Customer wants to Add a new user. (make sure requestor is Finance Dr or HR Dr)
Ask for:
Name
Email Address
phone number, ext
modules
copy from another user?
Create New User:
System Administration
Security
User Profiles
click + button
give it a user ID (jsmith)
email address
phone number
enter first name in CYBERSUPPORT Web Login name. All caps
enter password: 123qwe (this is cybersupport password)
create new contact in Freshdesk
go back to RDA
turn on Browse List Label and Edit Text Browser
Ask customer about flags on Department/Suit tab
Do not create User Directory!!
Save
Add Security
System Administrator
Security
Copy Security Profile
select To and From
Assign Work Groups - allows to see E-Documents
System Administrator
Security
User Profiles
select User
Assign Work Groups
by User
Customer only wants certain modules
System Administrator
Security
User Profiles
select User
Module Security
review each Module and turn on/off
for each hidden module, check all boxes but leave Execute Functions false
Set up a password
System Administration
Security
Maintenance
Set WT Password
MUST range on User Identification (put username here)
New Password: password
click cog wheel
email user with username and password. Include instructions on how to reset password (cog wheel at top-fight of home screen)
For View only:
System Administrator
Security
User Profiles
select User
Module Security
Turn OFF the Delete and Write Flags and SAVE.
To inactivate a user:
System Administrator
Security
User Profiles
select the user
view
check Delete
Save
To reactivate a user:
System Administrator
Security
User Profiles
select the user
View
unselect Delete
Save
reassign Module Security
Adding Permissions (school within the county)
System Administrator
Security
User Profiles
select the user
View
Department Site
Load Department
Add Contact Information
Save
Check Printing Check Permissions (When user can’t print checks)
Pull up a user in security that already has the access set up.
Go to the Signatures tab and the appropriate signature file field.
Copy the signature file data to the user’s profile that cannot print.
Since the password is hidden, make a temporary change to the user that already has access to print on the password field, such as remove the last character of the password and click on cancel.
The error box will show the original and changed password. Copy the original password (exclude brackets) and save in the new user's password field and click save.
Be sure not to save changes on the original user's profile
Remote User with Custom Security:
Ask STACY !!
ARCHIVE = FAST/E-docs
BNKREC = Bank Rec
BFTMGT = Benefit Mgt
BUDPREP = Budget Prep
EMPABS = Employee Absentee
FINMGT = Financial Mgt
FIXASS = Fixed Assets
LVEMGT = Leave Mgt
OPENSS = Employee Self Serve
PAYROLL = Payroll
POSTRK = Position Tracking
PRSNNL = Personnel
PURORD = Purchase Orders
SUBMGT = Substitute Mgt
TIMEMGT = Time Mgt
VENPMT = Vendor Payments