Add a User

This section discusses how to add and configure new PLL users.

PREREQUISITES:

  • The Users security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

  • You must have at least one organization set up. See Organization Structure for more information.
  1. From the home page, click PLL and click Users.
  1. On the Users panel, click Add record.

  1. On the Add Users panel, enter the user's name in the First Name and Last Name fields.
  2. On the Unique Name field, enter an additional name, if needed, to distinguish the new employee from one or more existing employees who have the same first and last name.
  3. In the Login Id field, enter a unique identifying code for the user.

IMPORTANT: When adding a user, the Password must meet the password requirements defined in Preferences. See Configure Global Preferences for more information.

  1. In the Password field, enter a preliminary password for the user.
  2. In the Email field, enter the user's email address.
  3. Enter as much contact information for the user as possible.
  1. Use the Department drop-down list to select the department the user belongs to.
  2. If applicable, use the Division drop-down list to select the division the user belongs to.
  3. The Void Allowed check box is currently under development.
  4. Select the Public Site Admin check box to give the user administrator permissions for Public Access.
  5. Select the Inspector check box to designate the user as an inspector and eligible to receive inspection tasks.
  6. Use the Organizations drop-down list to select the organization (or organizations) the user belongs to.

NOTE: Organizations are configured in Admin by the PLL administrator. See Organizations for more information.

  1. Use the Default Organization drop-down list to select one of the user's organizations as their default organization.
  2. Use the Security Roles drop-down list to select which security role (or roles) the user belongs to.
  1. Click Add to add the user or click Add and New to create another user.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, PLL user, status code, or other PLL item) is being used. See Review PLL Configurations for more information.