Changes for page Role Assignment

Last modified by karimpirani on 2014/07/07 21:03
From version Icon 5.1 Icon
edited by karimpirani
on 2014/07/03 14:57
Change comment: There is no comment for this version
To version 1.1 Icon
edited by sghareeb
on 2014/06/13 17:30
Change comment: There is no comment for this version

Summary

Details

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Author
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1 -XWiki.karimpirani
1 +XWiki.sghareeb
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1 -What is Role Assignment?
1 +Staff Administration allows you to create, record, and manage the following information about the members of your organization that will be using the SMR application:
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 -
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 -
7 7  * Name
8 -* system Login name
9 -* system Login password
4 +* SMR Login name
5 +* SMR login password
10 10  * Email address
11 11  * Active/inactive status
12 12  * Role assignment
... ... @@ -13,15 +13,10 @@
13 13  * Organization assignment
14 14  * Taxonomy tag assignment
15 15  
16 -(((
12 +
17 17  
18 -)))
14 +
19 19  
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 -
25 25  Use the following procedure for adding staff:
26 26  
27 27  ~1. In the Administration sidebar, click on the "Staff..." option. This will display the screen shown below.
... ... @@ -30,8 +30,12 @@
30 30  
31 31  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.
32 32  
33 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%201.PNG||alt="staff admin 1.PNG" width="100%"]]
24 +
34 34  
26 +
27 +
28 +
29 +
35 35  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.
36 36  
37 37  
... ... @@ -48,392 +48,70 @@
48 48  
49 49  3.5 Login password
50 50  
51 -[[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);" %)
52 -
53 -4. Click the Save button to save this information.
54 -
55 55  
56 56  
57 -5. Double-click on the new staff entry in the staff list
58 -
59 59  
60 60  
61 -6. Assign this staff person a role
50 +4. Click the Save button to save this information.
62 62  
63 -6.1 Click on the appropriate role for this person in the "Available Roles" pane.
64 -
65 -6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
66 -
67 -6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
68 -
69 69  
70 70  
71 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%203.PNG||alt="staff admin 3.PNG" width="100%"]]
72 -
73 -
74 -7. Associate this user to your organization using the Placement tab.
75 -
76 -This allows you to match the user with the physical or functional area that is providing service to clients.
77 -
78 -For more information about administering your organization hierarchy, click [[here>>doc:OU-Domain-Client Administrator Setup Tips]].
79 -
80 -
81 -
82 -7.1 Click on the "+" icon to expand the organization hierarchy
83 -
84 -7.2 Click on the organization that this user is associated with
85 -
86 -7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
87 -
88 -7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
89 -
90 -
91 -
92 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%204.PNG||alt="staff admin 4.PNG" width="100%"]]
93 -
94 -
95 -8. Associate this user with one or more tags using the Tags area.
96 -
97 -This allows you to connect this user with one or more tag/taxonomy items.
98 -
99 -For more information about tagging, click [[here>>doc:Administration: Tag Creation]].
100 -
101 -
102 -
103 -8.1 Click on the Tags tab to display this area.
104 -
105 -8.2 Click on the "+" icon to expand the tag hierarchy
106 -
107 -8.3 Click on the tag that this user is associated with
108 -
109 -8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
110 -
111 -8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
112 -
113 -
114 -
115 -[[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/user%20creation%20-%20tagging.PNG||alt="user creation - tagging.PNG" width="100%"]]
116 -
117 -
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.
119 -
120 -[[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"]]
121 -
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;" %)
129 129  5. Double-click on the new staff entry in the staff list
130 130  
131 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
132 132  
133 133  
134 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
135 135  6. Assign this staff person a role
136 136  
137 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
138 138  6.1 Click on the appropriate role for this person in the "Available Roles" pane.
139 139  
140 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
141 141  6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane.
142 142  
143 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
144 144  6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected"
145 145  
146 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
147 147  
148 148  
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;" %)
164 164  
165 165  
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;" %)
260 260  7. Associate this user to your organization using the Placement tab.
261 261  
262 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
263 263  This allows you to match the user with the physical or functional area that is providing service to clients.
264 264  
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;"]].
74 +[[Click here for more details about administering your organization hierarchy>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165541/Org-Unit-Hierarchy-Management]].
267 267  
268 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
269 269  
270 270  
271 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
272 272  7.1 Click on the "+" icon to expand the organization hierarchy
273 273  
274 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
275 275  7.2 Click on the organization that this user is associated with
276 276  
277 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
278 278  7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.
279 279  
280 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
281 281  7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"
282 282  
283 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
284 284  
285 285  
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%"]]
288 288  
289 289  
290 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
291 291  8. Associate this user with one or more tags using the Tags area.
292 292  
293 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
294 294  This allows you to connect this user with one or more tag/taxonomy items.
295 295  
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;"]].
94 +[[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]].
298 298  
299 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
300 300  
301 301  
302 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
303 303  8.1 Click on the Tags tab to display this area.
304 304  
305 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
306 306  8.2 Click on the "+" icon to expand the tag hierarchy
307 307  
308 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
309 309  8.3 Click on the tag that this user is associated with
310 310  
311 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
312 312  8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.
313 313  
314 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
315 315  8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"
316 316  
317 -(% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %)
318 318  
319 319  
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%"]]
110 +9. Finally, click on the "Active" checkbox in the Basic Information area to allow this user to log in and be visible for SMR functions.
322 322  
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;" %)
333 333  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 -)))