 +47,7 @@ 47 47 48 48 3.5 Login password 49 49 50 - [[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%202.PNG||alt="staffadmin 2.PNG" width="100%"]][[image:staff admin 2.PNG]]52 + 51 51 52 52 53 53 ... ... @@ -69,371 +69,48 @@ 69 69 70 70 71 71 72 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%203.PNG||alt="staff admin 3.PNG" width="100%"]][[image:staff admin 3.PNG]] 73 - 74 - 75 -7. Associate this user to your organization using the Placement tab. 76 - 77 -This allows you to match the user with the physical or functional area that is providing service to clients. 78 - 79 -For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]]. 80 - 81 81 82 82 83 -7.1 Click on the "+" icon to expand the organization hierarchy 84 - 85 -7.2 Click on the organization that this user is associated with 86 - 87 -7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane. 88 - 89 -7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement" 90 - 91 - 92 - 93 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%204.PNG||alt="staff admin 4.PNG" width="100%"]][[image:staff admin 4.PNG]] 94 - 95 - 96 -8. Associate this user with one or more tags using the Tags area. 97 - 98 -This allows you to connect this user with one or more tag/taxonomy items. 99 - 100 -For more information about tagging, click [[here>>doc:Administration: Tag Creation]]. 101 - 102 - 103 - 104 -8.1 Click on the Tags tab to display this area. 105 - 106 -8.2 Click on the "+" icon to expand the tag hierarchy 107 - 108 -8.3 Click on the tag that this user is associated with 109 - 110 -8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane. 111 - 112 -8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag" 113 - 114 - 115 - 116 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/user%20creation%20-%20tagging.PNG||alt="user creation - tagging.PNG" width="100%"]][[image:user creation - tagging.PNG]] 117 - 118 - 119 -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. 120 - 121 -[[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"]][[image:use creation error fix.PNG]] 122 - 123 -10. Click on the Save button to save this information. 124 - 125 - 126 -(% style="position: absolute; left: 524px; top: 205px; width: 1px; height: 1px; overflow: hidden;" %) 127 -((( 128 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 129 -5. Double-click on the new staff entry in the staff list 130 - 131 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 132 - 133 - 134 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 135 -6. Assign this staff person a role 136 - 137 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 138 -6.1 Click on the appropriate role for this person in the "Available Roles" pane. 139 - 140 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 141 -6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane. 142 - 143 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 144 -6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected" 145 - 146 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 147 - 148 - 149 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 150 -[[image:staff admin 3.PNG||style="font-size: 14px;" width="100%"]] 151 - 152 - 153 - 154 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 155 155 7. Associate this user to your organization using the Placement tab. 156 156 157 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 158 158 This allows you to match the user with the physical or functional area that is providing service to clients. 159 159 160 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 161 -For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips||style="font-size: 14px;"]]. 80 +[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]]. 162 162 163 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 164 164 165 165 166 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 167 167 7.1 Click on the "+" icon to expand the organization hierarchy 168 168 169 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 170 170 7.2 Click on the organization that this user is associated with 171 171 172 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 173 173 7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane. 174 174 175 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 176 176 7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement" 177 177 178 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 179 179 180 180 181 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 182 -[[image:staff admin 4.PNG||style="font-size: 14px;" width="100%"]] 183 183 184 184 185 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 186 186 8. Associate this user with one or more tags using the Tags area. 187 187 188 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 189 189 This allows you to connect this user with one or more tag/taxonomy items. 190 190 191 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 192 -For more information about tagging, click [[here>>doc:Administration: Tag Creation||style="font-size: 14px;"]]. 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]]. 193 193 194 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 195 195 196 196 197 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 198 198 8.1 Click on the Tags tab to display this area. 199 199 200 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 201 201 8.2 Click on the "+" icon to expand the tag hierarchy 202 202 203 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 204 204 8.3 Click on the tag that this user is associated with 205 205 206 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 207 207 8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane. 208 208 209 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 210 210 8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag" 211 211 212 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 213 213 214 214 215 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 216 -[[image:user creation - tagging.PNG||style="font-size: 14px;" width="100%"]] 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. 217 217 218 - 219 - 220 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 221 -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. 222 - 223 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 224 -[[image:use creation error fix.PNG||style="font-size: 14px;"]] 225 - 226 - 227 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 228 228 10. Click on the Save button to save this information. 229 -))) 230 - 231 -(% style="position: absolute; left: 524px; top: 205px; width: 1px; height: 1px; overflow: hidden;" %) 232 -((( 233 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 234 -5. Double-click on the new staff entry in the staff list 235 - 236 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 237 - 238 - 239 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 240 -6. Assign this staff person a role 241 - 242 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 243 -6.1 Click on the appropriate role for this person in the "Available Roles" pane. 244 - 245 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 246 -6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane. 247 - 248 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 249 -6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected" 250 - 251 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 252 - 253 - 254 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 255 -[[image:staff admin 3.PNG||style="font-size: 14px;" width="100%"]] 256 - 257 - 258 - 259 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 260 -7. Associate this user to your organization using the Placement tab. 261 - 262 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 263 -This allows you to match the user with the physical or functional area that is providing service to clients. 