Creating a User

To create a user, follow these steps:

1. Log in as a user with administrator privileges and go to the contractor detail or go to the detail of some organizational unit of the structure.

• • • The system displays the detail page of the given part of the organizational structure.

2. On the detail page of the given part of the organizational structure, in the Users section, click on CREATE.

• • • The system displays the Create User page.

3. On the Create User page, in the User Details, Personal Details, and Contact Details sections, enter the required information.

• • • The required fields are marked with an asterisk (*).

4. On the Create User page, in the Roles section, click + ADD ROLE.

• • • The system displays the Add Role dialog box.

5. In the Add Role dialog box, select an organizational unit and a user role in that organizational unit, and click ADD ROLE.

• • • If you select the basic organizational unit of the structure, i.e. the contractor, the system allows you to set, through the Also apply to all child units check box, the given role for the user also in all subordinate organizational units.

    • On the Create User page, in the Roles section, the system displays the added user role in the selected organizational unit / in the selected organizational units.

6. On the Create User page, click CREATE.

• • • The system displays the User Created dialog box.

    • The system sends a message with a link to create a password to the e-mail address provided during account creation.

    • When you close the User Created dialog box, the system displays the newly created user in the Users section of the detail of the given part of the organizational structure (i.e. contractor or organizational unit).

7. Open the e-mail sent by the system to the address provided when the user was created, in the e-mail click the ODKAZ PRO ZMĚNU HESLA link, and set the password to log in to the system.

The administrator had created a user account which a password was subsequently set for. This  has properly completed the user creation process.

Therefore, the user account is now fully functional and the user, after logging in, can perform all available operations based on their permissions in the organizational structure.