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== Adding Employees as Contacts == | == Adding Employees as Contacts == | ||
| − | You must add a contact record for each Commence On Demand employee user at your company. This is required before you can create user accounts. You will add employee contacts in the | + | You must add a contact record for each Commence On Demand employee user at your company. This is required before you can create user accounts. You will add employee contacts in the Account detail screen for your organization. |
1. From the '''Related Info''' section of the Account detail screen, select '''Contacts''' from the drop-down menu. | 1. From the '''Related Info''' section of the Account detail screen, select '''Contacts''' from the drop-down menu. | ||
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== Creating User Accounts == | == Creating User Accounts == | ||
| − | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Creating User Accounts Creating User Accounts] | |
| − | + | Once an employee has been added as a contact for your organization, you can create a user account and assign a security profile. | |
| − | + | == Deleting User Accounts == | |
| − | + | Before you can delete a user account, an administrator must move everything owned by that user to another active user using the '''Territory Realignment''' tool. The old user account can then be safely deleted. | |
| − | + | * [http://staging1.commenceonline.com/mediawiki/index.php/Deleting User Accounts Deleting User Accounts] | |
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Return to '''[[Commence OnDemand Admin Guide]]''' | Return to '''[[Commence OnDemand Admin Guide]]''' | ||
Latest revision as of 13:23, 2 April 2013
User administration includes adding users as contacts for your organization, creating security profiles, and creating and managing user accounts.
Contents
Adding Employees as Contacts[edit]
You must add a contact record for each Commence On Demand employee user at your company. This is required before you can create user accounts. You will add employee contacts in the Account detail screen for your organization.
1. From the Related Info section of the Account detail screen, select Contacts from the drop-down menu.
2. Click the New Contact button. The New Contact screen displays.
3. Enter the first name, last name, and any other contact information you have for this employee.
4. Click Save & New and repeat step 3 for each employee.
5. Once all your company contacts have been entered, click Save & Close.
Creating Security Profiles[edit]
Security Profiles are created to grant or deny users access to specific modules of information and functionality within the system. As an administrator you may establish security profiles by individual, by group or by specific job function.
Note: The default security profile is named Full Access and gives access to all available modules that have been purchased for your company. You may create user accounts using this default profile, and create and assign new security profiles at a future point.
Creating User Accounts[edit]
Once an employee has been added as a contact for your organization, you can create a user account and assign a security profile.
Deleting User Accounts[edit]
Before you can delete a user account, an administrator must move everything owned by that user to another active user using the Territory Realignment tool. The old user account can then be safely deleted.
Return to Commence OnDemand Admin Guide