Adding Users to Subscribe-HR

From Subscribe-HR Wiki Help
Jump to: navigation, search
(→‎Adding New Users)
 
(21 intermediate revisions by the same user not shown)
Line 10: Line 10:
  
 
===Adding New Users===
 
===Adding New Users===
−
# Select the Maintenance TAB.
+
# After logging into the Subscribe-HR Subscribe-HR HCM Platform, select "MAINTENANCE" from the left hand side navigation.  
−
# Select Users.
+
# Select the <b>Users</b> Folder.
−
# Select the create button.
+
# 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.
−
# Select the Security Groups you wish the user to be a part of.
+
# Select <b>Allow API Access</b> if required.
−
# Select the Save button.
+
# Select the Security <b>Groups</b> you wish the user to be a part of.
−
<b>Fields marked in bold are mandatory. 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.</b>
+
# Select the [Save] button.
 +
 
 +
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
 +
 
 +
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>
 +
 
 +
<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.
−
# If you have set-up Roles, you can assign Roles to users. E.g. 4 HR Managers, who belong to the HR Manager Role. The Workflows/Reminders can be set-up to send to a specific role, allowing anything who belongs to that role, to complete the Task/Workflow.
+
# 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===
−
All users are assigned to one or more Security Groups. Security Groups define
+
See [[Editing-security-permissions#Security_Groups_Explained|Security Permissions-Security Groups Explained]].<br>
−
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).
+
 
−
<br>
+
===Adding New Group===
−
User permissions can be set for View, Update, Create and Delete. The additional options are: View (By Manager), Update (By Manager), Create (By Manager), Delete (By Manager). These options relate to how the manager can interact with their teams records. The Orange X's signify that the settings and standard (Hard Coded) to ensure that Employee and Manager interaction can be perform easily and logically.
+
See [[Editing-security-permissions#Adding_New_Group|Security Permissions-Adding New Group]].<br>
−
<br>
+
−
<br>
+
−
[[File:Permissions 1.jpg ]]
+
  
 +
===Deleting a Group===
 +
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===
−
Multiple Security Groups can be assigned to users. If multiple Groups have been assigned to a user, they can flick between these Groups by using the "Change Groups" or "Group Flicker" function located at the top left of the user interface. By assigning multiple Groups to a User, you can allow them to work using these diffent roles e.g. System Administrator and Self Service, or System Administrator and Payroll Manager. You can also use this function to test different Users Groups to see if they are set-up as per requirements prior to launch, to save you from having to login and out under different accounts.
+
See [[Editing-security-permissions#Multiple_Security_Groups_Assigned_to_a_User|Security Permissions-Multiple Security Groups Assigned to a User]].<br>
−
[[File:Picture1.jpg]]
+
  
−
<br>
+
See also:<br>
−
<br>
+
[[Assigning-additional-permission-groups|Assigning Additional Permission Groups]]<br>
−
See also:
+
[[Editing-security-permissions|Editing Security Permissions]]<br>
−
<br>
+
−
Adding additional Permissions: http://www.subscribe-hr.com.au/wiki/Assigning-additional-permission-groups/
+
−
<br>
+
−
<br>
+
−
Locating and Editing Security Groups: http://www.subscribe-hr.com.au/wiki/Editing-security-permissions/
+
  
−
[[File:subscribehr_logo.gif]]
+
<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



Subscribehr logo.gif

Retrieved from "https://wiki.subscribe-hr.com.au/index.php?title=Adding-users&oldid=6494"