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You can quickly add a user to EMSupply and specify the level of access, including the user's role and domains.

Note: Before adding a user account, search for the user to ensure you do not enter a duplicate account. In reviewing your search results, you may find that you can import a user from another Juvare solution.

Before you add the user, select the domain to which you want to add the user. For example, if the user should have access to your region and its locations, change your location to the region domain. If the user should have access to only a single location, select that location domain.

Note the following about user accounts:

  • Usernames must be unique. To check whether the username is already in use, use the Check feature in the Account Create
  • If you enter a username that is currently in use, a message appears that indicates the name is not available. You must enter a different username for this
  • All required fields are marked with a red asterisk (*). You will not be able to save the user account until you have provided all required
  • The default role for a new user is Standard. If appropriate, change the role by selecting Administrator or View Only.
To enter profile information
  1. On the Settings tab, click Users. The Users page opens.
  2. Click change location at the top of the left pane. The domain pick list opens.
  3. Expand the domain hierarchy, as necessary, and select the appropriate domain from the pick The left pane shows the users for this domain.
  4. Click Add User at the bottom of the left pane. Add User opens in the right pane.
  5. Enter the user's last name and click Search. If the solution finds any accounts with that last name, they appear in the right pane.
  6. Proceed to the appropriate next steps, as follows:
    • Account appears in the list (step 7)
    • Account does not appear in the search results (step 8)
    • Solution did not find any matching accounts (step 9)
  7. If the user account appears in the list:
    1. Click the user's Select The Account For (username) drawer opens showing the user's current information.
    2. Add to or change the user information, as appropriate.
    3. Click Save.
    4. Go to the role procedure.
  8. If the user does not appear in the list of accounts:
    1. Click No, Create New. The Account Create drawer opens.
    2. Enter the new user's username.
    3. Click Check to make certain the username is available.
    4. Enter the user's password, name, and contact information.
    5. Click Save.
    6. Go to the role procedure.
  9. If the solution does not find any accounts for that last name, the Account Create drawer opens:
    1. Enter the new user's username.
    2. Click Check to make certain the username is available.
    3. Enter the user's password, name, and contact information.
    4. Click Save.
    5. Go to the role procedure.
To assign a role

By default, this new user will have the standard role at the currently selected domain. Use this procedure if the user should have a different role at this domain.

  1. On the Settings tab, click Users. The Users page opens.
  2. On the lower right, click the Role drawer.
  3. Click Administrator, View Only, or Standard.
  4. Click Save.

If you want to add access to other domains, refer to the change domain access procedure.

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