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edited by Megan Kahl
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edited by Megan Kahl
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1 -**DISCLAIMER**
1 +(% style="text-align: center;" %)
2 +
2 2  
3 -Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
4 +(% style="text-align: center;" %)
5 +(% style="color:#2980b9; font-size:28px" %)**CREATING A NEW USER IN EVEREST**
4 4  
5 -In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
6 6  
7 -EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
8 8  
9 -Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
9 +(% style="text-align: center;" %)
10 +**BY**
10 10  
11 11  
12 12  
13 13  
15 +(% style="text-align:center" %)
16 +[[image:Creating a New User_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
14 14  
18 +{{info}}
19 +(% style="text-align: center;" %)
20 +(% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
15 15  
16 16  
23 +{{toc/}}
17 17  
18 -**COPYRIGHT**
25 +
26 +{{/info}}
19 19  
20 -This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
21 21  
22 -EBSphere (Pty) Limited
23 23  
24 -P.O. Box 785803
30 +(% style="color:#2980b9" %)**IMPORTANT NOTE:**(%%) The creation of the new User can only be done by a Master User/ Super User.
25 25  
26 -Sandton
27 27  
28 -2146
33 +(% style="text-align: center;" %)
34 +== (% style="color:#2980b9" %)**Check if the User already exists**(%%) ==
29 29  
30 30  
37 +Always check to ensure that the User does not already exist in the database. Type the User’s Surname and Name in the “Search” field provided.
31 31  
32 -[[image:Creating a New User_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] The creation of the new User can only be done by a Master User/ Super User.
39 +(% style="color:#2980b9" %)**Do not**(%%) click on the search button.
33 33  
34 -//Check if the User already exists//
41 +[[image:Creating a New User_html_ced5b95fe7679475.png||height="189" width="397"]]
35 35  
36 36  
37 -Always check to ensure that the User does not already exist in the database. Type the User’s Surname and Name in the “Search” field provided. **Do not** click on the search button.
38 -
39 -[[image:Creating a New User_html_3a7b577b40693d91.gif||alt="Shape2"]] [[image:Creating a New User_html_70d12159b6d06ced.gif||alt="Shape1"]] [[image:Creating a New User_html_ced5b95fe7679475.png||height="189" width="397"]]
40 -
41 41  Select the People menu at the top of the page and select Search. The new user should not exist before proceeding.
42 42  
43 43  [[image:Creating a New User_html_37ebd8b8b658951e.png||height="145" width="154"]]
... ... @@ -44,39 +44,37 @@
44 44  
45 45  
46 46  
50 +(% style="text-align: center;" %)
51 +== (% style="color:#2980b9" %)**Adding the new User**(%%) ==
47 47  
48 48  
54 +Select “Click here to add a new row” to create an entry for the new user. Complete the required fields and press the Save icon.
49 49  
56 +[[image:Creating a New User_html_816aee21d974e4b5.png||height="25" width="22"]]
50 50  
58 + [[image:Creating a New User_html_a498f9c56d993ded.png||height="70" width="630"]]
51 51  
52 52  
61 +Double click on the (% style="color:#2980b9" %)__view__(%%) hyperlink on the right. Select the Edit button and ensure that the user has been flagged as an Administrator by placing a tick in the field provided on the Personal Info tab.
53 53  
54 -//Adding the new User//
63 + [[image:Creating a New User_html_db08dc4afb6a97f3.png||height="328" width="630"]]
55 55  
56 56  
57 -Select “Click here to add a new row” to create an entry for the new user. Complete the required fields and press the Save icon. [[image:Creating a New User_html_816aee21d974e4b5.png||height="25" width="22"]]
66 +Select the (% style="color:#2980b9" %)**System Information** (%%)tab to provide the user with relevant access.
58 58  
59 -[[image:Creating a New User_html_3632fa76ce839d4f.gif||alt="Shape3"]] [[image:Creating a New User_html_a498f9c56d993ded.png||height="70" width="630"]]
60 -
61 -Double click on the __view__ hyperlink on the right. Select the Edit button and ensure that the user has been flagged as an Administrator by placing a tick in the field provided on the Personal Info tab.
62 -
63 -[[image:Creating a New User_html_ac283a550b9f58eb.gif||alt="Shape4"]] [[image:Creating a New User_html_db08dc4afb6a97f3.png||height="328" width="630"]]
64 -
65 -Select the **System Information** tab to provide the user with relevant access.
66 -
67 67  [[image:Creating a New User_html_1bf84887fcdf58ba.png||height="166" width="630"]]
68 68  
69 69  Complete the required information: -
70 70  
71 -**Username** Add the Username in the format the business requires
72 +(% style="color:#2980b9" %)**Username** (%%)Add the Username in the format the business requires
72 72  
73 -**Expires **Select the current date to ensure that the user resets the password on initial login
74 +(% style="color:#2980b9" %)**Expires**(%%)** **Select the current date to ensure that the user resets the password on initial login
74 74  
75 -**Password** Create a default password for the user
76 +(% style="color:#2980b9" %)**Password**(%%) Create a default password for the user
76 76  
77 -**Web Pwd** Create a default web password for the user (if applicable)
78 +(% style="color:#2980b9" %)**Web Pwd** (%%)Create a default web password for the user (if applicable)
78 78  
79 -**User Level** Select the level of access the user requires from the drop down
80 +(% style="color:#2980b9" %)**User Level**(%%) Select the level of access the user requires from the drop down
80 80  
81 81  Select the **Save** button.
82 82  
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84 84  Ensure an email is sent to the User with their login details – Everest does not send an automated email.
85 85  
86 86  
88 +
89 +(% style="text-align: center;" %)
90 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
91 +
92 +
93 +(% style="color:#2980b9" %)**DISCLAIMER**
94 +
95 +Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
96 +
97 +In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
98 +
99 +EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
100 +
101 +Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
102 +
103 +
104 +
105 +
106 +(% style="color:#2980b9" %)**COPYRIGHT**
107 +
108 +This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
109 +
110 +
111 +EBSphere (Pty) Limited
112 +
113 +P.O. Box 785803
114 +
115 +Sandton
116 +
117 +2146
118 +
119 +
120 +
121 +(% style="text-align:center" %)
122 +[[image:Creating a New User_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
123 +
124 +
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