How to Add User Records

Path: Admin > User Management > Records / Identity Tab

Most of the fields on this window are self-evident. Organization Unit is an alpha-numeric field used exclusively for a client's reference. Text entered in the field is not included in standard reports.

Mark the Default From Email check box if you want this user's name to appear by default in the From field of automatic email messages sent within WebTMA for records generated when this User is logged in. WebTMA checks the record of the logged-in User first. If no e-mail address is specified, WebTMA looks to the dispatcher record and then the client record.

The LDAP check box applies to organizations that use the Lightweight Directory Access Protocol for login. See How to Add LDAP Users for more information.

If you do not use the LDAP protocol and you want to give some users access to WebTMA without requiring login, mark the URL Login check box. When the box is marked, you can generate a Login URL using the Action Menu. See Login without ID and Password for instructions.

1. Open the User Management window.
2. Click Add on the WebTMA toolbar.
3. Type a unique Login ID — used to log in to WebTMA. If you use LDAP, see How to Add LDAP Users.
4. Complete the other required fields on the window. The labels are self evident.
5. Select the Role.
6. (Optional) Mark the LDAP check box if you use the Lightweight Directory Access Protocol for login. See How to Add LDAP Users.
7. Click Save on the WebTMA toolbar.

NOTE: After a user record has been created, assign preferences, privileges, and access rights to the user. This is done using other Tabs on the User Management window. Until access is assigned, the new user cannot open any windows in WebTMA.