Adding User Accounts


 

This section lists the steps for adding a new user

Add_User.jpg

User Addition Screen

   Sr. No

     Field Name

       Description

 

      1

 Full Name

The full name of the user whose account is to be created

 

      2

 Employee ID

The employee ID of the user

 

      3

  User Login ID

Login ID that would be used by the user to login to the system.  This ID has to be unique across the system.

 

      4

 Password

The password to be used by the user to login to the system has to comply with the password policy that is defined for the organization. A signal bar shows the strength of the password which is being set.

The signal bar can be interpreted as follows based on the number of bars which are displayed

      1 = Very Weak

      2 = Weak

      3 = Fair

      4 = Strong

      5 = Very Strong

By default, a very strong password would have a minimum length of 8, have both upper and lower case characters, have at least one numeric character and two special characters.

The password policy can be changed or disabled.

      5

Re-Enter Password

 Confirm the password

      6

Block Login

 Select this box to block access to SapphireIMS

 

      7

 Email-Address

E-mail address of the user. Note that all relevant system  notifications will be sent to the address specified here.

 

      8

Cell Phone

Mobile Phone number of the user. Note all relevant SMS notifications generated by the system will be sent to the number specified here

 

      9

 Telephone No

The telephone number of the user

 

      10

  Wing/WS

Wing/ Workstation number of the user

 

      11

  Department

Select the department the user belongs to. (This will list all the  departments that are created using the configuration screen 'Settings > User Management > Departments')

 

      12

  Location

Select the location the user belongs to. (This will list all the location that are created using the configuration screen 'Settings > User Management >Locations')

 

      13

Preferred Contact Method

Select the mode by which user prefers to be contacted

      14

Is Manager

Check this box if the user is a manager

 

      15

Manager

Select the immediate manager the user reports to.

      16

 Access Type

Select the role for the user. Various system level modules will be available to the user based on the selected role.

Note.gifNote: Select the 'Share BSM' access type to share only the performance dashboard with other users

 

      17

UI Interface

Selects the default user interface for Service Desk which the user is presented. This can be one of the following:

Classic : Older UI

Standard: Modernized UI

Note.gifNote: The UI can be switched from Standard to Classic after logging-in.

      18

User Profile Photo

Click the icon on the top right hand corner to upload the user profile image.

Note.gifNote: This image will be visible in the users Info listing in service desk ticket submission or ticket updation

 

      19

 Save

Saves the defined user to the system and redirects to the 'User Management' screen.

 

      20

Cancel

Cancels the current activity and redirects to the 'User Management' screen.

 

 

 

Note.gifNote: A user can have multiple roles. To achieve this edit the user and use the 'Map Additional Roles' options to select additional roles. However note that the primary role that is selected in the 'Access Type' will be used by the system to control the menu level options in the user interface.