User Permissions – Adding a Representative (and his/her Permissions)

The system enables defining a representative in the system (name and e-mail) and link to him/her a role and its permissions.  

The defined representative is added to the User Permissions table.

To ease access, you can enable the representative to change the automatically issued password with one of his/her selection the next time they enter the system.

To add a representative and give him/her a role, proceed as follows:  

1. Click on the Tools module (1).
2. Click on User Permissions (2) tab.
3. Click on the Add  (3) button. The Create New User insertion box is shown.

4. Enter the User Name (4) the representative will have in the system.
5. Enter the Email (5) address for this representative.
6. Click on the Change Password Next Login checkbox in order to allow this representative to change the automatically issued access password (sent to his/her e‑mail address) into one of his/her selection.
7. The next selection requires linking this representative to an existing representative or to a department. Link to an Employee means that the representative has the same permissions as the Employee. Link to a Department means that the representative will be granted the permissions of the selected department.

Linking a New Representative to an Existing Employee

1. For start, click on Employees (7). The Employees selection boxes (7) are displayed.
2. Select the Employee you want to link the new representative to. Click on the selection box to (8) display the full list of the employees under the current manager.

3. Click on the selected name.
4. Press OK. The selected name is inserted in the Please Select Employee cell (8).
5. In accordance with the selection, the Select Role (9) and Select Portal Profile (10) fields are automatically filled with the definitions of the Employee (8).
6. Click on the selection box to (11) of the Select Specific Profile to define the role of the representative in the Create New Specific Role selection box.

7. Press Save  to insert the selections in the Select Specific Role box (11).
8. Press the Active (12) checkbox to activate this User.
9. Press Save  button (13). The new representative is added to the list.

Linking a New Representative to a Department

1. Click on Departments (7). The Departments selection boxes (7) are displayed.
2. Select the Department you want to link the new representative to. Click on the selection box to (8) display the full list of the departments in the organization. The Departments can also be an individual within the managerial rank.

3. Click on the selected department.
4. Press OK. The selected department is inserted in the Select Department cell (8).
5. Click on the drop‑down button of the Select Role (9) field and select from the defined roles in the system.
6. Click on  button to display the description of each defined role in the system.

7. Select Portal Profile field by clicking in the drop-down button (10).
8. Click on the selection box to (11) of the Select Specific Profile to define the role of the representative in the Create New Specific Role selection box.

9. Press Save  to insert the selections in the Select Specific Role box (11).
10. Press the Active (12) checkbox to activate this User.
11. Press Save  button (13). The new representative is added to the list.