ADMINISTRATION > USERS |
If your role is that of TBI Administrator, you can access the
administration section of the registry and search for existing user accounts,
edit user accounts, and add new users |
To navigate to the
Administration application, use the following steps |
1. Click
the Administration tab located in the Tabs Bar The
ADMINISTRATION > USERS screen
appears. By default, the task, “Users” is highlighted in the Left Navigation
Bar |
2. If
you are looking for a specific user, enter a username in the field labeled
“Search” and then click the Search button |
3. The
results of the search appear in the Users panel If more than one username fit
the search criterion, all will appear 4. If
there is no matching record ‘No records found’ message will be displayed 5. You
can resume your search or start a new one by clicking the Clear button and
repeating step 3 6. You
can navigate the entire list and view all users by clicking the page numbers
located at the bottom center of the screen To add Users |
1. Click
the “Add User” button located at the bottom of the ADMINISTRATION > USERS
screen |
a. The
ADMINISTRATION > USERS > ADD NEW
USER screen and “Search NT Username” panel appears |
2.
Click the Search field in the “Search
NT Username” panel and enter the username you wish to add and then click the
Search button |
a. If
the username already exists within the application, an error message appears
in the “Search NT Username” panel |
3. Click
the Clear button to start a new search and enter a different username in the
“Search” field and then click the Search |
a. If
an NT Username account does not exist for the user you wish to add, the ADMINISTRATION > USERS > ADD NEW
USER screen appears |
4. Complete
the “Edit User Account Information” panel by clicking in the fields and
typing in the required information You can also navigate through the fields
and enter user account information by using the Tab key on your computer’s
keyboard |
1. When
you have entered information in every applicable field, click the Save button
located at the bottom of the panel and next to the left navigation bar The
Save Successful pop-up window appears |
5. Close
the Save Successful pop-up window by clicking the OK button |
6. Exit
the “Edit User Account Information” panel by clicking the Close button
located at the bottom of the panel and adjacent to the left navigation bar a. You
will return to the ADMINISTRATION >
USERS screen |
To edit a user’s account
information |
2. In
the ADMINISTRATION > USERS
screen and the Users list, click the “Edit” link corresponding with the
user’s account you wish to edit 3. The
“Edit User Account Information” panel (in the ADMINISTRATION > USERS > EDIT USER ID: screen) appears 4. Complete
the “Edit User Account Information” panel by clicking in the fields and edit
the information You can also navigate through the fields and enter user
account information by using the Tab key on your computer’s keyboard |
5. When
you have completed editing, click the Save button located at the bottom of
the panel and next to the left navigation bar The
Save Successful pop-up window appears |
6. Close
the pop-up window by clicking the OK button |
7. Click
on the Close button located at the bottom of the panel and near the left
navigation bar |
To edit a user’s roles
information
1. In
the ADMINISTRATION > USERS
screen and the Users list, click the “Edit Roles” link corresponding with the
user’s account you wish to edit 2. The
“Edit User Role Information” panel (in the ADMINISTRATION > USERS > EDIT ROLES FOR USERS ID: screen)
appears |
3. When
you have completed editing the role, click the Save button located at the
bottom of the panel and next to the left navigation bar. The
Save Successful pop-up window appears |
4. Close
the pop-up window by clicking the OK button |
5. Click
on the Close button located at the bottom of the panel and near the left
navigation bar |