Difference between revisions of "How do I set up a new user?"

From Catalyst
Jump to: navigation, search
 
(73 intermediate revisions by 8 users not shown)
Line 1: Line 1:
−
{{Review}}{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
 +
This article explains how to create a user record in Platinum. This allows you to assign specific menus and security settings to each employee.
  
−
To be able to create a new user in the Platinum software, so that user has access to  
+
This article also explains how you may amend an existing user record e.g. to change their password.
−
Platinum on their own login information.
 
  
 +
== More Information ==
 +
When setting up a new user record we would strongly advise copying an existing user record. Selecting a user who does the same or a similar job saves time and effort as the new user will inherit the settings, permissions and menus of the existing user.
 +
 +
=== Copy an Existing User ===
 +
Go to {{UserSettings}}.
 +
* 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).
 +
 +
{{Tip|text=If you are using multi-sites then you may need to click {{Button|Advanced}} and remove the {{DataPrompt|Site}} code to see all users.}}
  
−
== More Information ==
+
* Click {{Button|Copy}} to copy the currently selected user in the list.
−
Go to "Reports & Parameters" -> "Maintenance Options" -> "system Administrator" -> "User Maintenance".
+
* This will copy the following details from that user :
−
This will take you to a screen display the information of the person currently logged into platinum. To create a new user press {{KeyPress|F2}}. A Screen prompt will appear stating that ''"The record number entered does not exist. Do you want to copy an existing  record, create a new record or re-enter the  record number?"''
+
** General details.
 +
** Permission and security settings.
 +
** Menus.
 +
** Macros.
 +
** Privacy Groups.
  
−
== Copy An Existing User ==
+
Amend the following fields to personalise the user record:
−
* To copy and existing user, click on {{Button|Copy}} This option should be used if the new Employee/user will be doing the same job as a person currently on the system.
+
* {{DataValue|Code}} - enter the initials of the new user. If these initials have been used previously you should add a middle initial or the second letter of the surname e.g. {{DataValue|KKI}}
 +
* {{DataPrompt|Short Name}} - enter the employee's first name.
 +
* {{DataPrompt|Long Name}} - enter the employee's full name in
 +
* {{DataPrompt|Email}} - address they will send from.
 +
* Ensure the {{DataPrompt|Leaving date}} is blank and {{DataPrompt|Active}} is set to {{DataValue|Yes}}.
 +
* {{DataPrompt|Password}} - Enter a password. This field is a maximum of 8 characters and '''must''' contain at least one number, one letter and one symbol.  If a password is not secure enough it will not be accepted. Below the password box the system will display a {{DataPrompt|Score}} to show how secure the password is. It must be a {{DataValue|High Score}} to be accepted.
 +
** Repeat the same password in the {{DataPrompt|Confirm}} field.  
  
−
A new prompt screen will appear asking for {{DataPrompt|User Id}} and {{DataPrompt|Copy Menus}}.
+
{{Tip|text=On the right of the screen you will see an {{DataPrompt|Online ID}}. This will be the Employee Code and your company ID and is used for logging in to {{PlatinumOnline}}.}}
−
*If you know the User id of the person who you wish to copy enter it here. Else press {{KeyPress|C+F1}}
 
−
type in the persons name. Press {{KeyPress|F2}} to select that User,
 
−
*Make sure that {{DataPrompt|Copy Menu}} is set to {{DataValue|Yes}}.
 
−
*Once this is filled in click {{Button|OK}}
 
−
This will take you to the User id Screen. the current user code will be the one created but it will display the details of the user that was copied.
 
−
*Over type the {{DataPrompt|User Code}} with the '''New''' users initials.
 
−
*Over type the {{DataPrompt|Short Name}} with the '''New''' users first name and the first letter of their surname if it fits.
 
−
*Over type the {{DataPrompt|Long Name}} with the '''New''' users Full name. ''First name and Surname.''
 
