Creating a User
- Simon Sayegh (Unlicensed)
- James Skurray
Overview
Crittah's User module consists of individuals of whom will use the Crittah application. User records are typically related to a role or roles within an organisation for the purpose of completing an activity or task as it relates to their job. A user is created by a system administrator who has rights given to them through their role created in Crittah as detailed below. Once the User record is created, you can view and edit information pertaining to the User via the Users sub menu located underAdmin on the navigation bar. This documentation will cover how to create a User and assign a role to perform their tasks and options available from within the module.
User Fields
The User module contains a number of stock fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use, however, the configurable fields such as User Sites, Culture, Time Zone and Measure are either preconfigured or as with the latter three part of the original configuraion setup as it relates to loction configuration created upon instance setup. Users with administrator access have the ability to configure those fields.
Any field name with an asterix on the input screen is mandatory.
| Field | Description |
|---|---|
| Login Username | This is the login user name as it appears and is required to enter the Crittah application |
| Salutation | The Contact's standard greeting |
| First Name | The contacts First Name |
| Last Name | The contacts Last name |
| Generally the internal email address of the designated user of the system | |
| Other Email | Am alternate email address |
| Phone | Generally an office land line to contact the user |
| Mobile | The users Mobile number for contactability |
| Other Phone | A third option available to the organisation to contact a created user |
| User Site(s) | A user site is a precreated entry that designates the lacations where the user will be able to access and use the Crittah application |
| Position | The position held within the organisation, generally their title |
| Department | The department in which the user is allocated or works within |
| Status | Weather the user is Active or Inactive depending on their employment or application usage |
| Password | The users password to enter the system |
| Verify Password | Verificaton of password when user is created |
| Culture | Language to be used within the application |
| Time Zone | Time Zone the user is in |
| Measure | Metric or Imperial |
Creating or Editing User
To enter the "Create/Edit User" screen to create or edit a User.
- Select the Admin menu option, then "Users" from the options under administration. (Please note: That you will only see this if you have the administrator role)
Once you have selected the User option, you now need to add them to the application. You do so by selecting add as shown below.
By selecting the add User button you will then have the opprtunity to add the relevant details of the new user
Please note:
- You must save the document before allocating roles to the user
- The role screen will then automatically appear
- Please note the mandatory fileds as explained above
Once you have saved the Create User form available roles will appear
Simply drag from the right to the left the required roles to be assigned to the user.
For a detailed understanding of each role and permissions please select the link: User Permissions