Adding Users to Subscribe-HR

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==New Users==
 
==New Users==
 
When creating a new user you are defining what access they will have to the system.
 
When creating a new user you are defining what access they will have to the system.
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It is important to pay attention to the Security Groups and ensure the email address entered is correct.
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It is important to pay attention to the Security Groups and ensure the email address entered is correct. <br><br>Please note that the "Reset" button, allows you to Reset the Users Password. When you click this button, the user will be sent an e-mail to activate a "New Password"
 
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===Adding New Users===
 
===Adding New Users===
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# Select the Maintenance TAB.
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# After logging into the Subscribe-HR Subscribe-HR HCM Platform, select "MAINTENANCE" from the left hand side navigation.  
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# Select Users.
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# Select the <b>Users</b> Folder.
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# Select the create button.
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# Select the <b>[Add new record]</b> button.
 
# Enter the users first name in the <b>First name</b> text box.
 
# Enter the users first name in the <b>First name</b> text box.
 
# Enter the users last name in the <b>Last name</b> text box.
 
# Enter the users last name in the <b>Last name</b> text box.
 
# Enter the users email address in the <b>Email</b> text box.
 
# Enter the users email address in the <b>Email</b> text box.
 
# By Default <b>Allow Web Access</b> will be checked.
 
# By Default <b>Allow Web Access</b> will be checked.
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# Select the Security Groups you wish the user to be a part of.
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# Select <b>Allow API Access</b> if required.
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# Select the Save button.
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# Select the Security <b>Groups</b> you wish the user to be a part of.
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<b>Fields marked in bold are mandatory and must be filled in before the KPI Sub Type can be saved</b>
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# Select the [Save] button.
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<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
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Once you save the user Record, they will be sent an e-mail automatically with their login details enclosed. Once logged in, the user can then change their password.<br>
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<b>Activation links will expire after 48 hours</b>
  
 
===Important notes===
 
===Important notes===
 
# Ensure the Email address entered in is correct. The confirmation to login is sent to this email address.
 
# Ensure the Email address entered in is correct. The confirmation to login is sent to this email address.
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# If you have set-up Roles, you can assign Roles to users.<br><i><b>Example:</b> 4 HR Managers, who belong to the HR Manager Role. The Workflows/Reminders can be set-up to send to a specific role, allowing anyone who belongs to that role, to complete the Task/Workflow.</i>
  
 
===Security Groups Explained===
 
===Security Groups Explained===
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All users are assigned to one or more Security Groups. Security Groups define
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See [[Editing-security-permissions#Security_Groups_Explained|Security Permissions-Security Groups Explained]].<br>
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the users permissions within the system (this is what data the user can see and what functions and access the user has over changing the data).
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User permissions can be set for Create, Update, Delete, Archive, Import, Export and View.
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In the below example we can see that if this Security Group is assigned to the user then the user would be able to <br> Create, Update, Delete and View the Employee Record and Employee Training Records, However will ONLY be able to View Employee Medical information.
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[[File:permissions_log.gif]]
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===Adding New Group===
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See [[Editing-security-permissions#Adding_New_Group|Security Permissions-Adding New Group]].<br>
  
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===Deleting a Group===
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See [[Editing-security-permissions#Deleting_a_Group|Security Permissions-Deleting a Group]].<br>
  
 
===Multiple Security Groups Assigned to a User===
 
===Multiple Security Groups Assigned to a User===
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When multiple Security Groups are assigned to a user the security permissions of each Security Group are merged together.
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See [[Editing-security-permissions#Multiple_Security_Groups_Assigned_to_a_User|Security Permissions-Multiple Security Groups Assigned to a User]].<br>
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If you can imagine 2x Overhead Projector sheets, One sheet with 3x ticks on it and the second sheet with 2x ticks on it,
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See also:<br>
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<br>
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[[Assigning-additional-permission-groups|Assigning Additional Permission Groups]]<br>
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When you place these two sheets together you end up with 5x ticks visible.
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[[Editing-security-permissions|Editing Security Permissions]]<br>
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Example: Security Group A as above allows for the user to be able to <br> Create, Update, Delete and View the Employee Record and Employee Training Records, and ONLY be able to View Employee Medical information.
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If we now assign Security Group B to the same user, and Security Group B allows the user to Create, Update and Delete the Employee Medical information,
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We suddenly have an effect of the user being able to Create, Update, Delete and View the Employee Record and Employee Training Records, and Employee Medical information.
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[[File:subscribehr_logo.gif]]
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<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 23:32, 4 December 2018

New Users

When creating a new user you are defining what access they will have to the system. It is important to pay attention to the Security Groups and ensure the email address entered is correct.

Please note that the "Reset" button, allows you to Reset the Users Password. When you click this button, the user will be sent an e-mail to activate a "New Password"

Adding New Users

  1. After logging into the Subscribe-HR Subscribe-HR HCM Platform, select "MAINTENANCE" from the left hand side navigation.
  2. Select the Users Folder.
  3. Select the [Add new record] button.
  4. Enter the users first name in the First name text box.
  5. Enter the users last name in the Last name text box.
  6. Enter the users email address in the Email text box.
  7. By Default Allow Web Access will be checked.
  8. Select Allow API Access if required.
  9. Select the Security Groups you wish the user to be a part of.
  10. Select the [Save] button.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.

Once you save the user Record, they will be sent an e-mail automatically with their login details enclosed. Once logged in, the user can then change their password.

Activation links will expire after 48 hours

Important notes

  1. Ensure the Email address entered in is correct. The confirmation to login is sent to this email address.
  2. If you have set-up Roles, you can assign Roles to users.
    Example: 4 HR Managers, who belong to the HR Manager Role. The Workflows/Reminders can be set-up to send to a specific role, allowing anyone who belongs to that role, to complete the Task/Workflow.

Security Groups Explained

See Security Permissions-Security Groups Explained.

Adding New Group

See Security Permissions-Adding New Group.

Deleting a Group

See Security Permissions-Deleting a Group.

Multiple Security Groups Assigned to a User

See Security Permissions-Multiple Security Groups Assigned to a User.

See also:
Assigning Additional Permission Groups
Editing Security Permissions



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