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Creating a New User Account

Creating a New User Account

Owned by Helen Ramsay
Last updated: Sept 23, 2020 by Soumya Mohanty

User accounts can be created at a corporate level or location level.

  • Corporate Level User Creation - Administrators can provide scope to multiple locations and assign corporate administrative permissions to users from the Security tab. The following tabs will be available when creating a new user at a corporate level:
    • Details
    • Scope
    • System Permissions
    • Administrative Permissions
    • Application Permissions
    • Manage Groups

Pre-requisite:

In order to create a corporate user, the administrator must have permissions to the Security component in the Setup.


  • Location Level User Creation - Site Administrators can provide access to the selected location and assign location roles/permissions the user will have in the application. The following tabs will be available when creating a new user at a location level:
    • Details 
    • Application Permissions
    • Manage Groups


On This Page: 

Step-by-step Instructions:

Creating a New User at the Corporate Level: 

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




  4. Click the Add button. 




  5. Set kiosk mode session type
  • Provide a checkbox to set a KIOSK user in the user detail screen
  • KIOSK user will have all the functionality similar to a normal user 
  • KIOSK users can have an SSO or NON-SSO login type 
  • Once KIOSK user will log in to the application, it will not ask for resetting the user's session until the user logs out manually. This will help with common access to the system.
  • System View for "KIOSK User"  in the User List screen

Filter KIOSK-type user in the user list 

  1. Complete the Details tab.
  2. Click the Save button. 


  3. Click the Ok button to assign locations to the user account.



    Assign Scope (Locations) to User Account


  4. Click the Scope tab.
  5. Select the Locations the user will have access to.
  6. Click on the Save button.

    Note:

    Some systems have more than one by group.  Locations can be assigned to users in all available by groups.

     If more than one by the group has been created, a different by group can be selected from the drop down menu.

    To change the user’s scope click the Edit button, check the locations to be included in the user’s scope for the selected by group and click the Save button.



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  7. Click on the Ok button to continue. 

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    Assigning System Permissions

  8. Click the System Permissions tab to provide system administration permissions for various components within the Setup menu.
  9. Select the System Administration Role from the drop down menu. 
  10. Click on the Save button.

  11. Click the Ok button to continue.

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    Assigning Administrative Permissions

  12. Click on the Administrative Permissions tab to provide access to the Security component under Setup. 
  13. Select a General Administration Role from the drop down menu. 
  14. Click on the Save button. 



  15. Click on the Ok button to continue

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    Assigning Application Permissions


  16. Click the Application Permissions tab to provide access to the modules.
  17. Select the Role from the drop down menu next to each module the user should have access to.
  18. Click the Save button.

  19. Click the Ok button.


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