Intelex

How to set a new user account and user profile

by Mike Finch Updated on

Open the employee admin section and Employees. Ensure the correct location is chosen and check their email address is correct. If the employee does not exist, you need them to raise a helpdesk request to set them up a single sign-on account before you can begin this process.

Daniel Bloom : Intelex 6.6.6.1 — Mozilla Firefox

In the Group, workgroups and location roles, select the roles necessary for this employee.

Daniel Bloom : Intelex 6.6.6.1 — Mozilla Firefox

Specify the level of access. Contact a system administrator if you are unsure what these roles do.

Rajan Balasubramanian : Intelex 6.6.6.1 — Mozilla Firefox

Scroll down to Associated Locations.  Here you can add other locations this employee will be authorized to see and perform actions in depending on access levels. Click on Attach Entry to add other locations.

Ai Wah Lim : Intelex 6.6.24.0 and 18 more pages - Work - Microsoft​ Edge

Now select User Access to set up the profile.

Rajan Balasubramanian : Intelex 6.6.6.1 — Mozilla Firefox

Ensure that their location is set as per their Employee record. You can set their Culture which determines the language they will see the application in. If you select Determine Automatically, the applications' content will appear in whatever language they have set on their computer. The same applies for the time zone settings.

User Access : Intelex 6.6.6.1 — Mozilla Firefox

Set their License type to reflect whatever access type they require. Concurrent is most common and what most users should have. System Administrator is the highest level and Full Access allows somewhere in between the two, giving more access for example to create reports and dashboards. Set to Concurrent unless otherwise approved.

User Access : Intelex 6.6.24.0 and 18 more pages - Work - Microsoft​ Edge

Once all is completed for Employee details and User Profile you can click Save & Send Email which will notify the user of their access now set.

User Access : Intelex 6.6.24.0 and 18 more pages - Work - Microsoft​ Edge

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