Creating users

The first step requires the creation of users for the employees who will be accessing the application. You can create multiple users for one employee if necessary. Creating multiple users for a single employee is not generally encouraged due to several factors, including maintenance of multiple team assignments and user records.

Note: Users can also log in to the WFM application, ETM or mobility with a badge number and PIN by enabling the ALLOW_LOGIN_USING_BADGE registry parameter. The standard user and password will continue to work when this registry parameter is enabled. For more information, see Creating employee badge numbers and the Registry Parameter Reference Guide.

To create a user:

  1. Select Maintenance > Security > Users.
  2. Click Create New Entry.
  3. Specify the user name and password that is assigned to the employee in the User and Password fields.
    Leave the User IP field blank. The application identifies the IP address when the user logs on.
  4. Select the employee to which this user account belongs from the Employee lookup.
  5. Specify the latest date the employee can change their password in the Date Changed Pasword field.
    Leave this field blank to have the value set to the current date.
  6. Select the Active check box to enable the user account.
    If a user is locked out of an account, the Active check box automatically clears and the account becomes inactive. To reactivate the account, select the Active check box. In addition, the Bad Login count field can be set to number of times a user can attempt to log on with an incorrect password before the application locks the user out. The default value of 0 disables this feature.
  7. Select the security group for the user from the Security Group lookup. See Security groups.
  8. Optionally, specify an external e-mail address in the E-mail Address field.
    When specified, the application forwards all messages to this account, if you have purchased this option.
  9. Select the language locale for the user using the Locale lookup.
  10. Select the Can See Self check box to permit the user to see their timesheet. See Team security.
  11. Select the Can Proxy check box to enable the proxy settings for the user. See User proxy.
  12. Select the Is Power User field to indicate that the user is a power user.
    In general, a power user means that the user has access to the first three levels of the Team Security Hierarchy in an environment with more than 30,000 employees. This flag speeds up database queries for users with access to many employees, but introduces a slight performance lag for users with a normal load of visible of employees, so it should be used judiciously.
  13. Click Save.