−
*On the {{DataPrompt|Password}} press {{KeyPress|C+U}} to clear out any password already stored there. Type in the password for the user. Press {{KeyPress|Enter}} to move down to the {{DataPrompt|Confirm Password}}.
 
−
*Repeat the same process. Press {{KeyPress|C+U}} to clear out any password already stored there. Type in the password for the user. Press {{KeyPress|Enter}}.
 
  
 +
* {{DataPrompt|Password}} - Enter a password. This field '''must''' contain at least one number, one letter and one symbol. Including a mix of upper and lower case letters, numbers and symbols will improve the security of the password.  If  it is not secure enough it will not be accepted. Below the password box the system will display a {{DataPrompt|Score}} to show how secure the password is. It must be a {{DataValue|High Score}} to be accepted.
 +
** Repeat the same password in the {{DataPrompt|Confirm}} field.
  
−
{{Note|text=If the {{DataPrompt|Default Site}} is highlighted the two passwords match. If not it will take you back to {{DataPrompt|Password}} where you just repeat the steps mentioned above.}}
+
* Select {{Button|Done}} and {{Button|Accept}} to create your copied user.
  
 +
=== Creating a New User Record ===
  
−
*Press {{KeyPress|Escape}}.
+
{{Warning|text=We strongly advise you follow the steps outlined in the previous section to copy an existing user record. If you choose to create a brand new user record you will need to manually check all fields and assign them to the relevant menus.}}
−
a Prompt appears asking "Do you want to accept or ignore any changes made?"
 
−
*Click on {{Button|Accept}}.
 
  
 +
Go to {{UserSettings}}.
 +
* Select {{Button|Add}}.
 +
* This will create a new user with all settings at default.
 +
* 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. It must contain at least one each of the following: a letter, a number and a symbol up to a ''maximum of 8'' characters.
 +
* Select {{Button|Done}} and {{Button|Accept}} to create your new user.
  
−
{{Note|text=This will Copy the Users name and details and all Security settings in the system as well as add the new user to all the Custom Menu's that the Original user was set to.}}
+
== Creating a Non-active User ==
 +
You may create a user, following the steps above, but set their {{DataPrompt|Active}} flag to No. This will allow you to use the employee code e.g. for logging tasks in the {{PP}} module and recording their name against sales in the {{VS}} module without enabling their access to the system.  
  
−
== Creating New user ==
+
== Multi-Site Companies ==
−
* To create a '''New'' record click on {{Button|New}}. This option enables you to create a new user alter together. This will take you to the User id Screen. the current user code will be the one created but it will display the details of the user that was copied.
+
If your system has multiple sites enabled you should ensure users are allocated to the correct Site and Stock depot. This will allow transactions to be correctly linked to the site they are working in and that stock is taken from the correct depot when processing workshop jobs and sales orders.
−
*At the {{DataPrompt|User Code}} type the users initials.
 
−
*At the {{DataPrompt|Short Name}} type the users first name and the first letter of their surname if it fits.
 
−
*At the {{DataPrompt|Long Name}}type users Full name. ''First name and Surname.''
 
  
−
== See Also ==
+
* On the {{Tab|Details}} tab enter the {{DataPrompt|Site}} the user is located at.
−
[[Editing Custom menu]]
+
** You may press {{KeyPress|C-F1}} and click {{Button|List}} to select from available sites.
 +
** Leave this field blank if they work at the {{DataValue|Main site}}.
 +
* On the {{Tab|Stock}} tab enter the {{DataPrompt|Default depot}} the user is located at.
 +
** You may press {{KeyPress|C-F1}} and click {{Button|List}} to select from available depots.
  
 +
Other settings may be required depending on your specific requirements. The Workshop Unit Site and Unit Locations are usually defaulted from the user site but you may override this for a specific user, if required.
  
