Creating a New User

In the User Master, you can create a new User using various methods. It is recommended that you are logged into iTopia as the 'system' user when creating new users. There are three methods available for creating user records in the User Master view (although in the case of the User Master, only the first two methods are recommended):

  1. Create - the Create button is located on the Search Criteria/Results page or the Details page. When you use this method to create new users, all of the mandatory and non-mandatory fields must be entered manually. The current topic focuses on creating users through the Create functionality, however you may find that using the 'Copy' technique very useful once you have a base user created.

  2. Copy - the Copy button is located on the Details page. When you use this method, all of the fields from the original record are copied to a new record. Using the Copy option reduces keystrokes as only the fields that require change from user to user need to be re-entered prior to the update. For details on creating users using the 'copy' method, click here.

  3. Edit with Excel - the Edit with Excel functionality is located in the drop lists for both the 'Use Selected Records as Criteria for Action' icon (located to the right of the Export to Excel icon) and the 'Use Record as Criteria for Action' icon (located to the left of the selection check box on a detail line) on the Search Criteria/Results page. When you use this method, you can easily create multiple records as the update takes place on the Excel spread sheet. This method is not recommended for use with the User Master view.

Creating a new User using the 'Create' method:

  1. Signed on as the system user, open the User Master view by:

    • Entering md_user in the Search field and then clicking Go.
      OR
    • Selecting the User Management System folder on the main menu, then selecting the Master Tables folder and then selecting 'User Master'.

  2. From either the Search Criteria/Results page or the Details page on the User Master view, click on Create.

  3. The User Master/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter the user name. You can enter a maximum of 30 alpha numeric characters in this field. The information you enter in this field is used by the user when logging into iTopia.

    Click Continue to continue creating the new User.

  4. The User Master-Detail page opens for the new user. All of the fields on this page are either blank or contain a set default. You must enter all of the mandatory fields before you can save this new user record. The following fields are mandatory:

    • In the 'General' section:

      • First Name - enter the first name of the user. You can enter a maximum of 40 alpha numeric characters in this field.
      • Last Name - enter the last name of the user. You can enter a maximum of 40 alpha numeric characters in this field.

    • In the 'Portal' section:

      • Locale - the locale sets the language that the user will use in PointForce iTopia. When creating a user through the Create function, the Locale is set to en_your client code by default. This is NOT a valid Locale. You must set this field to en_CLIENT. You can manually enter this text or select it from the lookup.

      • Home Resource Name - defines the home menu resource that will be launched when the user logs in. It represents the user's default home or main menu. For most non-administrative users, the home resource name is 'meta_ibis_user_home_menu'.

    Note: If you omit entering or enter incorrect information in any of the mandatory fields, the message: "An entry is required" displays beneath each offending field once you click Submit or Save.

    For details on the information required in every field, please see the field descriptions outlined in the User Master topic.

  5. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the User Master-Details page.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit buttons will be discarded.

    • When you click Submit, all of your changes are saved and you are returned to the Create page where you can enter another new User Name.

 
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