User Profile

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Introduction

This section defines User Profile Screen.

Sel User.png

Go To Settings and Security


In order to assign the User Account to employees we use User Profile screen. You can also view and assign geographical accessibility of employees, using this screen.

How to Use

User Profile: Choose an Employee from the list. The list takes information from Employee Information that is under the module Core Modules and the sub-module Employee. The employees information will appear.

To edit users information: the user clicks Add and then:

Employee ID: choose an employee from the list. The list takes information from Employee Information that is under the module Core Modules and the sub-module Employee. you can edit thin formation by writing the password in Password and re-writing it in Confirm.

Locking: user can lock the user profile for a period of time, first, user can choose yes from Locking then choose a date from Locking Date and when the locking expires from Pass Expired On, user can add remarks and lock reason in Remarks and Lock Reason.

Default: user can choose the default language from Default Language that take information from the screen Language Setup which is under the module Core Modules and the sub-module Setups. User can also choose from where the user profile can access the system by choosing from Location Access that takes information from Static Combo List. if the user chose Select a new section opens, by clicking Add in the new section user can add ID and Name of the Locations.

at the end user needs to click Save and Authorize.


View existing User Profile

To view Employee Select from drop-down menu inUser Profile.

User 000021.png

User having rights to amend can change locking and give remarks against it (E.g. Resign, Terminated etc...)

Location Access defines from where the Employee (000021 in this case) can access his account. The drop down provides option of "Selected" and "All".

All, disables the selection plane below.

Selected, allows to select the location options, earlier defined in Locations. ('Sofdigital Systems Dammam' and 'SofDigital System Alahsa' selected for Employee 000021)


Adding New User

To create new user, first define Employee details from Employee Information Screen, and assign job that is previously created using Job Information Screen.

Step 1: Now Create a new User Profile against that Job No & Employee ID(In this case Test User User with Employee ID 000110 & Job No 3673)

New User.png


Step 2

Set password. Select No in Locking and define Location Access similarly as briefed above.


The new profile is ready to use and can be given Employee. User rights can be defined using User Rights


The Login Screen is the first screen to appear to the user, through it the user can enter the system by typing his user ID and Password. Thus screen helps with adding users to the system.