Create a User - Revision history

Philip Lacey at 13:31, 26 February 2018

2018-02-26T13:31:27Z

Philip Lacey: /* Block 2 - Primary Contact Details */

2016-01-02T02:21:51Z

‎Block 2 - Primary Contact Details

Philip Lacey at 01:18, 2 January 2016

2016-01-02T01:18:59Z

Philip Lacey at 01:15, 2 January 2016

2016-01-02T01:15:41Z

Philip Lacey at 21:58, 11 August 2014

2014-08-11T21:58:30Z

Philip Lacey at 20:27, 11 August 2014

2014-08-11T20:27:23Z

Philip Lacey at 00:19, 22 March 2014

2014-03-22T00:19:06Z

Philip Lacey at 17:04, 15 March 2012

2012-03-15T17:04:04Z

Philip Lacey at 15:09, 15 March 2012

2012-03-15T15:09:16Z

Philip Lacey at 15:02, 15 March 2012

2012-03-15T15:02:11Z

← Older revision		Revision as of 13:31, 26 February 2018
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	However we must begin with a single user.		However we must begin with a single user.
		+
		+
		+	== Request New User ==
		+
		+
		+	It is possible to create an entire user from scratch with completely custom settings and abilities. This is done using ''Main Menu > System Access management > User Setup Request > Request New User''
		+
		+
		+	The screen removes the "status" element of the user and the user will only every be set to "Pending". The account will have no content access and the user will not be able to log in until the status is changed from "Pending".
		+
		+
		+
		+	== My Pending Requests ==
		+
		+
		+
		+	"My Pending Requests" gives the user who set up the request to view the users they have asked to be made live.
		+
		+

@@ Line 54: / Line 54: @@
 Work Contact Email.  This field is used for when the system sends notifications to users and also when the suppor team needs to be able to get in touch to be able to help.
-Department.  A user can only be a member of one department.  Departments can be very useful for billing and grouped reporting.  There are other mechanisms in bxp for being part of multiple teams [[Organogram_with_Group_Profiling]].  If you want to learn more about setting up a Departments [[Departments]]
+Department.  A user can only be a member of one department.  Departments can be very useful for billing and grouped reporting.  There are other mechanisms in bxp for being part of multiple teams [[Organogram_with_Group_Profiling]].  If you want to learn more about setting up a Departments [[System_Access_Management_-_Departments]]
 Role.  Like a department is a way to group users, role is a way of grouping users by job type.  The system will always have a General role immedateily available futher roles can be managed through System Access Management.
 Cost Centre.  For billing purposes, it is possible to group users into Cost Centres for later accounting purposes.
 ==== Block 3 - Primary Security Details ====

@@ Line 26: / Line 26: @@
 ==== Block 1 - System Details ====
-[[File:CreateAUser_001.png]]
+[[File:CreateAUser_001.png|800px]]
 Every user in the bxp system must have a unique name.  The firstname and surname of every user must be unique.  The title and middle initial are optional for clarity purposes.
@@ Line 46: / Line 46: @@
 ==== Block 2 - Primary Contact Details ====
-[[File:CreateAUser_002.png]]
+[[File:CreateAUser_002.png|800px]]
 Company Staff Id number is a useful field for inclusion of the users staff id in reports and data exports.
@@ Line 63: / Line 63: @@
 ==== Block 3 - Primary Security Details ====
-[[File:CreateAUser_003.png]]
+[[File:CreateAUser_003.png|800px]]
 This section is often filled in when advanced security options are required or integration with other toolss such as phone systems are required.  For most users this section will remain blank.
@@ Line 82: / Line 82: @@
 ==== Block 4 - Primary VOIP Details ====
-[[File:CreateAUser_004.png]]
+[[File:CreateAUser_004.png|800px]]
 If user is integrating with a click to dial phone system or in an environment which allows the phone system to be controlled from within bxp, these settings allow the phone system to be informed from bxp.  This is often referred to as "Click to Dial" technology.
@@ Line 100: / Line 100: @@
 ==== Block 5 - Interface Options ====
-[[File:CreateAUser_005.png]]
+[[File:CreateAUser_005.png|800px]]
 Interface bars allow bxp to be completely customised.  More information on these is available from [[Interface_Bars]]

@@ Line 70: / Line 70: @@
 IP Range:  This field takes IP address(es) that the user is allowed to log in from.
-External System Id:  When using the BEAPI [[BEAPI]], this is ther username of the user.
+External System Id:  When using the bxp_API [[bxp_API]], this is ther username of the user.
-External System Key:  When using the BEAPI [[BEAPI]], this is the password of the user.
+External System Key:  When using the bxp_API [[bxp_API]], this is the password of the user.
 Force Inactive Logout:  For advanced security set ups its possible to require the user to continually interact with the system to remain logged in.  This is very useful for very insecure remachines in public areas or very security concious environments.

