Setting Up Users
When setting up users, follow this general process:
- Create a user record and enter the user detail information.
- Assign a role to the user (Role field).
- Users' roles determine their access to tabs, features, records, and page layouts.
- Specify the manager that the user reports to (Reports To field).
The reporting structure determines whose records the managers can access. It also determines whose data is included in calculations for forecasting as well as reports for managers and executives.
- Activate the user when you want the user to start using the application (Status field) and, to notify the user about their activation, (Email Temporary Password When I Click Save check box).
Alternatively, you can import your user records using the import assistant. For more information about this option, see Import and Export Tools.
NOTE: You cannot delete users. When an employee leaves your company, change the Status for that user to Inactive.
The following procedure includes steps for doing the entire sequence in the recommended order.
TIP: Enter users who are at the top of the reporting hierarchy first.
Before you begin. To set up users at your company, your role must include the Manage Users and Access privilege.
To set up a user
- In the upper right corner of any page, click the Admin global link.
- In the User Management and Access Controls section, click the User Management and Access Controls link.
- On the User Management and Access Controls page, click the User Management link.
- On the User List page, do one of the following:
- To add a new user, click New User.
- To add several users quickly, click Quick Add.
This opens the Quick Add page for you to enter required, limited information for each user. For example, it does not allow you to specify the reporting hierarchy.
Note: You cannot use the Quick Add method if you have defined any other required User fields in addition to those on the Quick Add page.
After entering information in the Quick Add window, click Save. This takes you to the User List page.
- To edit a user's information, click the user's last name and, on the User Detail page, click the Edit button.
- On the User Edit page, complete the information. For more information, see User Fields.
- Save the record.
TIP: You can limit the user records you see by creating filtered lists. For instructions, see Working with Lists.
To open a filtered list for users
- In the upper right corner of any page, click the Admin global link.
- In the User Management and Access Controls section, click the User Management and Access Controls link.
- On the User Management and Access Controls page, click the User Management link.
- On the User List page, select an option from the drop-down list.
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