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
The ADMINISTRATION > USERS screen appears

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