Create New User
Once you have user groups set up, begin adding users to the groups. To do so, follow these steps.
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Select Setup > Security > Users/Groups.
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Under Users, click the New button.
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In the User Name field, enter the user ID (for example, a technician’s number or initials).
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Enter a Display Name for this user. (This different from User Name, in that this is how the user's name displays on TMS screens.)
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Enter a User Password for this user.
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Verify the password by retyping it in the Re-Enter Password field.
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Select the Default Group for this user.
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To give the user additional group permissions, select additional group from the Add Group drop-down menu.
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Clear the check box next to Active if you don't want to activate this user yet.
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To tie this user to a resource, select the Resource and Details tab and fill in the available fields. (See Tie Resources to Users for more information on this function.)
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Click Save, or click Another to add an additional user.
When you click Save, you are returned to the Users and Group Setup screen, and your new user is added to the Users grid.
To edit an existing user, click the Edit button (the pencil icon) next to the user to edit.
To delete an existing user, click the Delete button (the red X) next to the user to delete.
About the Prompt User for Group Option
The General module option Prompt User for Group allows the user to select which of their groups they want to log into via a pop-up window that appears after they log in.
This might be helpful for the user, if they have access to two or more groups, in addition to their Default Group. If each group has different TMS permissions, the user might choose to log in with the permissions of one versus another.
However, if this option is not enabled, the user is logged into their default user group automatically.
