Difference between revisions of "Creating a User"

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(Redirected page to User#Manually Adding Users)
 
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People are always added to some “level’ of the hierarchy, so when you wish to add a new person you must first select the appropriate organisational level.
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#REDIRECT [[User#Manually Adding Users]]
 
 
1. Click the '''Company''', [[Internal]] [[User|Users]] [[Menu|menu]].
 
 
 
The original person is displayed directly under the "root" organisation name. If you wish to add a new person to the root you click on the root organisation link.
 
 
 
2. Click the '''organisation''' to which you wish to add the person.
 
 
 
3. Click the '''New''', [[User]] [[Menu|menu]].
 
 
 
The '''New User – Quick Entry for Duplication Check''' window is displayed.
 
 
 
[[Image:Adduser.png]]
 
 
 
First name, last name, email address and phone number will be checked for duplicate entries.
 
 
 
If no potential duplicates are found, then the '''New User''' window is displayed.
 
 
 
[[Image:Adduser1.png]]
 
 
 
The company address has been added to the contact.
 
 
 
==Standard People Fields==
 
The standard fields used to describe a person are:
 
 
 
* '''First Name''' - First Name of the person.
 
* '''Last Name''' - Last Name of the person.
 
* '''Title''' - Business title of the person.
 
* '''Prefix/Suffix''' - Prefix and suffix of the contact.
 
** You may restrict the values in the Prefix/Suffix with a combo-box by editing the Prefix/Suffix [[Contact_and_Account_Standard_Fields|standard fields]] and entering a series of allowed values, separated by semicolons, in the ''Prefix Options'' or ''Suffix Options'' setting.
 
* '''Phone/Extension''' - Direct line for the person and their extension.
 
* '''E-mail''' - E-mail address. An email address is required to allow a user to log into the system.
 
* '''Primary Contact''' - Check box to indicate if this person is the primary contact at the organisation.
 
* '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
 
* '''Address''' - Street of the person – if different from their organisation.
 
* '''Address 2''' - Additional address line
 
* '''City''' - City address of the person – if different from their organisation.
 
* '''Province''' - Province address of the person – if different from their organisation.
 
* '''Country''' - Country of the person – if different from their organisation.
 
* '''Postal''' - Postal code of the person – if different from their organisation.
 
 
 
1. Complete the [[User|user]] details.
 
 
 
[[Image:Adduser2.png]]
 
 
 
2. Click the '''Save''' button.
 
 
 
Note that new [[Menu|menu]] items are enabled for the [[User|user]].
 
 
 
3. Click the '''View User''' [[Menu|menu]].
 
 
 
[[Image:Adduser3.png]]
 
 
 
==User Duplicate Checking==
 
In this exercise, you will attempt to create a new [[User|user]] of the same name.
 
 
 
1. Choose the '''New''', [[User]] [[Menu|menu]].
 
 
 
2. Enter the same contact details.
 
 
 
The Possible Duplicates window is displayed.
 
 
 
[[Image:Adduser4.png]]
 
 
 
Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest.
 
 
 
This screen is used to:
 
 
 
'''Combine multiple contact records into a single record.'''
 
 
 
* Missing fields in the primary record are added in sequence from the other records.
 
* Activities and notes from all records are merged into the primary record.
 
* The '''Merged''' records are deleted.
 
 
 
'''Delete redundant records.'''
 
 
 
'''If the new record is actually different then you can continue and create the new record.'''
 
 
 
3. Click on the [[User|user’s]] name to cancel the duplicate check and display the [[User|user]] record.
 
 
 
 
 
 
 
[[Category:System Management]][[Category:View It]]
 

Latest revision as of 10:26, 18 June 2019