Page Comparison

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The User List displays the usernames, salutations, linked staff, organisational links, the number of times each user has logged in and the active/inactive state of the users. Clicking the hyperlinked username will take you to the Manage Users screen.

To access the user list, go to Administration > Users > User List.

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The user accounts are created after adding staff members via Staff screen.

• STEP 1: To access the Manage Users area, navigate to the Administration > Manage Users

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• STEP 3: Type in a username and welcome salutation. Consider using the same naming protocol as in your network. This saves users from having to remember more than one username. Where the system is self-hosted, integration with Active Directory can ensure a universal logon for your users.

• STEP 4: Select a security role for a user. You can select a combination of security roles for a user, however the highest security level will override the lower levels. If one role allows you permission to carry out a certain action and another role doesn’t, the user WILL be allowed to carry out that action. For example, if a User has Reader AND Director permissions, he or she WILL be allowed to update actions within the Directorate. See See the section Security for more information.

• STEP 5: Select the name of the staff member from the 'Linked Staff' drop-down list. The linked staff member must be the same person as you are setting up the login for (which is set up within the the Staff area). This linkage allows the system to recognize the user and display the homepage responsibilities correctly.

• STEP 6: Define a password and set the user as Active by ticking the box. Inactive users will not appear in Staff lists throughout the system.

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Before assigning this security level ensure that the 'Show system period pane' setting is switched on so that after rollover stage 1, you will be able to view the system period 'current period/next period' buttons.

If the setting 'Enable System Period Permission Boost' is switched on, then all users will see the next period automatically (i.e. you don't have to go through and give this security level to all users).

Please see the rollover for more information.

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• STEP 5: Click 'REMOVE' to unlink any staff member from the selected organisational hierarchy. The "unlinked" staff member is then displayed on the right side of the screen.

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