Phoenix - User Help

Add or remove users by clicking the function bar buttons: New, Delete, Save and Revert. To add a new user:

1.Click the New button.

2.Type in a username or email address for the user in the Username or Email Address box.

3.Enter the user's Given Name & Surname in the appropriate boxes.

4.Click the down arrow to the right of the Role box, and choose the Role for this user.

5.The Payroll Email Address field is only visible if the current UMS user has 'Administer Payroll' permission in their Role.  
 
If the Username entered for the new user is an email address, this field is auto-filled and disabled unless the Different than Username email address box is checked.
 
If the new user has a Username other than an email address and will need to access Payroll, select the Different than Username email address box and enter the new user's email address.

6.Click the Set Password button to assign this user a password.
 
Note: Phoenix requires a password to be a minimum of 7 characters long. Passwords are case sensitive and allow alphabet, numeric digit, and punctuation characters.

7.Tick Force Password Change at Next Login to force the user to enter their own password when they first log on. This requires your users to take control of their own password thus reinforcing the importance of maintaining the security of the system.

8.Enter and confirm a starting password for this user.

9.Click the Save button.
 
Note: The new user details you entered will not be retained unless you click the Save button

The admin user can assign a new password to any other user. The Set Password button is used for this purpose. Select the user and click Set Password. Once you have typed the new password, be sure to click Save to save your changes.

The Enabled option is used for this purpose. Removing the Enabled tick stops that user logging on without deleting them from the system. The change will apply the next time the user attempts to log on. Select the user, un-tick Enabled, and click the Save button.