Difference between revisions of "Create a User"

Revision as of 21:27, 11 August 2014

Creating a user is the most common primary task for any user journey. The bxp software (bxp) billing model is based on live users.

1 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.

2 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 > 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.

2.1 Security Details

2.1.1 Block 1 - System Details

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.

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Creating users in BE

Creating new users in BE is as easy as a walk in the park.

• Log into the system
• From the Main Menu, find the module called System Access Management (SAM)
• In SAM, open up the "User Administration" section
• Click on "Add User - Security Details Only"
• Then fill in the details and click the sections you want the user to have.

Done and dusted

Couple of useful notes:

1. 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.

2. 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)

3. 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:

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.