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.
- To create
a new User, click the Create User button.
The Create New User page opens.
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- At Select Hierarchy Level,
select the User's current hierarchy level.
- Enter information into the next six fields.
- At Survey Type click the
down arrow to select a survey type.
- 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.
- At Notifications, select
the relevant notifications checkboxes for the User.
- 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.
- Click Create.
The new User is now listed in the Master User List.
- To
search for an existing User, in the search box, enter the first,
last, or User name, organization name, or email address, then click
.
- 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.
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If the
Employee ID includes the letters Unk,
the employee is unknown, and you cannot edit an unknown employee.
- Enter changes in fields, checkboxes or roles, then click Update.
- 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.
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If the
Employee ID includes the letters Unk,
the employee is unknown, and you cannot assign a user to an
unknown employee.
- 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?"
- Click Yes.
See also
Admin Module Overview
\Working with the Master
User List
Working with the Employee
List