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How to add a new employee

Goal

Add a new Employee - The below set of instructions are for creating a totally new user who has no reference in integrum.

Change your active portal group to 'Admin', and use the menu to navigate to General and then Main System Navigation

Note: Requires Super User access

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Click on 'Stakeholders' menu, and then 'Employees' submenu

The submenu will open. Click on 'Employees' option highlighted below.

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Click on 'New Employee' button

In the Basic Info tab, fill in the necessary information, mainly the First Name and Last Name which will be used for login. Then fill in the Email Address.

For Working/Study Status, the value should be 'Current' to indicate the employee will be an active user of the system.

In the Site Info tab, select where the employee resides in the OU structure.

The Roles and Skills tab allows you to assign any existing role to the employee.

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The Portal Group indicates what profile you are giving to the new employee.

In ACL Group select “General Users”. This ensures proper general access to the system.

The Enforce Password Change entry prompts the user to change their password upon next login.

As for BI Reporting Role, keep it as "Report Consumer".

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Once ready, click on 'Save & Register in PAB' button to create the user

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You may be presented with a dialog box to enter the employee’s password. After you have done that, click on Encode Password to finalize.

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