The Users and Roles screens allow you to manage permissions for all screens apart from the new modules:
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Channel Management
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Product Management
To manage permissions for these modules, use the new Permissions Management application.
Creating user accounts
Accounts can be created for users as either Internal or External.
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Internal users access the systems via their OpCon log-on.
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External users access the system via their corporate email address.
To create a new user:
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On the System Users page, click CREATE USER .
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Enter and select the relevant details below. You must assign at least one role; to add roles, see Assigning roles to users.
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Click the CREATE USER button to save the details.
|
Field |
Description |
|---|---|
|
Email address |
Enter the user's email address. |
|
Mobile Number |
Enter the user's mobile number. |
|
Account Type |
Select whether the account is for an internal or external user. |
|
Personal Information |
Add personal details as necessary |
|
Multi Factor Authentication |
Enable or disable multi-factor authentication for internal users. |
|
Create Another |
Select this checkbox to create multiple users. |
Once the user account has been created, you can assign roles to it. (Internal users only)
Assigning roles to users
Use this to assign roles to an internal user.
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Display the User details in Edit mode and click MANAGE ROLES .
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Locate the roles to be added for the user, and click the Add
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Click the SAVE CHANGES button to save the details.
Use this to remove roles from a user.
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Display the User details in Edit mode and click MANAGE ROLES .
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Locate the role to be removed from the user, and click the Remove
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Click the SAVE CHANGES button to save the details.
You can also assign users to roles – see Roles.