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Home > EMResource > Guide - EMResource Users > Create a User


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Administrators with the appropriate rights can add users to specific regions. The user account allows an individual to log in and access information in EMResource. Some users can also update resource statuses and create events.Image RemovedCreating a new user account involves defining profile details, assigning a role or roles, assigning one or more views, and more.

Roles and rights are assigned during the user creation process. The roles you assign to users govern the views and features that are available to them. Specifically, a role grants a predefined set of rights.

You can specify the region views to which the user has access, including the user's default view. If your region has mutual aid agreements set up with other regions, you can allow this user to have access to viewing one or more them. This feature may be particularly appropriate for those along regional borders.

While creating the user's profile, you will specify the resources to which this the user has access, and the type of access that user has. For example, you can specify that the user can only view the resource or allow the user to update the resource's status or run reports. Refer to About Users for more information.

In addition, you can access this new user's notification preferences after you save this new account. Refer to Edit a User for details.

Creating a new user account involves defining profile details, assigning a role or roles, assigning one or more views, and more.

Several filters are available to you There are filters available at the top of the Resource Rights section of the Create New User page. In addition to filtering by resource type or searching by nameview, you can filter the list of resources by the rights you can assign in this section: association with the resource, update status, run reports, view resource, and administer users.

Note: You must have a voice phone number on your profile to receive event notifications by phone.

Note: This right is usually reserved for resource administrators, and is used in conjunction with User Can Assign Role options specified in the User Type & Roles section.

To change a user's login email, you must simply create a new account with the new login email and deactivate or delete the account with the old login email.

Important: If you want the person to have access to the solution, you must provide a login email. Then, the person will receive a welcome email, through which they must activate their account. For more information, go to Account ActivationTip: Rights that have a red asterisk (*) next to the name already exist for the user because they are inherent to their selected roles.

To create a user

  1. Point to Setup and in In the main menu, click Setup and then click Users. The Users List List opens.
  2. Click Create New User. The Create New User page opens.
  3. In the User Profile section, enter this information.

    FieldDescription

    Username

    Unique identification

    ; the username is

    previously/temporarily used as part of

    the login credentials that the user must enter.

    Note: The username must be unique. Click Check Username. If the username is already in us confounding user administration efforts with a duplicate user.

    Initial Password

    Initial password that will be shared with the user so they can access the solution.

    Confirm Password

    Confirmation of the initial password.

    their login process.

    Login Email

    Email address to which the person has access to receive and respond to emails.

    Full Name

    First and last name of the user as it

    will

    should appear in the solution. For example,

    Alex

    Alexa Smith.

    First Name, Middle Name, Last Name

    First, middle, and last name of the

    user

    person.

    Organization

    Organization to which the

    user belongs to.

    Login E-Mail

    Email address used to log in and access a private or shared account, offering personal control over the password and password reset options on a shared account. After creating a login email, you need to use this instead of your username to log in to EMResource

    person belongs.

    Administrative Comments

    Comments from the administrator adding or editing the user profile.

    Shared Account

    Indicates that the account will be used by two or more people who operate in a common capacity. 

  4. In the Notifications section, click Add in the In the Contact Information section, click + Contact Method and, in the list, click Email, Text, Pager, and/or Voice. The corresponding field appears.
  5. Enter the person’s email address or text, pager, or voice number sections to enter the corresponding addresses and numbers.
    Note: You The person must have a voice phone number contact details on your their profile to receive event notifications by phone.
  6. In the User Type & Roles Notification Preferences section, for each contact method select or clear the checkboxes for Receive Notifications, Include Resource Summary, and Excluding during time range.
  7. In the Roles and Rights section, take these actions.

    1. In the User Has Role column, select the role or roles (and by default, the associated rights) that you want the user to have.
    2. If you want the user to be a resource administrator, in the User Can Assign Role column, select the role or roles this user can manage. This setting works in conjunction with the Administer Users option that is specified in the Resource Rights

    In the Views section, enter this information.

    Field

    Description

    Default View

    First page the user sees every time they log in to EMResource.

    Views in This Region

    Regional views this user can access.

    View Other Regions

    Views of other regions this user can access (these are read-only views).

  8. In the Resource Rights section, use the filter or search options to find specific resources.
  9. If you want to…

    Then…

    Assign roles,

    1. Click Select Assigned Roles. The Assigned Roles window opens.
    2. Select the checkboxes for the roles you want to grant this person.
    3. Click Close.

    Remove roles,

    In this section:

    To remove one role, on that chip, click the X icon. To remove all roles, click Clear.

    Assign roles this person administers,

    1. Click Select Roles to Administer. The Roles to Administer window opens.
    2. Select the checkboxes for the roles you want this person to administer.
    3. Click Close.

    Remove roles this person administers,

    In this section:

    To remove one role, on that chip, click the X icon. To remove all roles, click Clear.

    Add specific rights,

    1. Click Select Rights. The Rights window opens.
    2. Select the checkboxes for the rights you want this person to have.
    3. Click Close.

    Remove specific rights,

    In this section:

    To remove one right, on that chip, click the X icon. To remove all rights, click Clear.

  10. In the Views section, take these actions.

    If you want to…

    Then…

    Assign views,

    1. Click Select Views. The Views window opens.
    2. Select the checkboxes for the views you want this person to have.
    3. Click Close.

    Remove views,

    In this section:

    To remove one view, on that chip, click the X icon. To remove all views, click Clear.

    Assign other region views,

    1. Click Select Other Region Views. The Other Region Views window opens.
    2. Select the checkboxes for the views you want this person to have.
    3. Click Close.

    Remove other region views,

    In this section:

    To remove one view, on that chip, click the X icon. To remove all views, click Clear.



  11. To identify this person’s home page, in the Home section, click View, Custom View, Map, or Dashboard.
  12. If you select View in step 9, in the Default View list, select the view.
  13. In the Resource Rights section, locate and select the resources to which you want this person to have access to resources.
      • View (required for any other rights to be applicable), which offers access to information about the resource through views, events, and other tools. Refine allows you to limit resource view rights by status type.
      • Associated
    As appropriate, select or clear the check boxes to allow the user access to resources.
      Associated With
      • , which links the user to the resource, as a participant for inclusion in notifications, events, and reports.
      • Update
      Status
      • , which grants the access and opportunity to update resource statuses.
      Run
      • Reports, which grants the access and opportunity to run general reports about the resource. Access to various reports is further controlled through.
    1. View Resource (required for any other rights to be applicable), which offers access to information about the resource through views, events, and other tools. Refine allows you to limit resource view rights by status type.
      • Administer Users, which grants the user control to create, edit, and otherwise manage users that are associated with a resource. As appropriate, expand
      the
      • the Advanced Options section to take these actions.
        Note: This right is usually reserved
      for with
      • with User Can Assign
      Role
      • Role options specified in the User Type & Roles
      section.
    As appropriate, expand the Advanced Options
      • section
    to take these actions.
    1. For IP Range for login, enter the range of IP addresses from which the user can access EMResource.
    2. In the Additional User Rights section, select or clear the check boxes to grant the individual user specific rights.
      Tip: Rights that have a red asterisk (*) next to the name already exist for the user because they are inherent to their selected roles
      • .
  14. Click Save.