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Adding a User (UA03)

Warren Hamilton
Warren Hamilton
  • Updated

User Administration / UA03

Functional and data access control within the Simplicity framework is defined by 3 key concepts:
Role, Position and User.

A User represents a user account within the system.  Every user of Simplicity┬« applications will be given a User account.

Roles <link> perform three key functions. They define:

  1. which application functions can be accessed by the user, and at what level of rights (Create, View All, Edit All, Delete All)
  2. who can act at what stages of workflow processes
  3. who can view which reports

A Position <link>represents a Role mapped to sets of data constraints (called "Data Contexts").  Examples of Data Contexts include locations, departments, projects, etc.  For example, a Position mapped to Finance Department will restrict access to only data related to the Finance Department.

Roles are not directly mapped to Users.  Instead they are mapped via an interim concept called a Position


Step Process

1. From the homepage, go to menu option

2. Click "Admin"

3. Click User Administration.

4. Click "User"

5. Click "Create New"

6. In the Details tab enter the user's new user name.

7. Enter user's description, designation and department along with the other remaining fields. 

8. Select the user's language from the dropdown menu.

9. Select the user's Time Zone. 

13. Click this dropdown.

17. Click "Add Positions Remove Delegate Selected Positions"

18. Navigate through to the "Credentials" tab.

21. Click "Credentials"

22. Click "Add Positions"

23. Select the position from the dropdown menu. Ex. "Annual Value User"

Screenshot of: Click "Annual Value User"

25. Click "Select"

27. Click "Save and Close"

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