@@ Line 32: / Line 32: @@
 The password can be set to anything, as the user will be asked to change it on their first login.  The easiest thing to do is to set the password to simply the word password.  Making it as easy as possible to log in should be a primary consideration.
----
+The status of the user will generally be set to live however there are a number of other statuses:
-Creating new users in BE is as easy as a walk in the park.
+==== Block 2 - Primary Contact Details ====
-<ul>
+[[File:CreateAUser_002.png]]
-Done and dusted :)
+Company Staff Id number is a useful field for inclusion of the users staff id in reports and data exports.
-----
+Work Contact Mobile.  The system has the ability to send text messages.  This field is mandatory and must contain 10 numbers.  Put in a dummy number if needed e.g. 0870000000.  If a user is having trouble having a contact number means the support team can get in touch quickly and directly.
-'''Couple of useful notes:'''
+Department.  A user can only be a member of one department.  Departments can be very useful for billing and grouped reporting.  There are other mechanisms in bxp for being part of multiple teams [[Organogram_with_Group_Profiling]].  If you want to learn more about setting up a Departments [[Departments]]
 . Although creating users is straight forward, it may be easier to "Copy" a user. As this will tick all the same sections and grant permissions identical to the copied user.
-. For mass user loading, BE allows a list of users to be uploaded and using an existing user as a template create as many users as you need. (Eazy-peazy)
+. For mass user loading, BE allows a list of users to be uploaded and using an existing user as a template create as many users as you need.
 . Often our users will "Add" a user using "User Setup Requests" and "Request New user". This user will not be live, but can be edited to change their status from "Pending" to "Live"
-----
+== Troubleshooting ==
-''Troubleshooting:''
+The most common trouble comes from spaces.  If you copy and paste in a name, please check that you haven't got a space at the end of the Firstname or the Surname.
-Passwords get forgotten.  The most useful approach is to reset the password to "password" and the system will request the user to update their password on next login.
+Passwords are often forgotten.  The most useful approach is to reset the password to "password" and the system will request the user to update their password on next login.

← Older revision		Revision as of 20:27, 11 August 2014
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		+	Creating a user is the most common primary task for any user journey. The bxp software (bxp) billing model is based on live users.
		+
		+	== Overview ==
		+
		+	There are a number of approaches to creating users but when just beginning with the system there is a logic progression.
		+
		+	The first job is to create a template user from which you can easily create other users.
		+
		+	With the template user in place you can mass upload users from an Excel spreadsheet or use the "copy user" function.
		+
		+	However we must begin with a single user.
		+
		+
		+	== Creating a template user ==
		+
		+	There is a big separation within bxp between function and content. Read more here [[Function_Vs._Content]]
		+
		+
		+	To add a user ''Main Menu > System Access Management [[File:016.png]] > User Administration > Add User - Security Details Only''
		+
		+
		+	When creating the user there are two major segments to page. The top half of the page is primary security details for the user. The second half is the modules and sectional groups which can be accessed.
		+
		+	=== Security Details ===
		+
		+	==== Block 1 - System Details ====
		+
		+	[[File:CreateAUser_001.png]]
		+
		+	Every user in the bxp system must have a unique name. The firstname and surname of every user must be unique. The title and middle initial are optional for clarity purposes.
		+
		+	The password can be set to anything, as the user will be asked to change it on their first login. The easiest thing to do is to set the password to simply the word password. Making it as easy as possible to log in should be a primary consideration.
		+
		+	---
		+
		+
		+
	'''Creating users in BE'''		'''Creating users in BE'''

← Older revision		Revision as of 00:19, 22 March 2014
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−	[[Category:System Access Management]]	+	[[Category:Module Specific:System Access Management]]
		+	[[Category:Topic:Security]]

@@ Line 4: / Line 4: @@
 <ul>
-<li>Log into the sysetm </li>
+<li>Log into the system </li>
 <li>From the Main Menu, find the module called System Access Management (SAM) </li>
 <li>In SAM, open up the "User Administration" section </li>

@@ Line 7: / Line 7: @@
 <li>From the Main Menu, find the module called System Access Management (SAM) </li>
 <li>In SAM, open up the "User Administration" section </li>
-<li><Click on "Add User - Security Details Only" /li>
+<li>Click on "Add User - Security Details Only" </li>
 <li>Then fill in the details and click the sections you want the user to have. </li>
 </ul>