Difference between revisions of "Create local account"
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=== I. Create new user consultant account on voxmeter.catglobe.com === | === I. Create new user consultant account on voxmeter.catglobe.com === | ||
| − | 1. Login to https://voxmeter.catglobe.com | + | 1. Login to [https://voxmeter.catglobe.com/DefaultCatGlobe.aspx https://voxmeter.catglobe.com] |
| − | - Tools / HR / Users / Consultant. Search template user 'democonsultant1' | + | - Tools / HR / Users / Consultant. Search template user ''''democonsultant1'''<nowiki/>' |
| − | 2. Select this account then press copy user resource button | + | 2. Copy this template user to new consultant: Select this account then press copy user resource button. |
| + | [[File:Createconsultant1.png|none|thumb|594x594px]] | ||
| + | |||
| + | 3. At 'Copy Resource Wizard'. Please setup following steps | ||
| + | |||
| + | - Set new Destination = new consultant username. | ||
| + | |||
| + | - New consultant on Voxmeter.catglobe.com has same path = '''User System \ Consultants'''. | ||
| + | |||
| + | - Add these groups to have Administrator on new consultant: '''Voxmeter - Consultant - Resource Access; Consultants group (Ciab\System and Voxnewsletter\Admin)''' | ||
| + | [[File:Createconsultant2.png|none|thumb|984x984px]] | ||
| + | Please click Next go to 'Step 2 of 3' | ||
| + | [[File:Createconsultant3.png|none|thumb|982x982px]] | ||
| + | At 'Step 3 of 3' Press Finish to complete create new consultant from template. | ||
| + | [[File:Createconsultant4.png|none|thumb|980x980px]] | ||
| + | |||
| + | 4. Setup permission for new account to have full permission on their own account. | ||
| + | |||
| + | - Open user properties | ||
| + | [[File:Createconsultant5.png|none|thumb|703x703px]] | ||
| + | - Go to Access tab: | ||
| + | [[File:Createconsultant6.png|none|thumb|1224x1224px]] | ||
| + | - We should make sure that New consultant has ''''Administrator'''' | ||
| + | [[File:Createconsultant7.png|none|thumb|1309x1309px]] | ||
| + | |||
| + | 5. Important: Consultant must have roles (group memberships): <strong style="color: #222222; font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" >Voxmeter - Consultant - Navigation Access + Voxmeter - Consultant - Resource Access + Consulants + EnterpriseConsultants + Admins + EnterpriseAdmin</strong> | ||
| + | |||
| + | === II. Create new interviewer account on voxmeter.catglobe.com === | ||
| + | # Login to [https://voxmeter.catglobe.com/DefaultCatGlobe.aspx https://voxmeter.catglobe.com] - T'''ools / HR / Users / Limited Access Employee List''' . Search template user ''''demointerviewer1'''<nowiki/>' | ||
| + | # Follow all steps at Create new user consultant account to create new interviewer. | ||
| + | # Important: Interviewer must have roles (group memberships): '''Voxmeter - Interviewer - Navigation Access + Voxmeter - Interviewer - Resource Access + Voxmeter - All Interviewers.''' | ||
| + | |||
| + | === III. Create new supervisor account on voxmeter.catglobe.com === | ||
| + | # Login to [https://voxmeter.catglobe.com/DefaultCatGlobe.aspx https://voxmeter.catglobe.com] - '''Tools / HR / Users / Consultant'''. Search template user ''''demosupervisor1'''<nowiki/>' | ||
| + | # Follow all steps at Create new user consultant account to create new supervisors. | ||
| + | # Important: Supervisor must have roles (group memberships): '''Voxmeter - Supervisor - Navigation Access + Voxmeter - Supervisor Herring - Resource Access + Voxmeter - Supervisor Kobenhavn - Resource Access + <strong style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, appleLogo, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: common-ligatures; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-stringify-type="bold" >Screeningskema - Interviewer - Access</strong><br>''' | ||
| + | |||
| + | === IV. Create new supporter account on voxmeter.catglobe.com === | ||
| + | # Login to [https://voxmeter.catglobe.com/DefaultCatGlobe.aspx https://voxmeter.catglobe.com] - '''Tools / HR / Users / Consultant'''. Search template user ''''demosupport1'''<nowiki/>'. | ||
| + | # Follow all steps at Create new user consultant account to create new supporters. | ||
| + | # Important: Supporter must have roles (group memberships): '''Voxmeter - Supervisor - Navigation Access + Voxmeter - Supervisor - Resource Access + Voxmeter - Consultant - Resource Access.''' | ||
| + | |||
| + | === V. Create new user on cg.catglobe.com to registry timereg per week === | ||
| + | # Login to https://cg.catglobe.com '''Tools / HR / Users / Limited Access Employee List'''. Search template user 'demousertimereg'. | ||
| + | # Follow all steps at Create new user consultant account to create new user to register timereg. | ||
| + | # We daily send Tmereg weekly report with Subject like "Tidsregistrering" from CG site. Please add new users to group "Timereg check group" on CG | ||
| + | '''''Note:''''' | ||
| + | # Please ask them if consultant is freelancer (student), They should be added to "'''Voxmeter - Freelance'''" group on '''[http://cg.catglobe.com cg.catglobe.com]''' | ||
| + | # Please ask if new user is Freelancer Interviewer, they should be added to "Voxmeter - All interviewers" on [http://Voxmeter.catglobe.com voxmeter.catglobe.com] | ||
