Create A New User, Step-By-Step

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Revision as of 15:50, 19 November 2009 by Claudefeistel2 (talk | contribs)
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Create New User: These step-by-step instructions can be followed to create a new user. We advise against collecting personal information that you do not absolutely need for your business.

a. Using the web browser specified by your Tech open your opentaps login page

b. Click the main navigation tab: Parties & Users

c. Login using your administrative user ID and password

d. Click the create tab: Create

e. Click the link: Create New Person

f. On the form enter the two required fields, First Name, and Last Name

g. Complete all necessary profile information that you need, and can protect (Name is required; other items can be edited later.)

h. Click Save – at bottom of screen: [Save] The profile summary screen opens and displays a new user ID number at the top.

i. Click the Role(s) tab at top of the screen: Role(s)

j. In the Member Roles box, click the drop down box and select a role to add.

k. Click the Add button: [Add]

l. Add additional roles required for the user. If your user will become a Sales Team or Account Team member then specific roles and security group associations are required. Refer to Creating New Team Members for more information.

m. Click the Profile tab at top of page: Profile Look down the page to find the Contact Information box. You can start creating the contact information for your new user anytime, using this box and the button: [Create New]

n. Create the new user's Login/Password info. Look down the page for User Name(s) Click Create New on the right hand side of the section: [Create New]

p. Fill in a new User Login ID (a login name)

q. Provide the Password in the two spaces provided (for verification)

r. Still in the User Name(s) box, click: [Security Groups]

s. Click drop down - - Add Security Group(s) to this User Login consistent with their assigned Roles (actual job responsibilities), plus any Role that they will be assigned within the Account Teams if this is relevant. If the user will be a Warehouse Team member then assign them one of the security groups beginning with [WRHS_...]. Also, see the note at the end of this page.

t. Click: [Add] to assign the security group.

This completes the minimum user creation steps.

Note: For Warehouse personnel it is necessary to perform an additional security configuration step as follows:

* Open the screen: Warehouse > Configuration Tab > [Team Members] button.
* Enter or Lookup the team member Party ID
* Select a Role for the team member.
* Click: [Add] to add the party to the Warehouse Team.