Wiki source code of Role Assignment
Last modified by karimpirani on 2014/07/07 21:03
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| author | version | line-number | content |
|---|---|---|---|
| 1 | What is Role Assignment? | ||
| 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 | * Name | ||
| 8 | * system Login name | ||
| 9 | * system Login password | ||
| 10 | * Email address | ||
| 11 | * Active/inactive status | ||
| 12 | * Role assignment | ||
| 13 | * Organization assignment | ||
| 14 | * Taxonomy tag assignment | ||
| 15 | |||
| 16 | ((( | ||
| 17 | |||
| 18 | ))) | ||
| 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 | Use the following procedure for adding staff: | ||
| 26 | |||
| 27 | ~1. In the Administration sidebar, click on the "Staff..." option. | ||
| 28 | |||
| 29 | [[image:user creation 1.PNG]] | ||
| 30 | |||
| 31 | |||
| 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. | ||
| 33 | |||
| 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. | ||
| 35 | |||
| 36 | [[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%201.PNG||alt="staff admin 1.PNG" width="100%"]] | ||
| 37 | |||
| 38 | 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. | ||
| 39 | |||
| 40 | |||
| 41 | |||
| 42 | 3. Enter profile information for this staff person (all fields are required): | ||
| 43 | |||
| 44 | 3.1 First Name | ||
| 45 | |||
| 46 | 3.2 Last Name | ||
| 47 | |||
| 48 | 3.3 Email address | ||
| 49 | |||
| 50 | 3.4 Login name | ||
| 51 | |||
| 52 | 3.5 Login password | ||
| 53 | |||
| 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 | |||
| 58 | |||
| 59 | |||
| 60 | 5. Double-click on the new staff entry in the staff list | ||
| 61 | |||
| 62 | |||
| 63 | |||
| 64 | 6. Assign this staff person a role | ||
| 65 | |||
| 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 | |||
| 72 | |||
| 73 | |||
| 74 | [[image:http://wiki.objectivearts.com/bin/download/Documentation/Administration%3A+User+Creation/staff%20admin%203.PNG||||style="width: 50%; margin-right: auto; margin-left: auto; display: block;"]] | ||
| 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;" %) | ||
| 132 | 5. Double-click on the new staff entry in the staff list | ||
| 133 | |||
| 134 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 135 | |||
| 136 | |||
| 137 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 138 | 6. Assign this staff person a role | ||
| 139 | |||
| 140 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 141 | 6.1 Click on the appropriate role for this person in the "Available Roles" pane. | ||
| 142 | |||
| 143 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 144 | 6.2 Click on "Add Selected." The role will appear in the "Assigned Roles" pane. | ||
| 145 | |||
| 146 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 147 | 6.3 Similarly, to remove an role, click on the item in the right pane and then click on "Remove Selected" | ||
| 148 | |||
| 149 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 150 | |||
| 151 | |||
| 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;" %) | ||
| 167 | |||
| 168 | |||
| 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;" %) | ||
| 263 | 7. Associate this user to your organization using the Placement tab. | ||
| 264 | |||
| 265 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 266 | This allows you to match the user with the physical or functional area that is providing service to clients. | ||
| 267 | |||
| 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;"]]. | ||
| 270 | |||
| 271 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 272 | |||
| 273 | |||
| 274 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 275 | 7.1 Click on the "+" icon to expand the organization hierarchy | ||
| 276 | |||
| 277 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 278 | 7.2 Click on the organization that this user is associated with | ||
| 279 | |||
| 280 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 281 | 7.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane. | ||
| 282 | |||
| 283 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 284 | 7.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement" | ||
| 285 | |||
| 286 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 287 | |||
| 288 | |||
| 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%"]] | ||
| 291 | |||
| 292 | |||
| 293 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 294 | 8. Associate this user with one or more tags using the Tags area. | ||
| 295 | |||
| 296 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 297 | This allows you to connect this user with one or more tag/taxonomy items. | ||
| 298 | |||
| 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;"]]. | ||
| 301 | |||
| 302 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 303 | |||
| 304 | |||
| 305 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 306 | 8.1 Click on the Tags tab to display this area. | ||
| 307 | |||
| 308 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 309 | 8.2 Click on the "+" icon to expand the tag hierarchy | ||
| 310 | |||
| 311 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 312 | 8.3 Click on the tag that this user is associated with | ||
| 313 | |||
| 314 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 315 | 8.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane. | ||
| 316 | |||
| 317 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 318 | 8.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag" | ||
| 319 | |||
| 320 | (% style="font-family: sans-serif; font-size: 14px; font-style: normal; text-align: start; line-height: 19.600000381469727px;" %) | ||
| 321 | |||
| 322 | |||
| 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%"]] | ||
| 325 | |||
| 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;" %) | ||
| 336 | 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 | ))) |