Adding users from the portal

Each user uses one user ID and password to log into the Surgical Instrument Management application, whether it is in standalone or interfaced mode. Users can either be added from the Portal, or they can be added through the Add User function. See To add a new user for information on adding users with the Add User function.

To add a user from the Portal

Select User Management in the Administration menu.
Select Users > Add User from Portal on the User Management page.

The Search for a Portal User to Add to Mobile SCM page appears.
Consider the following fields.

Portal User ID

Enter the user ID for the portal user that you want to add.

First Name

Enter the first name for the portal user that you want to add.

Last Name

Enter the last name for the portal user that you want to add.

Employee ID

Enter the employee ID for the portal user that you want to add.
Click Search to display the Portal users that fit your search criteria. To search for all users, leave the fields blank.

The Select a Portal User to Add to Mobile SCM page appears.
Click Add to Mobile SCM to add the portal user.

The Add Portal User to Mobile SCM page appears.
Consider the following fields and controls.

Group

Select the group to which the user is assigned.

Assign Access

Click this button to assign user access to locations.

Assign Defaults

Click this button to set the default locations for the user.
Click Add User to add the new user information to the application.

The Add New User confirmation page appears with the information for the user you added.
Click OK to return to the User Management page.