 +
== See also ==
 +
* [[How do I remove a user?]]
 +
* [[How do I deactivate a user?]]
 +
* [[Adding options to custom menus]]
 +
* [[Why can't a new employee see an existing menu?]]
 +
* [[How Do I Change my Platinum Password?]]
 +
* [[How do I amend an existing user record?]]
  
 +
{{KB_Tags|add, adding, create, creating, new, user, add user, create user, edit user, new employee, new member, new staff member, email address, salesperson, sales person, salesman}}
 +
{{FAQ}}{{How}}{{ZN_Admin}}
  
−
{{FAQ}}{{KB_Tags|User, Add Edit User}}
+
{{KB_Ref|RP71}}

Latest revision as of 12:14, 28 September 2022

Summary

This article explains how to create a user record in Platinum. This allows you to assign specific menus and security settings to each employee.

This article also explains how you may amend an existing user record e.g. to change their password.

More Information

When setting up a new user record we would strongly advise copying an existing user record. Selecting a user who does the same or a similar job saves time and effort as the new user will inherit the settings, permissions and menus of the existing user.

Copy 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).
If you are using multi-sites then you may need to click [Advanced] and remove the "Site" code to see all users.
  • Click [Copy] 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.

Amend the following fields to personalise the user record:

  • 'Code' - enter the initials of the new user. If these initials have been used previously you should add a middle initial or the second letter of the surname e.g. 'KKI'
  • "Short Name" - enter the employee's first name.
  • "Long Name" - enter the employee's full name in
  • "Email" - address they will send from.
  • Ensure the "Leaving date" is blank and "Active" is set to 'Yes'.
  • "Password" - Enter a password. This field is a maximum of 8 characters and must contain at least one number, one letter and one symbol. If a password is not secure enough it will not be accepted. Below the password box the system will display a "Score" to show how secure the password is. It must be a 'High Score' to be accepted.
    • Repeat the same password in the "Confirm" field.
On the right of the screen you will see an "Online ID". This will be the Employee Code and your company ID and is used for logging in to Platinum Online.
  • "Password" - Enter a password. This field must contain at least one number, one letter and one symbol. Including a mix of upper and lower case letters, numbers and symbols will improve the security of the password. If it is not secure enough it will not be accepted. Below the password box the system will display a "Score" to show how secure the password is. It must be a 'High Score' to be accepted.
    • Repeat the same password in the "Confirm" field.
  • Select [Done] and [Accept] to create your copied user.

Creating a New User Record

We strongly advise you follow the steps outlined in the previous section to copy an existing user record. If you choose to create a brand new user record you will need to manually check all fields and assign them to the relevant menus.

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 at least one each of the following: a letter, a number and a symbol up to a maximum of 8 characters.
  • Select [Done] and [Accept] to create your new user.

Creating a Non-active User

You may create a user, following the steps above, but set their "Active" flag to No. This will allow you to use the employee code e.g. for logging tasks in the Personnel Planning module and recording their name against sales in the Unit Sales module without enabling their access to the system.

Multi-Site Companies

If your system has multiple sites enabled you should ensure users are allocated to the correct Site and Stock depot. This will allow transactions to be correctly linked to the site they are working in and that stock is taken from the correct depot when processing workshop jobs and sales orders.

  • On the [Details] tab enter the "Site" the user is located at.
    • You may press <Ctrl+F1> and click [List] to select from available sites.
    • Leave this field blank if they work at the 'Main site'.
  • On the [Stock] tab enter the "Default depot" the user is located at.
    • You may press <Ctrl+F1> and click [List] to select from available depots.

Other settings may be required depending on your specific requirements. The Workshop Unit Site and Unit Locations are usually defaulted from the user site but you may override this for a specific user, if required.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
add, adding, create, creating, new, user, add user, create user, edit user, new employee, new member, new staff member, email address, salesperson, sales person, salesman
Tags

RP71

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_set_up_a_new_user%3F&oldid=43647"