Create local account: Difference between revisions
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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/DefaultCatGlobe.aspx 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. Copy this template user to new consultant: 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]]  | [[File:Createconsultant1.png|none|thumb|594x594px]]  | ||
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- Set new Destination = new consultant username.  | - Set new Destination = new consultant username.  | ||
- New consultant on Voxmeter.catglobe.com has same path = User System \ Consultants.  | - 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)'''  | -  Add these groups to have Administrator on new consultant: '''Voxmeter - Consultant - Resource Access; Consultants group (Ciab\System and Voxnewsletter\Admin)'''  | ||
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- Go to Access tab:  | - Go to Access tab:  | ||
[[File:Createconsultant6.png|none|thumb|1224x1224px]]  | [[File:Createconsultant6.png|none|thumb|1224x1224px]]  | ||
- We should make sure that New consultant has 'Administrator'  | - We should make sure that New consultant has ''''Administrator'''<nowiki/>'  | ||
[[File:Createconsultant7.png|none|thumb|1309x1309px]]  | [[File:Createconsultant7.png|none|thumb|1309x1309px]]  | ||
=== 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.  | |||
=== 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.  | |||
=== 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.  | |||
=== 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 'demosupport1'.  | |||
# Follow all steps at Create new user consultant account to create new user to register timereg.  | |||
'''''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]  | |||
Revision as of 08:44, 11 September 2018
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'

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.
 
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.
 
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.
 
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 'demosupport1'.
 - Follow all steps at Create new user consultant account to create new user to register timereg.
 
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