New user information is usually comes in email form from HR (see below).
Adding Users:
New users are added when they are going to be given a fob, and/or laptop/desktop, along with accessories. There are two ways to create a new user.
1.> Click on CREATE NEW button
2.> Click on Duplicate icon
Entering New User Information
Whether you create a new user, or decide to duplicate one, this page will appear (see below):
First Name/Last Name: Enter first and last name as received in email
Username: This is usually comprised of the first initial, followed by last name (i.e. msimpson)
Password/Confirm Password: Click on Generate to automatically generate a password- or you can create one on your own. If the user is not logging into SAM, then it doesn't matter what password is given. But you cannot save the new user profile without it.
Email: If an email address is requested for the new user, then it is entered in here
Select Company: Click on the drop-down menu and select the company
Employee No.: This was never kept track of, but it can be utilized for future user additions. (i.e. Marge's ID = 9201)
Title: Refer to HR email (i.e. P&P or Pick and Pack)
Manager: Refer to the HR email. You can either click on the drop-down and search for SYED or you can start typing the name in the field and the manager's name will appear.
Department: Refer to HR email (i.e. P&P) . You can either click on the drop-down and search, or you can type in PICK... and you can select the closest category. If for whatever reason the DEPARTMENT doesn't exist, you can create a new one: Side-bar menu: Settings> Department> Create New (green button in upper-right corner)
Location: From the drop-down menu, select the location with the FraserDirect logo beside it (as those indicate the main location of where the user would be. The sub-locations are usually reserved for assets, to help find them easier. To create a new location: Side-bar menu: Settings> Locations> Create New (green button in upper-right corner)
Phone Number: Here you add the phone number with the extension. This would usually be specified when setting up a new user with a phone (see below for example)
| When completed, click on SAVE (green button in the bottom-left corner) |
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