Add Agents

To add a new user to a FootPrints workspace, select Administration | Workspace | Users | Add Agents from the FootPrints Toolbar.  From the resulting page, you can create new FootPrints Agent and administrator users, as well as add existing FootPrints users to the current workspace.

Add a New User to the Current Workspace

Note

If the user is already a member of another FootPrints workspace, refer to Add an Existing FootPrints User to the Current Workspace.

1. Enter the new user's name.  When you enter the name, use the full name, e.g., Jill Smith.
2. Enter a FootPrints user ID.  This is the ID used to log into FootPrints, e.g., jsmith.  The user ID must be a single word with no spaces.
3. Enter the user's email address.
4. Choose a RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Project Administrator. for the user.
5. Optionally select a Supervisor for the user from the list of agents in the workspace. Supervisors can be used to designate where emails are sent when escalating Issues.
6. If the System administrator has defined only a single authentication method, and it is a non-FootPrints authentication method, be sure that the user ID you select corresponds to a user ID on the system against which you are authenticating.  If two authentication methods are available, you can select the method the agent is to use to log into FootPrints.  A FootPrints user ID is required even if you are using non-FootPrints authentication.
7. Choose a password for the new user (this is requested twice for accuracy).
8. Enter a value for Billing Rate if you want to calculate a fee based on time spent by the user working on Issues.  This is the hourly rate in dollars. This field is optional.
9. If the system supports both concurrent and fixed licenses, there is a choice to select the type of license for the user.
10. Check the Accessibility checkbox if the Agent that you are adding is vision-impaired and will be using a screen reader.
11. Enter the user's time zone. This is an optional field.
12. Enter a date format. This is an optional field.
13. Enter a language preference. This is an optional field.
14. Enter your password and click GO.

Add an Existing FootPrints User to the Current Workspace 

1. Choose the users you want to add from the Other FootPrints Agents list (hold down the CTRL key to highlight multiple users).
2. Enter your FootPrints password.
3. Click the GO button.  The users are added to the Users who belong to this workspace list.

Note

Adding an existing Agent, Workspace Administrator, or System Administrator to a workspace does not require an additional license.  A user with a fixed license can participate in any number of workspaces within a single FootPrints installation using the same license.

Adding Users to Multiple FootPrints Workspaces

An Agent or Workspace Administrator can belong to multiple workspaces.   You can add a user to a new workspace from the Add Agent User page for that workspace.  System Administrators are automatically members of all FootPrints workspaces.  Adding an Agent to multiple workspaces does not affect the number of licenses available.  That is, an Agent who is a member of multiple workspaces still only uses one individual license.