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Plan and Create User Accounts

Before creating a user account, you should determine the user’s information and permission requirements. To do so, answer the following questions:

  • What is an appropriate username and password for the user account?

  • What position or positions will the user be assigned to? Does the position already exist?

  • Will the user be a WebEOC administrator? If so, do they need access to all administrator areas or only particular ones?

  • Will the user need to be able to send emails?

  • Will this account only be used by the WebEOC API?

Once these questions are answered, you can navigate to the Users: Create User page and create the user account.

Note: Partial Administrator rights and permissions are assigned via an Admin Profile.

To create a new user account
  1. In the Admin window, go to Users: Users. The Users page opens.

    Users_Manager_User_List.png

  2. Click Create User.

  3. On the Users: Create User page, enter the user's username.

    Users_Manager_Add_User.png

  4. For Primary Email, enter the user's primary email address.

  5. For Secondary Email, enter the user's secondary email address and then click the add icon to add the address to the list.

    Note: Repeat this step if you want to add more email addresses to this account.

    Tip: To remove an email address from the list, select the email address, and then click the remove icon.

  6. Enter the user's password, and enter it again for Confirm Password.

    Note: Passwords are case sensitive, limited to 50 characters, and can contain virtually any character, including special characters such as a space, #, &, or $. System-wide password requirement settings can be configured from the General Manager.

  7. Optionally, to ensure the user changes their password the next time they log in, select the Change password at next login? check box.

    Tip: This feature is useful if an administrator has set an initial password for a user or has reset a user’s password.

  8. Click Account Type.

    Tip: The options visible in this list depend on whether you have full administrator permissions.

    NoteThe Sub-Administrator account type is available only in WebEOC Enterprise. Refer also to Account Types.

  9. If you selected Sub-Administrator for Account Type, then:

    • For Organization to Administer, select the organization this sub-administrator is responsible for managing.

    • For Account Organization, select the organization this sub-administrator is to be a member of.

      Tip: Learn more about organizations and how to create them so they appear in this list.

  10. If you selected Partial Administrator for Account Type, then, if appropriate, specify account administration settings in the System Access section by assigning one or more Admin Profiles.

  11. To disable the update between the Additional User Information page displayed during the login process and the data stored on the Edit User page, for User Update, select Disabled.

    Note: If you do not select the Disable User Update option, all updates the user makes during the login process are saved to the user's account profile.

  12. If multiple users are likely to use this account simultaneously or log into an account on multiple devices simultaneously, select Enabled for Multiple User Login.

    Note: The Multiple User Login option may not be available in your WebEOC system.

  13. To make a user session expire after 20 minutes of inactivity, for Inactivity Logout, select Enabled. By default, this setting is enabled.

  14. Optionally, specify the user's background color. Click in the User Color field and use the palette to select the color or enter a color code.

    Tip: Background colors can help users distinguish between usernames that are displayed on a status board.

  15. Optionally, for Expiration Date, set a time at which to terminate the user's privileges in WebEOC. Once this date is reached, the user's account is locked until further action is taken.

  16. In the Personal Information section, complete the fields as applicable.

    Note: Information in this section auto-fills the Additional Login Information window during the login process. You can change information that is displayed by default. Enter the user's first and last name in the Name field.

  17. If applicable, attach a file to the user's account. Click Choose File and locate the file on your computer.

  18. To assign a position to the user account:

    • In the System Access section, if it is not already selected, click the Positions tab.

    • Click Add Position.

    • Select one or more positions.

    • Click Add.

  19. To view mobile devices that have been configured to access WebEOC, in the System Access section, click the IMX Connect tab.

  20. Click Save.

The new user appears in the list of WebEOC users on the Users page. In the table, you'll note that a Date Created field is automatically populated for the new user if the account was created after the 8.4 release of WebEOC.

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