Difference between revisions of "Add a New User"

From IMSMA Wiki
Jump to: navigation, search
 
(22 intermediate revisions by 4 users not shown)
Line 1: Line 1:
{{HowTo's
 
|[[HowTo:Add a New User|Add a New User]]
 
|[[HowTo:View and/or Change a User|View and/or Change a User]]
 
|[[HowTo:Deactivate a User|Deactivate a User]]
 
}}
 
 
To add a new IMSMA user:
 
 
<ol>
 
<ol>
<li>From the '''Accounts''' menu, select '''Users'''.</li>  
+
<li>In  the '''Accounts''' menu &rarr; '''Users'''.</li>
:The User List window displays
+
[[Image:User list1.png|500px|center]]<br/>
<li>Click the [[File:Add.png|20px|<span title=""></span>]] button.</li>
+
<li>Click the [[File:FieldTemplateIcon.png|20px]] button.</li>
:The User Editor window displays.
+
[[Image:New user.png|500px|center]]<br/>
<li>Enter a unique identifier for the user in the '''User ID''' field.</li>  
+
<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>  
+
<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>
+
<li>Select one of the following status options for the User:</li>
*''Active'' – this user account can be used to access IMSMA
+
*''Active'' – this User account can be used to access IMSMA
*''Inactive'' – this user account cannot be used to access IMSMA
+
*''Inactive'' – this User account cannot be used to access IMSMA
<li>Enter the user password in the '''Password''' field.</li>
+
<li>Enter the User password in the '''Password''' field.</li>
 +
</ol>
  
{| class="wikitable"
+
{{note| The password is case-sensitive.}}
|-
 
|[[File:LightBulb.png|20px|<span title=""></span>]]  The user ID and password are case-sensitive.
 
|}
 
  
<li> Re-enter the user password in the '''Confirm Password''' field. </li>
+
<ol start="7">
<li> Perform the following actions to assign roles to or remove roles from the user: </li>
+
<li> Re-enter the User password in the '''Confirm Password''' field. </li>
 +
<li> Perform the following actions to assign roles to or delete roles from the User: </li>
  
  
Line 31: Line 23:
 
! '''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>
+
| 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.
# Click the[[File:Assigns Select.png|20px|<span title=""></span>]] button.   
+
Click the [[File:AssignPermission.png|20px]] button.   
 
|-
 
|-
| Assign all roles to a user. || Click the [[File:Assigns All.png|20px|<span title=""></span>]] button.   
+
| 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.
+
| Delete selected Role(s) from a User. || Select the Role(s) that you would like to delete from the User from the Assigned Roles list.
#Click the [[File:Removes Select.png|20px|<span title=""></span>]] button.</li>
+
 
 +
Click the [[File:RemovesPermission.png|20px]] button.
 
|-
 
|-
| Remove all roles from a user. || Click the [[File:Removes All.png|20px|<span title=""></span>]] button.
+
| Delete all Toles from a User. || Click the [[File:RemovesPermissions.png|20px]] button.
 
|}
 
|}
  
<li> Do one of the following:</li>
+
<li>To add the User, click the '''Save''' button. </li>
:*To add the user, click the '''Save''' button.  
+
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.
+
 
  
The following errors may occur:
+
The following errors may happen:
  
 
{| class="wikitable"
 
{| class="wikitable"
Line 65: Line 58:
 
|}
 
|}
 
   
 
   
:*To discard the user information and close the User Editor window, click the '''Cancel''' button.
+
</ol>
 +
 
 +
{{NavBox HowTo Users and Roles}}
 +
 
 +
[[Category:NAA]]

Latest revision as of 18:28, 17 June 2017

  1. In the Accounts menu → Users.
  2. User list1.png

  3. Click the FieldTemplateIcon.png button.
  4. New user.png

  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 delete 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.

    Click the AssignPermission.png button.

    Assign all Roles to a User. Click the AssignPermissions.png button.
    Delete selected Role(s) from a User. Select the Role(s) that you would like to delete from the User from the Assigned Roles list.

    Click the RemovesPermission.png button.

    Delete 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 happen:

    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.