Quick Start: How To Setup A New User
When adding a new employee, you need to set them up before they can use the system.
Step-by-step guide
- Go to Administration->Setup->General->Users
- Fill in all the information listed. Â The two required fields are User Code and User Name. Â Note: the User Code is limited to 8 characters.
- The email field is used when sending emails directly out of Orchestrated so ensure this is filled in.
- Location is used to auto populate on forms such as the Production worksheets. Â Choose the default location in the drop down. Â This is especially important if you have breweries in separate locations and wish to have this defaulted when the user opens up the Production worksheets.
- Create a password for the user, then toggle "Change Password at Next Logon" if it isn't already checked. Â This will allow the user to choose their own password to use from now on.
- When you have completed filling out the user's information, click the Add button at the bottom to finalize the creation of the user.
- In the Employee Tab, you can optionally create an Employee Master Data for the user to hold HR information, which you can then associate with the new user
- This is located in Human Resources->Employee Master Data (Switch to Add mode with CTRL + A)
- This is located in Human Resources->Employee Master Data (Switch to Add mode with CTRL + A)
You new user should now be setup.
Disclaimer: This is for all the non OnDemand Customers.
Note: Before they can access the software, this new user will need licenses and authorizations setup. See Quick Start: License Allocations for information on setting up licenses and Quick Start: Setting Authorizations for information on setting up authorizations.