Difference between revisions of "How do I set up a new user?"
From Catalyst
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== Summary == | == Summary == | ||
This article explains how to create a new user in Platinum, so that the user has access to Platinum on their own login information. | This article explains how to create a new user in Platinum, so that the user has access to Platinum on their own login information. | ||
| − | It also includes instructions to amend | + | It also includes instructions to amend existing user details. |
== More Information == | == More Information == | ||
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* Select {{Button|Add}}. | * Select {{Button|Add}}. | ||
* This will create a new user with all settings at default. | * This will create a new user with all settings at default. | ||
| − | * Fill out any details as required | + | * Fill out any details as required - {{DataPrompt|Code}}, {{DataPrompt|Short name}}, {{DataPrompt|Long name}}, {{Tab|Permissions}} and {{DataValue|Password}} etc). |
| − | * Password is now a lot more secure | + | * Password is now a lot more secure. It must contain the following: a lower case, a number, a symbol up to a maximum of 8 characters. |
* Select {{Button|Done}} and {{Button|Accept}} to create your new user. | * Select {{Button|Done}} and {{Button|Accept}} to create your new user. | ||
| Line 18: | Line 17: | ||
* Enter the name of the user you want to copy and press {{Button|Search}} (You can restrict the search to a specific department by using the {{KeyPress|Advanced}} button). | * Enter the name of the user you want to copy and press {{Button|Search}} (You can restrict the search to a specific department by using the {{KeyPress|Advanced}} button). | ||
* Press {{KeyPress|S-F9}} to copy the currently selected user in the list. | * Press {{KeyPress|S-F9}} to copy the currently selected user in the list. | ||
| − | * This will copy that | + | * This will copy the following details from that user : |
** General details. | ** General details. | ||
** Permission and security settings. | ** Permission and security settings. | ||
| Line 24: | Line 23: | ||
** Macros. | ** Macros. | ||
** Privacy Groups. | ** Privacy Groups. | ||
| − | * | + | * Edit the details as necessary. You must change the {{DataValue|Code}} and obviously you should update the rest of the fields appropriately. |
| − | |||
* Select {{Button|Done}} and {{Button|Accept}} to create your copied user. | * Select {{Button|Done}} and {{Button|Accept}} to create your copied user. | ||
| − | {{Warning|text=It is important to make sure that the user you are copying is an active user and has no leaving date entered. If it does the new user will have this too and they will not be able to use the logon. If the person you are copying has genuinely left then all you need to do is reset the {{DataPrompt|Leaving date:}} on the new user to {{DataValue|00/00/0000}} and the {{DataPrompt|Active:}} flag back to {{DataValue|Yes}}.}} | + | {{Warning|text=It is important to make sure that the user you are copying is an active user and has no leaving date entered. If it does, the new user will have this too and they will not be able to use the logon. If the person you are copying has genuinely left, then all you need to do is reset the {{DataPrompt|Leaving date:}} on the new user to {{DataValue|00/00/0000}} and the {{DataPrompt|Active:}} flag back to {{DataValue|Yes}}.}} |
== Amend Existing == | == Amend Existing == | ||
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* Enter the name of the user you want to amend and press {{Button|Search}} (You can restrict the search to a specific department by using the {{KeyPress|Advanced}} button). | * Enter the name of the user you want to amend and press {{Button|Search}} (You can restrict the search to a specific department by using the {{KeyPress|Advanced}} button). | ||
* Select their record and press {{KeyPress|F5}} or click {{Button|Edit}} . | * Select their record and press {{KeyPress|F5}} or click {{Button|Edit}} . | ||
| − | * Make any changes e.g. amend their surname if they have got married, amend their email address if it has changed, amend their [[How Do I Change my Platinum Password?|password]] if they have forgotten it.....! | + | * Make any changes, e.g. amend their surname if they have got married, amend their email address if it has changed, amend their [[How Do I Change my Platinum Password?|password]] if they have forgotten it.....! |
* Click {{Button|Done}} and {{Button|Accept}} the changes. | * Click {{Button|Done}} and {{Button|Accept}} the changes. | ||
Revision as of 15:14, 25 September 2017
Contents
Summary
This article explains how to create a new user in Platinum, so that the user has access to Platinum on their own login information.
It also includes instructions to amend existing user details.
More Information
Creating New User
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Select [Add].
- This will create a new user with all settings at default.
- Fill out any details as required - "Code", "Short name", "Long name", [Permissions] and 'Password' etc).
- Password is now a lot more secure. It must contain the following: a lower case, a number, a symbol up to a maximum of 8 characters.
- Select [Done] and [Accept] to create your new user.
Copying an Existing User
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want to copy and press [Search] (You can restrict the search to a specific department by using the <Advanced> button).
- Press <Shift+F9> to copy the currently selected user in the list.
- This will copy the following details from that user :
- General details.
- Permission and security settings.
- Menus.
- Macros.
- Privacy Groups.
- Edit the details as necessary. You must change the 'Code' and obviously you should update the rest of the fields appropriately.
- Select [Done] and [Accept] to create your copied user.
 | It is important to make sure that the user you are copying is an active user and has no leaving date entered. If it does, the new user will have this too and they will not be able to use the logon. If the person you are copying has genuinely left, then all you need to do is reset the "Leaving date:" on the new user to '00/00/0000' and the "Active:" flag back to 'Yes'. |
Amend Existing
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want to amend and press [Search] (You can restrict the search to a specific department by using the <Advanced> button).
- Select their record and press <F5> or click [Edit] .
- Make any changes, e.g. amend their surname if they have got married, amend their email address if it has changed, amend their password if they have forgotten it.....!
- Click [Done] and [Accept] the changes.
See also
- How do I Remove a User From Platinum?
- How do I Deactivate a User?
- Adding Items to Custom Menus
- Why can't a new employee see an existing menu?
- How Do I Change my Platinum Password?
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