How to set up User Profiles

1.   Once logged in to the system, from the menu select Administration

2.   Click on User Profiles (1042) or

3.   You can also go direct to this transaction by entering the transaction number “1042” on the entry field found on the upper right side of the menu having the label “TRX #:” and click “Go!” button

4.   To add a record, click on Add and fill in the following entry fields:

?     User Group (choose from drop box)

?     Last Name (Click on Select button to choose)

?     First Name

?     User ID (system generated but can be modified)

?     User Password (system generated - same as User ID generated but can be modified)

?     Confirm Password (system generated - same as User ID generated but can be modified)

?     Password Expiration Date (system generated)

?     User Status (choose from drop box)

?     Date Created (system generated)

?     Last Login Date (system generated

      View User Profile Tab

This module will only display the user's profile. The information that will be displayed are the following:

?     Key (system generated)

?     Name (Salutation, First Name, MI, Last Name, Name Suffix)

?     Instructor

?     Instructor Aid

?     Job Title

?     Section

?     Lead Restrictions

?     Start Date

?     End Date

?     Work Address

?     City

?     State

?     Zip Code

?     Country

?     Foreign Postal Code

?     Phone Number

?     Fax Number

?     Email Address

?     Highest Education Attained

?     Supervisor

?     License Number

?     License Expiry Date

?     License Type

Module Access Tab

To grant module access to a user, follow these steps:

1.   Select the user from the List of Users Tab by clicking or marking the radio button beside that user. This will focus the user when you move to the Module Access Tab. If your adding a user from this module (1042), that user will be in focus by default.

2.   Select the School/Campus where this user belongs too. Choose from drop box.

3.   To your left of the screen you will see a list of modules that you can select via checkboxes. Select those checkboxes corresponding to the module(s) that you want to give access to the user. Initially, the center screen will show you a "No Access" prompt.

4.   After making your module selections, click on Save.  At this time, to your right, a list of sub-modules will be shown that belongs to the main modules you have selected earlier.

5.   Beside those sub-modules are groups of checkboxes that control the user's access to it. By default, the "Print" and "View" are already selected.

6.   If you want the user to be able to add records for a chosen sub-module, check on "Add" checkbox,

7.   If you want the user to be able to modify records for a chosen sub-module, check on the "Edit" checkbox.

8.   If you want the user to be able to delete records for a chosen sub-module, check on the "Delete" checkbox.

9.   If you want the user to be able to print records for a chosen sub-module, check on the "Print" checkbox.

10. If you want the user to be able to view records for a chosen sub-module, check on the "View" checkbox.

11. If you do not want the user to have access to a sub-module, you can uncheck the checkbox preceding that sub-module.  

12. Repeat steps 7 thru 11 when needed. Click on Save Changes button (It is below the last sub-module of the list). You may have to scroll down to the bottom.

13. To do any sub-module access modifications, just check or uncheck the checkboxes and again click on the Save Changes button.

14. To do any main module access modifications, just check or uncheck the checkboxes and again click on the Save button. Be aware that when you uncheck a main module, all sub-modules belonging to that module will no longer be accessible.

15. When done on this transaction, click on Exit