| + | # If user is consultant, please add user to "Voxmeter - Consultant - Timereg check group" for checking timereg on 10th every month. | ||
| + | # Voxmeter - Timereg check group (with resid=808202) is used by WorfFlow script sendmail to report<br> | ||
| + | |||
| + | === VI. Access to My portals resources === | ||
| + | |||
| + | 1. Interviewer access to portals<br> - Dine film guides - Interviewer portal - Mycati Work - My Questionnaire - My Hours - My Performances - My Shifts <br>2. Supervisor access to portal<br> - Dine film guides - Supervisor portal - Mycati Work - My Questionnaire - My Hours - My Performances - My Shifts. | ||
| + | |||
| + | - Interviewer recruitment portal <br>3. Consultant access to portals<br> - Dine film guides - My Questionnaire - My Hours<br> - Access to all CEM NGO - MUSIC - BANK - etc | ||
| + | |||
| + | - Newsletter portal | ||
| + | |||
| + | <br> | ||
Latest revision as of 07:52, 9 November 2022
Contents
- 1 I. Create new user consultant account on voxmeter.catglobe.com
- 2 II. Create new interviewer account on voxmeter.catglobe.com
- 3 III. Create new supervisor account on voxmeter.catglobe.com
- 4 IV. Create new supporter account on voxmeter.catglobe.com
- 5 V. Create new user on cg.catglobe.com to registry timereg per week
- 6 VI. Access to My portals resources
I. Create new user consultant account on voxmeter.catglobe.com
1. Login to https://voxmeter.catglobe.com - Tools / HR / Users / Consultant. Search template user 'democonsultant1'
2. Copy this template user to new consultant: Select this account then press copy user resource button.
3. At 'Copy Resource Wizard'. Please setup following steps
- Set new Destination = new consultant username.
- New consultant on Voxmeter.catglobe.com has same path = User System \ Consultants.
- Add these groups to have Administrator on new consultant: Voxmeter - Consultant - Resource Access; Consultants group (Ciab\System and Voxnewsletter\Admin)
Please click Next go to 'Step 2 of 3'
At 'Step 3 of 3' Press Finish to complete create new consultant from template.
4. Setup permission for new account to have full permission on their own account.
- Open user properties
- Go to Access tab:
- We should make sure that New consultant has 'Administrator'
5. Important: Consultant must have roles (group memberships): Voxmeter - Consultant - Navigation Access + Voxmeter - Consultant - Resource Access + Consulants + EnterpriseConsultants + Admins + EnterpriseAdmin
II. Create new interviewer account on voxmeter.catglobe.com
- Login to https://voxmeter.catglobe.com - Tools / HR / Users / Limited Access Employee List . Search template user 'demointerviewer1'
- Follow all steps at Create new user consultant account to create new interviewer.
- Important: Interviewer must have roles (group memberships): Voxmeter - Interviewer - Navigation Access + Voxmeter - Interviewer - Resource Access + Voxmeter - All Interviewers.
III. Create new supervisor account on voxmeter.catglobe.com
- Login to https://voxmeter.catglobe.com - Tools / HR / Users / Consultant. Search template user 'demosupervisor1'
- Follow all steps at Create new user consultant account to create new supervisors.
- Important: Supervisor must have roles (group memberships): Voxmeter - Supervisor - Navigation Access + Voxmeter - Supervisor Herring - Resource Access + Voxmeter - Supervisor Kobenhavn - Resource Access + Screeningskema - Interviewer - Access
IV. Create new supporter account on voxmeter.catglobe.com
- Login to https://voxmeter.catglobe.com - Tools / HR / Users / Consultant. Search template user 'demosupport1'.
- Follow all steps at Create new user consultant account to create new supporters.
- Important: Supporter must have roles (group memberships): Voxmeter - Supervisor - Navigation Access + Voxmeter - Supervisor - Resource Access + Voxmeter - Consultant - Resource Access.
V. Create new user on cg.catglobe.com to registry timereg per week
- Login to https://cg.catglobe.com Tools / HR / Users / Limited Access Employee List. Search template user 'demousertimereg'.
- Follow all steps at Create new user consultant account to create new user to register timereg.
- We daily send Tmereg weekly report with Subject like "Tidsregistrering" from CG site. Please add new users to group "Timereg check group" on CG
Note:
- Please ask them if consultant is freelancer (student), They should be added to "Voxmeter - Freelance" group on cg.catglobe.com
- Please ask if new user is Freelancer Interviewer, they should be added to "Voxmeter - All interviewers" on voxmeter.catglobe.com
- If user is consultant, please add user to "Voxmeter - Consultant - Timereg check group" for checking timereg on 10th every month.
- Voxmeter - Timereg check group (with resid=808202) is used by WorfFlow script sendmail to report
VI. Access to My portals resources
1. Interviewer access to portals
- Dine film guides - Interviewer portal - Mycati Work - My Questionnaire - My Hours - My Performances - My Shifts
2. Supervisor access to portal
- Dine film guides - Supervisor portal - Mycati Work - My Questionnaire - My Hours - My Performances - My Shifts.
- Interviewer recruitment portal
3. Consultant access to portals
- Dine film guides - My Questionnaire - My Hours
- Access to all CEM NGO - MUSIC - BANK - etc
- Newsletter portal
