Supplier: User Tab and Permissions

This excerpt is part of a master overview article, and for the complete links, you can access the full article here.

New users are added to the employer (staffing supplier) and existing users are edited on the Users tab for the selected employer.

Note: Users must be added to the active directory for a complete set-up. Users can be added to the active directory via the User Manager for hosted clients. It is recommended to add users to the active directory prior to adding them in the application. 

• Tabs available for Suppliers
• Information on the User Manager
• Adding a Supplier property

CHAPTERS

Overview
Add or Edit Users
User Groups
Add a User Group
Add a User to a Group
Modify User/Group Permissions

 

Add or Edit Users

To add or edit a user for the current employer (supplier):

1. Click the Add/Edit button in the upper-left corner of the screen just above the grid. The System Admin User screen appears. The existing users will appear in the grid above while the settings for the selected user, along with permissions, appear in the lower section of the window.
   
   
   
2. To create a new user, click on the Add New button just below the grid. The forms will be reset for new entry.
3. Enter the User name and its description in their respective fields.
   
   Note: The username must match exactly to the username in the Avionté User Manager or the active directory. Add a new user in the User tab if the username is different in the active directory. 
4. Check the Active check box to make the user Active. 
5. The default site of the newly entered user can also be selected from the drop-down of the Default Site field.
6. Mark the Visible check box if the user is to appear in reports.
7. Select Apply Group to apply a group to the user.
   
   Note: A group must be assigned to the user in order to apply properties associated with the user group.
   

• Apply Group: Assigns the user to a group and applies related properties. 
• Copy profile from user: Updates the user's profile and permissions with the selected user's profile and permissions.
  • Note: All the users available for the Staffing Supplier will appear in the Copy Information from drop down. The user permission can also be defined in the User Permission box by checking the options available.
    
•  Click Web Login to give a user access to the Outlook Connector. 

Note: Users must be added to the active directory for a complete set-up. Users can be added to the active directory via the User Manager for hosted clients. 

User Groups

User groups offer a way to quickly assign access to multiple users who require the same specialized permissions to specific aspects of Avionté.

Note: A user must be assigned to a User Group. 

Add a User Group

1. Navigate to your Admin Tool Main page and select the Employer category.
2. Double click on the Employer you are working with.
   
   
   
3. After selecting the Employer you are working with, a new window will appear with the employer's data. On this window, select the User tab from the options at the top of the page.
   
   
   
4. Once on the User tab, click the Add/Edit button. This will display the Admin User Details page.
   
   
   
5. On the Admin User Details page, press the Add New button. Clicking the Add New button will clear any data populating the fields in the User Info section.
6. With these fields clear, you can enter the name of the group you wish to create in the User Name field, and a description of that group in the Description field.
   
   
   
7. Below the Description field in User Info section you will find the Is Group check box. Make sure to check this box to create a new group.
8. Once this box is checked, select your site from the Default Site drop-down menu.
9. After selecting your Default Site you can set permissions from the User Permission table to the right of the User Info section.
   
   
   
10. When you have finished setting your user permissions you can click Save. This will produce a Warning message that asks if you're sure that you want to proceed. Click Yes to finish adding the new group.
    
    
    
11. Clicking the Yes button will complete the process for adding your new group. You will receive a Save Confirmation when the new group has been saved successfully.
    
    
    

Add a User to a Group

To add a user to a group begin by following steps 1-6 detailed above. Once you have progressed through step six you can add a user to a group by doing the following:

1. Select a user from the list at the top of the window. This will populate the User Name and Description fields in the User Info section with the selected users information.
   
   
   
2. After selecting your user from the list, click on the Apply Group drop-down menu and select the group you wish to add the user to.
   
   
   
3. Once the group has been selected you can click the Save button.
4. Clicking Save will generate the Copy Profile Confirmation. To complete the Save process, click the Yes button on the Copy Profile Confirmation window. At this point, theCopy Profile Confirmation window will close and you will receive a confirmation that the user has been successfully modified.
   

Modify User/Group Permissions

The following steps will take you through modifying permissions for users and groups.

1. Navigate to the Admin Tools Main page and select the System category.
2. Double-click Form from the System Choices menu. This will bring up the Config Form page.
3. On the Config Form page open the section you plan to grant permissions to (i.e., Front Office, Back Office, Report, etc.). You can expand the sections by clicking the "+" to the left of the Config Form section heading. This will allow you to select the sub-sections under the main heading, and grant or remove permissions to specific sections under the main section heading.
   
   
   
4. You can alternate between user and group permissions by selecting either the User or Group icon from the Shared By menu from the top, right-hand side of the page. This will allow you to grant or remove permissions to individual users or all members of a particular group.
5. Once you have granted or removed permissions to a particular section click the Save button to complete the process. A Save Confirmation window will appear indicating that the save has been successful.