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/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'
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- 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
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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.
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- 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'
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- We should make sure that New consultant has ''''Administrator'''<nowiki/>'
 
[[File:Createconsultant7.png|none|thumb|1309x1309px]]
 
[[File:Createconsultant7.png|none|thumb|1309x1309px]]
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 +
=== II. Create new interviewer account on voxmeter.catglobe.com ===
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# 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/>'
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# Follow all steps at Create new user consultant account to create new interviewer.
 +
 +
=== III. Create new supervisor account on voxmeter.catglobe.com ===
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# 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 ===
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# 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 ===
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# Login to https://cg.catglobe.com '''Tools / HR / Users / Limited Access Employee List'''. Search template user 'demosupport1'.
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# Follow all steps at Create new user consultant account to create new user to register timereg.
 +
'''''Note:'''''
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# Please ask them if consultant is freelancer (student), They should be added to "'''Voxmeter - Freelance'''" group on '''[http://cg.catglobe.com cg.catglobe.com]'''
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# 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 10:44, 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.

Createconsultant1.png

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)

Createconsultant2.png

Please click Next go to 'Step 2 of 3'

Createconsultant3.png

At 'Step 3 of 3' Press Finish to complete create new consultant from template.

Createconsultant4.png

4. Setup permission for new account to have full permission on their own account.

- Open user properties

Createconsultant5.png

- Go to Access tab:

Createconsultant6.png

- We should make sure that New consultant has 'Administrator'

Createconsultant7.png

II. Create new interviewer account on voxmeter.catglobe.com

  1. Login to https://voxmeter.catglobe.com - Tools / HR / Users / Limited Access Employee List . Search template user 'demointerviewer1'
  2. Follow all steps at Create new user consultant account to create new interviewer.

III. Create new supervisor account on voxmeter.catglobe.com

  1. Login to https://voxmeter.catglobe.com - Tools / HR / Users / Consultant. Search template user 'demosupervisor1'
  2. Follow all steps at Create new user consultant account to create new supervisors.

IV. Create new supporter account on voxmeter.catglobe.com

  1. Login to https://voxmeter.catglobe.com - Tools / HR / Users / Consultant. Search template user 'demosupport1'.
  2. 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

  1. Login to https://cg.catglobe.com Tools / HR / Users / Limited Access Employee List. Search template user 'demosupport1'.
  2. Follow all steps at Create new user consultant account to create new user to register timereg.

Note:

  1. Please ask them if consultant is freelancer (student), They should be added to "Voxmeter - Freelance" group on cg.catglobe.com
  2. Please ask if new user is Freelancer Interviewer, they should be added to "Voxmeter - All interviewers" on voxmeter.catglobe.com