Help: Organization - Add Users

NOTE: Only IT Administrators and the IT Super Administrator can access this page.

What would you like to do?

• Add a User (IT Admin and IT Super Admin only)

• View User Roles and Privileges Matrix (IT Admin and IT Super Admin only)

• Save a Newly Entered User (IT Admin and IT Super Admin only)

• Set a New User's Password (IT Admin and IT Super Admin only)

• Activate a New User (IT Admin and IT Super Admin only)

• View/Update an Existing User's Information (IT Admin and IT Super Admin only)

• Get Help With Something Else

• Look up Terms in the Glossary

• Active/Inactive Status

• Assessor

• Business Administrator

• Clerical Case Tracker

• Client ID

• Full Access

• IT Administrator

• IT Super Administrator

• Organization

• Password

• Program

• Read-Only Access

• Service Area

• User

• User Role

Have a question about these topics? Ask FAS!

Add a User

NOTE: Only IT Administrators and the IT Super Administrator can add Users.

Enter Basic Information

Enter basic User information in the fields provided inside the Basic Information box.

NOTE: Once created, a User's Login ID may not be changed.

Tab or scroll down to proceed to the Roles and Service Area / Program boxes.

Enter User Role(s)

Check boxes to assign one or more User roles.

Tab or scroll down to proceed to the Service Area / Program box.

Enter Service Area(s) and Program(s)

Check boxes to assign one or more Programs.

To assign all the Programs within a given Service Area, click the box marked "All" under Program(s) in the row bearing the given Service Area's name.

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Save a Newly Entered User

NOTE: Only IT Administrators and the IT Super Administrator can save new Users.

To save a newly entered User, tab or scroll to the bottom of the page and click the Save button. (Clicking Cancel will return you to the Users Listing without saving the new User.)

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Set a New User's Password
Activate a New User

NOTE: Only IT Administrators and the IT Super Administrator can add Users, triggering activation and setting of passwords.

New users are automatically activated and emailed temporary passwords once the IT Admin enters information for them under the Basic Info tab and clicks Save.

However:

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View/Update an Existing User's Information

NOTE: Only IT Administrators and the IT Super Administrator can update Users.

Existing Users can be viewed and updated at the Organization - Update Users page.

To access this page:

1. Return to the User Listing by clicking on the Back to Listing button. 

2. Click on the User in the Users Listing whose information or role you wish to change. (See below.)

The Update Users page will come up with the selected User's information already entered.

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