Intelex

How to create a User Profile (2nd step)

by Mike Finch Updated on

Before you complete this step, you must first have created an employee account. See the article on how to add an employee.

Open the Intelex App. Dev, is the site where testing and practicing is performed. Any new profile will have to be created in both as required.

My Apps — Mozilla Firefox

Click on the System Setup cog to open the options and choose User Administration and User Profile

System Administration : Setup : Intelex 6.6.6.1 — Mozilla Firefox

Click Add User

Users : Intelex 6.6.6.1 — Mozilla Firefox

Search for the name you wish to create a Profile for and put a check mark against their name and choose Select. If you cannot find them, you must go to Employee Administration and fist create their details.

Users : Intelex 6.6.6.1 — Mozilla Firefox

Complete all relevant details including (1) the location where they regularly work or else regional or global. If they only need to see records from a single site then select the site. Global will allow them to see all records and likewise for regional.

You can remove access by removing the Allow Access check mark from the box.

User Access : Intelex 6.6.6.1 — Mozilla Firefox

Select the site where this user will log in every day.

User Access : Intelex 6.6.6.1 — Mozilla Firefox
User Access : Intelex 6.6.6.1 — Mozilla Firefox

Enter a unique email for this user

User Access : Intelex 6.6.6.1 — Mozilla Firefox

For general users, always select Concurrent Access. Full Access and System Administrator must only be selected if agreed with other admins

User Access : Intelex 6.6.6.1 — Mozilla Firefox

Save & Exit

User Access : Intelex 6.6.6.1 — Mozilla Firefox

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