Add/Update User

<< Click to Display Table of Contents >>

Navigation:  Users >

Add/Update User

System Administrators can add users to ResSched using Administration>Users>Add User in the main menu.  To edit an existing user use Administration>Users>Browse Users, select the user and click pencil button to open.  To delete a user, use the same path but click the trash button.

 

General Tab

 

Access Level

Available options are:

view only user, public view only reserve user, general user, resource administrator, system administrator

 

For public view only user ID's, select Menu Access or Specified Schedules

User Name

Unique identifier for user, preferably an email address.1 Required

Primary Email Address

Required primary email address (defaults to user name address if used)

2nd Email Address

Second optional email address for security notifications.

First, Last Names

First and last names of the user. Optional

Department

Entry if the user is part of a sub group in the organization. Optional

User as Client

Whether the user is also a client in ResSched.   If "Also a client" or "Only client" are selected, a client record for this user is created when the user information is saved. With "Only Client". the user can not make any bookings with anyone else as the client. 2

Passwords

Passwords must be entered twice and conform to the password strength requirements set in User Access in Organization Settings. The Generate button will create random passwords according to the strength settings. The password will be valid for the Hours Before Expiry  specified in Organization Settings (0 = no expiry). The user will be required to change the password when they first log into with this new password. 1

Email Password

If turned on, the new password will be emailed to the primary email address of the user with notification to the second address if there is one.

 

Authorized Resources Tab

 

Determines which resources a user can view or book. Users with the authority to book a resource also have the authority to view the resource's schedule, although the details of other users' bookings may be hidden.   Users' authority to book or view resource schedules can come from global sources.   Individual user authority can also be increased for specified resource groups or individual resources.

 

 

 

Book/view all resources

Book All - user is authorized to book and view all resources (for General and Reserve users only),

View All - user is authorized to view all resources. Any authority to book is from another authorization source.

No - User's authority to book or view must come from another authorization source

 

Conditional upon user access level and authorization set in Organization Settings

Book/view/select all resource groups

Book All - user is authorized to book and view all the resources in all the resource groups.

View All - user is authorized to view the all resources in all the resource groups.

Select Only - user can select any resource group to book or view resources, but can only book or view those resources they have other authorization for.

No - user needs other authorization to use resource groups.

 

Conditional upon user access level, organization settings, and previous selection of Book/view all resources.

Resource Groups for this User

List of all the resource groups available to the user and what the user can do with them.  When the user's authorization for the group is not predetermined by a higher authorization source, system administrators can change the user's authorization.

 

Book All - user is authorized to book and view all the resources in the resource group.

View All - user is authorized to view the all resources in all the resource group.

Select Only - user can select the resource group to book or view resources, but the user will only be able to book or view those resources they have other authorization for.

 

The Add Group button lets the administrator add groups to the user's list.

 

Conditional upon user access level, organization settings, previous selections in Book/view all resources or Book/view/select all resource groups

Specific Resources for this User

List of all resources available to the user and what the user can do with them.  It shows the authorization for all users and for this individual user. System administrators can change the individual user's authorization for those resources not predetermined by the authorization for all users.

 

Book - user is authorized to book this resource

View - user is authorized to view this resource

 

The Add Resources button lets the administrator add resources to the user's list.

 

Conditional  upon user access level, organization settings, previous selections in Book/view all resources or Book/view/select all resource groups

 

Authorizations to use specific resources or groups are mirrored in Add/Update Resource

 

 

User Groups Tab

List of any User Groups the user is part of. Use the Add Groups button to select User Groups, and the DeleteButton button to remove the user from a group.

 

 

Notes Tab

 

Users can add up to 5000 character of free form text to the user.

 

 

1 Public View Only User IDs do not have passwords and should not have an email address as the user name or a second email address

 

2 Available for reserve and general user access level only. Enable Clients must be turned on in Organization Settings. Multiple Clients must be turned off