Create or Edit a User

Create a User

System administrators can create a new user and assign the new user any role or privileges, including creating additional System Administrators. To create a new user from the System Administration page:

1. Select Administration | System from the FootPrints Toolbar, then select User Management from the Users section of the main frame. The User Management page is displayed.
2. On the Create or Edit User tab, click the Create New User radio button.
3. Enter the information for the new user:

• Name—The name of the new user.
• User ID—The login ID that the user will enter when logging into FootPrints.
• New Password—Give the new user a password. The user can change the assigned password once he or she has logged in.
• New Password Again—Enter the password a second time to confirm that it has been entered correctly.
• Primary Email Address—Change the user's email address for FootPrints email notification. The option must be checked to receive email.
• Pager Email Address (optional) —Optionally enter a separate email address for a pager. This address can be used for escalation notification. Check this option to receive regular notification email at this address.
• Wireless Email Address (optional) —Optionally enter a separate email address for a wireless device. This address can be used for escalation notification. Check this option to receive regular notification email at this address.
• Hourly Billing Rate (optional)—Hourly billing rates are used in calculating the monetary amounts spent on Issues in addition to time spent.
• Rate's description (optional)—Enter a brief description of the billing rate.
• Accessibility (optional)—Checking this box enables use with "JAWS" and other text-to-speech browsers.

4. Enter the Workspaces to which this user belongs by highlighting the Workspace in the Available Workspaces field and using the arrow buttons to move the highlighted Workspaces into the Selected Workspaces field. The user will have access to Selected Workspaces. If you accidentally move an incorrect Workspace into the Selected Workspaces field, use the left arrow () to move the Workspace out of the field.
5. Click the Save button to save the user information. As soon as you have saved the information, that user has access to the specified FootPrints Workspaces.

Edit a User 

System administrators can edit an existing user to change the user's information. To edit an existing user from the System Administration page:

1. Select Administration | System from the FootPrints Toolbar, then select User Management from the Users section of the main frame. The User Management page is displayed.
2. On the Create or Edit User tab, click the Edit User radio button. The page displays a list of users, as well as drop-down fields and a checkbox to help filter the users. The drop-down fields and checkbox are as follows:

• Select users drop-down—Options are:
• All Users—All of the users in all Workspaces.
• Agents—All Agents, including administrators, in all Workspaces.
• Unique Customers—Customers in all Workspaces who have each of them a unique login.
• Shared Customers—Customers in all Workspaces who share their logins.
• not in—Check this box to find users who are not in the Workspaces you designate in the Workspaces drop-down field.
• Workspaces drop-down—Select the Workspaces from which to choose the users or from which to exclude them if the "not in" checkbox was checked.

3. When you have finished setting up the filter to obtain the users list, click the Load button. The list of users is redisplayed, filtered as you have specified.
4. If you know the User ID of a specific user whom you wish to edit, you can enter that ID in the User ID field and then click the Find button. The user information for the specified user is displayed in the fields below the list of users.
5. To edit a user in the list, click on the user's entry. The fields below the user list are populated with that user's information. Change the information as needed.

• Name—The name of the new user.
• User ID—The login ID that the user will enter when logging into FootPrints.
• New Password—Give the new user a password. The user can change the assigned password once he or she has logged in.
• New Password Again—Enter the password a second time to confirm that it has been entered correctly.
• Primary Email Address—Change the user's email address for FootPrints email notification. The option must be checked to receive email.
• Pager Email Address (optional) —Optionally enter a separate email address for a pager. This address can be used for escalation notification. Check this option to receive regular notification email at this address.
• Wireless Email Address (optional) —Optionally enter a separate email address for a wireless device. This address can be used for escalation notification. Check this option to receive regular notification email at this address.
• Hourly Billing Rate (optional)—Hourly billing rates are used in calculating the monetary amounts spent on Issues in addition to time spent.
• Rate's description (optional)—Enter a brief description of the billing rate.
• Accessibility (optional)—Checking this box enables use with "JAWS" and other text-to-speech browsers.
• Default Workspace—The user's default Workspace is shown. This cannot be changed from this page.
• Address Book—The Address Book containing the user's information is listed. This cannot be changed from this page.
• Role—You can change the user's role by selecting a different role from the drop-down field.
• Supervisor—The user's supervisor is listed. This cannot be changed from this page.

4. To add the user to a Workspace or Workspaces, highlight the Workspace(s) in the Available Workspaces field and using the arrow button to move the highlighted Workspaces into the Selected Workspaces field. To remove the user from a Workspace or Workspaces, highlight the Workspace(s) in the Selected Workspaces field and then click the left arrow ().
5. Click the Save button to save the user information. As soon as you have saved the information, that user has access to the specified FootPrints Workspaces.