/
Update User Account

Update User Account

Owned by Rohith Natram
Last updated: Apr 24, 2022 by Devina Dev (Unlicensed)


Business Rules

  • Location Must be created and mapped prior to updating user accounts
  • You must update your user account to include the location in your navigator view

Step-by-step Instructions:

Step-by-step guide

  1. Click on the Setup Icon
  2. Click on the Security menu item.
  3. Click on the Users menu item.



  4. Enter the details in the search bar for the user i.e. first name. (Note not all fields need to be completed to search).
  5. The system will generate a list of user(s) based on the search criteria entered in step 4.




     

Assign Application Permissions

  1. Click on the Setup Icon
  2. Click on the Security menu item.
  3. Click on the Users menu item.



  4. Enter the details in the search bar for the user i.e. first name. (Note not all fields need to be completed to search).
  5. Select the user by clicking on the blue hypertext. (Last Name or First Name).


  6. Select the Application Permission tab.
  7. Select a role for each desired location from the dropdown list under the Module Permission tab.
  8. Click on the Save button.





Assign Application Permissions Key Fields

Note: In the Current Release there are roles available for Incident Management, Activity Management, and Performance Management. Other Modules that are displaying are for future release. All Smith’s employees are created as user of the system with the least amount of permissions. These roles will be marked Feed User in the role Title. 

  • Any role name containing User will allow those users to add/edit records for that module.
  • Any role name with Viewer will allow only view only access.
  • Any role name with Admin are allowed to add/edit all records for that location

Next Steps

Submit ticket to support with the new location information to update the HRMS Mapping Table.

Field Information Table

Field NameDetails/Description











© 2018 ProcessMAP Corporation, All Rights Reserved Confidential, may not be disclosed without the express permission of ProcessMAP Corporation