Changes for page Role Assignment
Last modified by karimpirani on 2014/07/07 21:03
From 3.1 to 2.1
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... ... @@ -13,14 +13,9 @@ 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. 16 + 18 18 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 +29,10 @@ 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]]27 + 33 33 29 + 30 + 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]]47 + 51 51 52 52 53 53 ... ... @@ -69,9 +69,8 @@ 69 69 70 70 71 71 72 - [[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%203.PNG||alt="staffadmin 3.PNG" width="100%"]][[image:staff admin 3.PNG]]69 + 73 73 74 - 75 75 7. Associate this user to your organization using the Placement tab. 76 76 77 77 This allows you to match the user with the physical or functional area that is providing service to clients. ... ... @@ -90,7 +90,6 @@ 90 90 91 91 92 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 94 95 95 96 96 8. Associate this user with one or more tags using the Tags area. ... ... @@ -97,7 +97,7 @@ 97 97 98 98 This allows you to connect this user with one or more tag/taxonomy items. 99 99 100 -For more information abouttagging, click [[here>>doc:Administration: Tag Creation]].95 +For more information on administering tags, click [[here>>doc:Administration: Tag Creation]]. 101 101 102 102 103 103 ... ... @@ -113,327 +113,6 @@ 113 113 114 114 115 115 116 - [[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/user%20creation%20-%20tagging.PNG||alt="usercreation- tagging.PNG"width="100%"]][[image:usercreation- tagging.PNG]]111 +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. 117 117 118 - 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 - 123 123 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 -7. Associate this user to your organization using the Placement tab. 156 - 157 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 158 -This allows you to match the user with the physical or functional area that is providing service to clients. 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;"]]. 162 - 163 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 164 - 165 - 166 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 167 -7.1 Click on the "+" icon to expand the organization hierarchy 168 - 169 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 170 -7.2 Click on the organization that this user is associated with 171 - 172 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 173 -7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane. 174 - 175 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 176 -7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement" 177 - 178 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 179 - 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 - 184 - 185 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 186 -8. Associate this user with one or more tags using the Tags area. 187 - 188 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 189 -This allows you to connect this user with one or more tag/taxonomy items. 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;"]]. 193 - 194 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 195 - 196 - 197 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 198 -8.1 Click on the Tags tab to display this area. 199 - 200 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 201 -8.2 Click on the "+" icon to expand the tag hierarchy 202 - 203 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 204 -8.3 Click on the tag that this user is associated with 205 - 206 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 207 -8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane. 208 - 209 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 210 -8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag" 211 - 212 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) 213 - 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%"]] 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 -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 -)))