ADDING USERS
Overview
This guide will assist you in adding Users to your Kradle account.
Β Β A User must have Administrator Permissions to access the Admin menu
Add a User
- Select Admin | User List from the menu to open the User List blade.
- Click the Add New User icon
and enter the User details on the General tab.
- On the Permissions tab, manage User access to Primary (and Secondary) menu items:
- Admin
- Database
- Jobs
- Job Management
- On the Function Groups tab, select Function Groups appropriate to the User.
- Click the Save icon.
New User details will be displayed on the User List blade. An email containing a Username, temporary password and a login link will be sent to the new User.
To create, edit, or delete Function Groups refer to the Function Groups help desk article.
Adding Multiple Users
- To add multiple Users, a spreadsheet must be prepared and saved as XLS or XLSX format. User details must be entered in the spreadsheet (beginning on the first row) in the following order:
- Column A β Title
- Column B β First Name
- Column C β Last Name
- Column D β Email Address
- Column E β Mobile/Cell Phone Number (+country code, area code, number)
- Column F β Employee ID
- Column G β Position
- Column H β Department
First Name, Last Name, Email and Phone Number are mandatory fields. A maximum of 100 users can be imported at a time.
- Select Admin | User List from the menu to open the User List blade.
- Click the Import User icon
- Click the Open icon
and navigate to the location of the previously saved XLSX/XLS document.
- Select the document name and click Open. The contents of the document will be displayed in the table on the Users Import blade.
- Click the Import icon
Β User details who have been successfully added will be displayed on the User List blade. Β An email containing a Username, temporary password and a login link will be sent to each User. Errors that may have occurred during the import process will be displayed on the Users Import blade.
- If necessary, correct errors or add missing content directly in the table and click the Import icon
. User details who have been successfully added will be displayed on the User List blade. Alternatively, open the XLS/XLSX document and correct errors or add missing content then resave. Repeat the import process again from step #3.
- On the User List blade, click the name of the new User.
- On the Permissions tab, manage User access to Primary (and Secondary) menu items:
- Admin
- Database
- Jobs
- Job Management
- On the Function Groups tab, select Function Groups appropriate for the User.
- Click the Save icon.
HELPDESK MENU
ADDING USERS
Overview
This guide will assist you in adding Users to your Kradle account.
Β Β A User must have Administrator Permissions to access the Admin menu
Add a User
- Select Admin | User List from the menu to open the User List blade.
- Click the Add New User icon
and enter the User details on the General tab.
- On the Permissions tab, manage User access to Primary (and Secondary) menu items:
- Admin
- Database
- Jobs
- Job Management
- On the Function Groups tab, select Function Groups appropriate to the User.
- Click the Save icon.
New User details will be displayed on the User List blade. An email containing a Username, temporary password and a login link will be sent to the new User.
To create, edit, or delete Function Groups refer to the Function Groups help desk article.
Adding Multiple Users
- To add multiple Users, a spreadsheet must be prepared and saved as XLS or XLSX format. User details must be entered in the spreadsheet (beginning on the first row) in the following order:
- Column A β Title
- Column B β First Name
- Column C β Last Name
- Column D β Email Address
- Column E β Mobile/Cell Phone Number (+country code, area code, number)
- Column F β Employee ID
- Column G β Position
- Column H β Department
First Name, Last Name, Email and Phone Number are mandatory fields. A maximum of 100 users can be imported at a time.
- Select Admin | User List from the menu to open the User List blade.
- Click the Import User icon
- Click the Open icon
and navigate to the location of the previously saved XLSX/XLS document.
- Select the document name and click Open. The contents of the document will be displayed in the table on the Users Import blade.
- Click the Import icon
Β User details who have been successfully added will be displayed on the User List blade. Β An email containing a Username, temporary password and a login link will be sent to each User. Errors that may have occurred during the import process will be displayed on the Users Import blade.
- If necessary, correct errors or add missing content directly in the table and click the Import icon
. User details who have been successfully added will be displayed on the User List blade. Alternatively, open the XLS/XLSX document and correct errors or add missing content then resave. Repeat the import process again from step #3.
- On the User List blade, click the name of the new User.
- On the Permissions tab, manage User access to Primary (and Secondary) menu items:
- Admin
- Database
- Jobs
- Job Management
- On the Function Groups tab, select Function Groups appropriate for the User.
- Click the Save icon.