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Create a User

658 bytes added, 14:31, 26 February 2018
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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.
 
 
==== Block 1 - System Details ====
[[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.
==== Block 2 - Primary Contact Details ====
[[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.
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 [[DepartmentsSystem_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 ====
[[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.
==== Block 4 - Primary VOIP Details ====
[[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.
==== Block 5 - Interface Options ====
[[File:CreateAUser_005.png|800px]]
Interface bars allow bxp to be completely customised. More information on these is available from [[Interface_Bars]]
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