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Create a User

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Administrators with the appropriate authority can add users to regions. A user account allows an individual to log in to EMResource and view activity. Some users are also perform update activities for their particular resources.

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Roles and rights are assigned during the user creation process. The roles you assign to users govern the views and features that are available to them. Specifically, a role grants a predefined set of rights.

You can specify the region views to which the user has access, including the user's default view. If your region has mutual aid agreements set up with other regions, you can allow this user to have access to viewing one or more them. This feature may be particularly appropriate for those along regional borders.

While creating the user's profile, you will specify the resources to which this user has access, and the type of access that user has. For example, you can specify that the user can only view the resource, or allow the user to update the resource's status
or run reports.

Refer to About Users and Access to Resources for more information.

In addition, you can access this new user's notification preferences after you save this new account. Refer to Edit a User for details.

Creating a new user account involves defining profile details, assigning a role or roles, assigning one or more views, and more.

A number of filters are available to you at the top of the Resource Rights section of the Create New User page. In addition to filtering by resource type or searching by name, you can filter the list of resources by the rights you can assign in this section: association with the resource, update status, run reports, view resource, and administer users.

To create a user
  1. From any page, open the Setup menu in the main navigation bar and click Users. The Users List opens.

  2. Click Create New User. The Create New User page opens.

  3. In User Profile, enter the Username.

Tip: If you want to check whether this username is already in use, enter it and then click Check Username. If it is in use, you must specify a different username.

  1. In Initial Password, enter the user's password, and confirm it by entering it again in Confirm Password.

  2. Complete the appropriate name and contact information fields:

  • Full Name (required)

  • First Name

  • Middle Name

  • Last Name

  • Organization

  • Contact Phone

  • Primary Email

  • Email Addresses

  • Text Pager Addresses

Tip: If you are entering multiple email addresses and/or text pager addresses, separate them with a comma.

Note: EMResource validates that the email and text pager addresses you enter are formatted correctly, and notifies you when they are not.

  1. In Administrative Comments, enter comments about the user, if appropriate.

  2. In the User Type & Roles section, select one or more roles for this user.

  3. If you want to set this user up as a resource administrator:

    1. In the User Has Role column of the User Type & Roles section, select the user's role or roles.

    2. In the User Can Assign Role column, select the role or roles this user can manage.

  4. In the Views section, from Default View select the user's default view.

  5. In Views in This Region select the views this user can access.

  6. If appropriate, select the views from other regions this user can access (View Other Regions section).

Tip: You can quickly allow this user to all views in other regions by selecting the Select All check box at the top of the list.

  1. In the Resource Rights section, select and clear check boxes to add to or change a user's access to resources.

  • Associated With

  • Update Status

  • Run Reports

  • View Resource

Tip: Use the search fields at the top of this section to quickly find the appropriate resources.

  1. To restrict the user's visibility into a resource's status types:

    1. Locate the resource and click the Refine link next to the resource's View Resource check box. The Refine Visible Status Types window opens.

    2. Select or clear status types.

    3. Click Save Changes.

  2. If you are the region administrator and you are setting this user up as a resource administrator, select the Administer Users check box for each appropriate resource.

  3. Expand the Advanced Options section.

  4. As appropriate, in Additional User Rights add more rights for the user.

Tip: You do not need to select the rights that have a red asterisk (*) next to the name. The user inherits these rights from the role(s) you selected.

  1. Click Save.

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Last modified
15:11, 9 Jun 2017

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