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Who: |
Sys Admin |
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Why: |
Users cannot access LPG until their profile has been completed. |
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When: |
New Personnel required to use LPG |
Before you begin
- Ensure that Resources have been created to enable the user profile to be completed.
Procedure
1. On the LPG menu select Users > Find Users.
The User List screen appears.
2. Click the Create
The Create User screen appears.
3. Fill in the User information.
N1 - Username: 6 to 8 characters
N2 - User Type: Whether the person is part of the Customer or the Provider company?
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· A red asterisk next to a field indicates it is mandatory and information must be entered. · Phone numbers must be input in the following format: 99 9999 9999 or 0499 999 999. |
N3 – Key Personnel: Tick if the user is a Key Person. Additional fields are presented if this box is ticked.
4. When all the User information is complete and accurate, click the Submit
The display returns to the User List with all users listed.
N4 - The new user is added to the list.
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· If the user has been flagged as a Key Person, they will need to be associated with the Areas of Law that they are experts in. See topic Manage Key Provider Personnel. |
Tips & Troubleshooting
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· It is possible to create a User by “cloning” the User details of another User. Find the User and click Copy (N5). Click this Help Guide for details.
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