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 Duplicateicon
Entering New User Information (Information TAB)
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. jhibbert)
Password/Confirm Password: Click on Generate to automatically generate a password- or you can create one on your own.
| Enable Login: Check to enable |
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 = 2987)
Title: Refer to HR email (i.e. IT Department)
Manager: Refer to the HR email. You can either click on the drop-down and search for JEFF or you can start typing the name in the field and the manager's name will appear.
Department: Refer to HR email (i.e. IT Department) . You can either click on the drop-down and search, or you can type in IT...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)
Setting Permissions (Permissions TAB)
+Use either grant or deny when applying permissions- do not use inherit*
*Inherit = user inherits permissions from the permission groups they are in, unless implicitly denied or granted permission on their user account.
| Determines whether the user has full access to all aspects of the admin. This setting overrides any more specific permissions throughout the system |
| Determines whether the user has full access to most aspects of the admin |
| CSV Import - Not in use |
| Determines whether the user has the ability to view reports |
| Kits - Not in use |
| Depreciations - Not in use |
| Self - Not in use. Could be considered for future development. |
| When completed, click on SAVE (green button in the bottom-left corner) |
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