264 - 265 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 266 -For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips||style="font-size: 14px;"]]. 267 - 268 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 269 - 270 - 271 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 272 -7.1 Click on the "+" icon to expand the organization hierarchy 273 - 274 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 275 -7.2 Click on the organization that this user is associated with 276 - 277 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 278 -7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane. 279 - 280 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 281 -7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement" 282 - 283 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 284 - 285 - 286 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 287 -[[image:staff admin 4.PNG||style="font-size: 14px;" width="100%"]] 288 - 289 - 290 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 291 -8. Associate this user with one or more tags using the Tags area. 292 - 293 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 294 -This allows you to connect this user with one or more tag/taxonomy items. 295 - 296 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 297 -For more information about tagging, click [[here>>doc:Administration: Tag Creation||style="font-size: 14px;"]]. 298 - 299 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 300 - 301 - 302 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 303 -8.1 Click on the Tags tab to display this area. 304 - 305 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 306 -8.2 Click on the "+" icon to expand the tag hierarchy 307 - 308 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 309 -8.3 Click on the tag that this user is associated with 310 - 311 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 312 -8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane. 313 - 314 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 315 -8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag" 316 - 317 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 318 - 319 - 320 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 321 -[[image:user creation - tagging.PNG||style="font-size: 14px;" width="100%"]] 322 - 323 - 324 - 325 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 326 -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. 327 - 328 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 329 -[[image:use creation error fix.PNG||style="font-size: 14px;"]] 330 - 331 - 332 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 333 -10. Click on the Save button to save this information. 334 -))) 335 - 336 -(% style="position: absolute; left: 524px; top: 205px; width: 1px; height: 1px; overflow: hidden;" %) 337 -((( 338 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 339 -5. Double-click on the new staff entry in the staff list 340 - 341 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 342 - 343 - 344 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 345 -6. Assign this staff person a role 346 - 347 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 348 -6.1 Click on the appropriate role for this person in the "Available Roles" pane. 349 - 350 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 351 -6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane. 352 - 353 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 354 -6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected" 355 - 356 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 357 - 358 - 359 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 360 -[[image:staff admin 3.PNG||style="font-size: 14px;" width="100%"]] 361 - 362 - 363 - 364 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 365 -7. Associate this user to your organization using the Placement tab. 366 - 367 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 368 -This allows you to match the user with the physical or functional area that is providing service to clients. 369 - 370 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 371 -For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips||style="font-size: 14px;"]]. 372 - 373 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 374 - 375 - 376 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 377 -7.1 Click on the "+" icon to expand the organization hierarchy 378 - 379 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 380 -7.2 Click on the organization that this user is associated with 381 - 382 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 383 -7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane. 384 - 385 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 386 -7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement" 387 - 388 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 389 - 390 - 391 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 392 -[[image:staff admin 4.PNG||style="font-size: 14px;" width="100%"]] 393 - 394 - 395 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 396 -8. Associate this user with one or more tags using the Tags area. 397 - 398 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 399 -This allows you to connect this user with one or more tag/taxonomy items. 400 - 401 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 402 -For more information about tagging, click [[here>>doc:Administration: Tag Creation||style="font-size: 14px;"]]. 403 - 404 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 405 - 406 - 407 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 408 -8.1 Click on the Tags tab to display this area. 409 - 410 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 411 -8.2 Click on the "+" icon to expand the tag hierarchy 412 - 413 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 414 -8.3 Click on the tag that this user is associated with 415 - 416 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 417 -8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane. 418 - 419 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 420 -8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag" 421 - 422 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 423 - 424 - 425 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 426 -[[image:user creation - tagging.PNG||style="font-size: 14px;" width="100%"]] 427 - 428 - 429 - 430 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 431 -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. 432 - 433 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 434 -[[image:use creation error fix.PNG||style="font-size: 14px;"]] 435 - 436 - 437 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 438 -10. Click on the Save button to save this information. 439 -)))