Create an Everyday User from a Group
Concept: An everyday user is a registered user who can submit requests for reservations or schedule reservations in EMS Web App. (Click to Expand)
When you add a new group or individual in your database, you decide the "level" of the group that you are adding. For a group that is added at the individual (personnel/employee) level, you might also need to create an everyday user from the group. This user can then create and view reservations on behalf of a group or groups in EMS Web App. You can create only one everyday user from a group. When you create an everyday user, you can also specify one or more delegates for the everyday user. A delegate is an everyday user who can create and view reservations on behalf of another everyday user.
- On the toolbar, click the Groups icon.
- Select the group for which you are creating the everyday user, then click Tools > Create Everyday User.
- Enter the information for the everyday user before you save.
To access your everyday user, on the EMS menu bar, click Configuration > Web > Everyday Users.
|
Field |
Description |
|---|---|
|
Name |
Automatically populated after you select the group from the Groups window. |
|
Password |
The password that an everyday user must enter to log in to EMS Web App. |
|
Email address |
If this information has been entered in the Groups window for the group, then this field is automatically populated after you select the group from the Groups window. If the field is blank, you must enter the full email address for the user. (The user must enter this address to log in to EMS Web App.) |
|
Phone/Fax |
Optional fields. If this information has been entered for the group, then these fields are automatically populated after you select the group from the Groups window. If the fields are blank, you can enter values if needed. |
|
Notes |
Optional field. |
|
External Reference |
Optional field. Links the everyday user to a group and/or HR Toolkit. |
|
Network ID |
Optional field. The everyday user's network ID. |
|
Email Opt Out |
Select this option if the everyday user is not to receive automatic emails (such as reservation summary emails) from EMS Web App. The user will still receive manually sent emails. |
|
Status |
Required field. Select the status for the everyday user:
|
|
Security Template |
Required field that determines the everyday user's access to the system—the menu items that the user can see and the information that the user can view in a tooltip when 'rolling-over' an event in EMS Web App. |
|
Time Zone |
Required field. Select the time zone for the user. |
- Open the Process Templates tab and on the Available list, use the arrows to move button templates to the Selected list. An everyday user process template defines the functions that are available to each type of everyday user in EMS Web App when the user is submitting a request for a reservation
- Open the Groups tab and do one of the following to specify the groups on whose behalf the everyday user can view and make reservations in EMS Web App.
- The group (everyday user) is selected by default. You can leave this group in the Selected list, or you can select the group and click the Remove button (<).
- Specify any combination of search criteria for Find and Group Type, and then click Display to produce a list of all groups that meet the criteria. In the Available list, select a group, or Ctrl-click to select multiple groups, and then click the Move button (>) to move the selected groups to the Selected list.
If you leave Find blank, then a list of all currently active groups for the selected group type is displayed. If you enter a search string in the Find field, the string is not case-sensitive, but your search is limited to the exact order of the characters in the string and it must begin with the information for which you are searching. For example, And returns Anderson, Scott, but not Cooper, Anderson.
- Open the Delegates tab, and in Search by, do one of the following to specify the delegates for the everyday user:
- Leave Find blank, and then click Display to open a list of all currently available Everyday Users. Select a user, or Ctrl-click to select multiple Everyday Users, and then click the Move button (>) to move the selected Everyday Users to the Selected list.
- In Search By, select the option by which to search (Email Address or User Name), and in the Find field, enter the string by which to filter your search, and then click Display. Select an everyday user, or Ctrl-click to select web multiple users, and then click the Move button (>) to move the selected users to the Selected list.
The string is not case-sensitive, but your search is limited to the exact order of the characters in the string and it must begin with the information for which you are searching. For example, if searching by Email Address, a search string of bob returns [email protected] but not [email protected].
- You can click Spelling to spell check any information that you manually entered for the everyday user.
- Click OK.
A success message opens.
- Click OK.
