Difference between revisions of "Add a New User"

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To add a new IMSMA user:
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To add a new User:
 
<ol>
 
<ol>
 
<li>From the '''Accounts''' menu, select '''Users'''.</li>  
 
<li>From the '''Accounts''' menu, select '''Users'''.</li>  
:The User List window displays
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The User List window displays
 
<li>Click the [[File:FieldTemplateIcon.png|20px]] button.</li>
 
<li>Click the [[File:FieldTemplateIcon.png|20px]] button.</li>
:The User Editor window displays.
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The User Editor window displays.
<li>Enter a unique identifier for the user in the '''User ID''' field.</li>  
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<li>Enter a unique identifier for the User in the '''User ID''' field.</li>  
<li>Enter the name of the user in the '''User Name''' field.</li>  
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<li>Enter the name of the User in the '''User Name''' field.</li>  
<li>Select one of the following status options for the user:</li>
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<li>Select one of the following status options for the User:</li>
*''Active'' – this user account can be used to access IMSMA
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*''Active'' – this User account can be used to access IMSMA
*''Inactive'' – this user account cannot be used to access IMSMA
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*''Inactive'' – this User account cannot be used to access IMSMA
<li>Enter the user password in the '''Password''' field.</li>
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<li>Enter the User password in the '''Password''' field.</li>
 
</ol>
 
</ol>
  
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<ol start="7">
 
<ol start="7">
<li> Re-enter the user password in the '''Confirm Password''' field. </li>
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<li> Re-enter the User password in the '''Confirm Password''' field. </li>
<li> Perform the following actions to assign roles to or remove roles from the user: </li>
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<li> Perform the following actions to assign roles to or remove roles from the User: </li>
  
  
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! '''If you want to..'''!! '''Perform these steps..'''
 
! '''If you want to..'''!! '''Perform these steps..'''
 
|-
 
|-
| Assign selected role(s) to a user. || Select the role(s) that you would like to assign to the user from the Available Roles list.</li>
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| Assign selected Role(s) to a User. || Select the Role(s) that you would like to assign to the User from the Available Roles list.</li>
 
# Click the[[File:AssignPermission.png|20px]] button.   
 
# Click the[[File:AssignPermission.png|20px]] button.   
 
|-
 
|-
| Assign all roles to a user. || Click the [[File:AssignPermissions.png|20px]] button.   
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| Assign all Roles to a User. || Click the [[File:AssignPermissions.png|20px]] button.   
 
|-
 
|-
| Remove selected role(s) from a user. || Select the role(s) that you would like to remove from the user from the Assigned Roles list.
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| Remove selected Role(s) from a User. || Select the Role(s) that you would like to remove from the User from the Assigned Roles list.
 
#Click the [[File:RemovesPermission.png|20px]] button.</li>
 
#Click the [[File:RemovesPermission.png|20px]] button.</li>
 
|-
 
|-
| Remove all roles from a user. || Click the [[File:RemovesPermissions.png|20px]] button.
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| Remove all Toles from a User. || Click the [[File:RemovesPermissions.png|20px]] button.
 
|}
 
|}
  
<li> Do one of the following:</li>
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<li>To add the User, click the '''Save''' button. </li>
:*To add the user, click the '''Save''' button.  
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If the User is added successfully, the message “A new user was successfully created” displays and the user will be listed in the User List window.
:::If the user is added successfully, the message “A new user was successfully created” displays and the user will be listed in the User List window.
 
  
  
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|}
 
|}
 
   
 
   
:*To discard the user information and close the User Editor window, click the '''Cancel''' button.
 
 
</ol>
 
</ol>
  
 
{{NavBox HowTo Users and Roles}}
 
{{NavBox HowTo Users and Roles}}
  
[[Category:ELR]]
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[[Category:NAA]]

Revision as of 18:10, 26 September 2016

To add a new User:

  1. From the Accounts menu, select Users.
  2. The User List window displays

  3. Click the FieldTemplateIcon.png button.
  4. The User Editor window displays.

  5. Enter a unique identifier for the User in the User ID field.
  6. Enter the name of the User in the User Name field.
  7. Select one of the following status options for the User:
    • Active – this User account can be used to access IMSMA
    • Inactive – this User account cannot be used to access IMSMA
  8. Enter the User password in the Password field.
Note.jpg The password is case-sensitive.
  1. Re-enter the User password in the Confirm Password field.
  2. Perform the following actions to assign roles to or remove roles from the User:

  3. If you want to.. Perform these steps..
    Assign selected Role(s) to a User. Select the Role(s) that you would like to assign to the User from the Available Roles list.
    1. Click theAssignPermission.png button.
    Assign all Roles to a User. Click the AssignPermissions.png button.
    Remove selected Role(s) from a User. Select the Role(s) that you would like to remove from the User from the Assigned Roles list.
    1. Click the RemovesPermission.png button.
    Remove all Toles from a User. Click the RemovesPermissions.png button.
  4. To add the User, click the Save button.
  5. If the User is added successfully, the message “A new user was successfully created” displays and the user will be listed in the User List window.


    The following errors may occur:

    Error: Cause:
    Please enter a unique user ID. The user ID is already assigned to another user.
    Please enter a user ID. You did not enter a user ID.
    Please enter a name for the user. You did not enter a name for the user.
    Please enter a password for the user. You did not enter a password.
    Please re-enter the password for the user in the Confirm Password field. You did not re-enter the password in the Confirm Password field.
    Please assign at least one role to the user. You did not assign any roles to the user.