Introduction

This document provides an explanation of how to add a user to your company. Only a user with administrative privileges can add a user and user role. A user role must exist prior to adding a user. If no user role exists, one must be created.

Adding a User Role 

1. Log on to the One Network system.
2. Click Administration > Roles.
   
   
   The Roles screen is displayed with a list of the current roles.
    

3. To add a user role, click Add Role.
   
   
   The Add Role screen is displayed.
   
   
   Enter information in the various fields to add the user role.

   Fields marked with an asterisk symbol (*) are required.

    

   • Name field - enter the name for your role. Note: This will be the name of the role that will be used later when you add a user.

   • Type Name field - select one of the available user role types from the drop-down list.

     Coordinator or CSR roles do not have administrative privileges.

   Once all information has been entered, click Save. You will receive a message that the user role was successfully created.
   

4. Here is step 5.

Adding a User to Your Company

1. Log on to the One Network system.
2. Click Administration > Users.
   
   
   The Users screen is displayed with a list of the current users. 
3. To add a user, click Add User.
   
   
   The New User screen is displayed.
   
   
   

4. Enter information in the various fields to add the user.

   Fields marked with an asterisk symbol (*) are required

   • User Name field - enter a username in the User Name field.  

   This will be the username that the person will use to login to the One Network system. Usernames need to be unique in the One Network system. The user will need to enter this name exactly as it is entered in the User Name field when logging in to the One Network system.

   • First Name and Last Name fields - enter the user's first and last name in these fields.
   • E-Mail field - enter the user's email address in the this field.

   The e-mail contained in the E-Mail field is used when a user needs to reset their password.

   
   
   
   

5. To add roles, click the Search icon next to the Add Role field.

   If there are no roles displayed after clicking on the Search icon, refer to the first section in this guide on adding a user role.

   

6. On the pop-up window, select the checkboxes for the roles to be assigned to this user and then click OK.

   

7. Once all information has been entered on the New User screen, click Create. You will receive a message that the user was successfully saved.

   

8. If a user has multiple roles, the user can select which role to use at a given time. To switch roles, click your username in the top right corner and click Switch Role and then click one of the roles from the list.