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:

  1. System Administration

  2. Security

  3. User Profiles

  4. click + button

  5. give it a user ID (jsmith)

  6. email address

  7. phone number

  8. enter first name in  CYBERSUPPORT Web Login name. All caps

  9. enter password: 123qwe (this is cybersupport password)

  10. create new contact in Freshdesk

  11. go back to RDA

  12. turn on Browse List Label and Edit Text Browser

  13. Ask customer about flags on Department/Suit tab

  14. Do not create User Directory!!

  15. Save


Add Security

  1. System Administrator

  2. Security

  3. Copy Security Profile

  4. select To and From


Assign Work Groups - allows to see E-Documents

  1. System Administrator

  2. Security

  3. User Profiles

  4. select User

  5. Assign Work Groups

  6. by User


Customer only wants certain modules

  1. System Administrator

  2. Security

  3. User Profiles

  4. select User

  5. Module Security

  6. review each Module and turn on/off 

  7. for each hidden module, check all boxes but leave Execute Functions false


Set up a password

  1. System Administration

  2. Security

  3. Maintenance

  4. Set WT Password

  5. MUST range on User Identification (put username here)

  6. New Password: password

  7. click cog wheel

  8. email user with username and password. Include instructions on how to reset password (cog wheel at top-fight of home screen)


For View only:

  1. System Administrator

  2. Security

  3. User Profiles

  4. select User

  5. Module Security

  6. Turn OFF the Delete and Write Flags and SAVE.


To inactivate a user:

  1. System Administrator

  2. Security

  3. User Profiles

  4. select the user

  5. view

  6. check Delete

  7. Save


To reactivate a user:

  1. System Administrator

  2. Security

  3. User Profiles

  4. select the user

  5. View

  6. unselect Delete

  7. Save

  8. reassign Module Security




Adding Permissions (school within the county)

  1. System Administrator

  2. Security

  3. User Profiles

  4. select the user

  5. View

  6. Department Site

  7. Load Department

  8. Add Contact Information

  9. Save

Check Printing Check Permissions (When user can’t print checks)

  1. Pull up a user in security that already has the access set up.

  2. Go to the Signatures tab and the appropriate signature file field.

  3. Copy the signature file data to the user’s profile that cannot print.

  4. 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.

  5. 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.

  6. 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