Working with the Auto-Created Employee User List

For an overview that includes definitions of key terms, examples, and an organizational diagram of Users and Employees, see Admin Module Overview.

Instructions for the Auto-Created Employees User list are shown in the following table.

To go immediately to a step, click any of the links below.

For these instructions Review these steps
To create a new User 1-8
To search for an existing User 9
To edit a User record 10-11
To assign an Employee to a User 12-14

 

  1. To create a new User, click the Create User button.
    The Create New User page opens.



  2. At Select Hierarchy Level, select the User's current hierarchy level.
  3. Enter information into the next six fields.
  4. At Survey Type click the down arrow to select a survey type.
  5. At Alert Handling, to include the user in Alert handling, select the checkbox.
    Selecting this checkbox allows the User to edit Alerts from the Customer History report page.
  6. At Notifications, select the relevant notifications checkboxes for the User.
  7. At Roles, to select a role, from the column on the right, click the + sign for the role you want to assign to the User.
    The role you clicked moves to the column on the left.
  8. Click Create.
    The new User is now listed in the Master User List.
  9. To search for an existing User, in the search box, enter the first, last, or User name, organization name, or email address, then click .
  10. To edit a User record, search for the User record, and then at the end of the row, click Edit.
    The Edit User page opens.




    If the Employee ID includes the letters Unk, the employee is unknown, and you cannot edit an unknown employee.
  11. Enter changes in fields, checkboxes or roles, then click Update.
  12. To assign a user, search for the employee record you want to work with, then at the end of the row, click Assign.
    The list of users from the Master User List opens.


    If the Employee ID includes the letters Unk, the employee is unknown, and you cannot assign  a user to an unknown employee.
  13. Use the search box to locate the user you want, then click Reassign.
    A message asks "Are you sure you want to map this employee to this user?"
  14. Click Yes.
 

See also

Admin Module Overview

\Working with the Master User List

Working with the Employee List