Creating / modifying users

Creating users is simple once you've got all of your permission groups set up as per the previous section. The following illustrates the users screen:

One can see that in the above there are two mechanisms for adding a user. 

Add an existing user 

• This options should be tried first. 
• Basically if a user has been created previously in the environment i.e. test / live for a different application inside the IEG4 platform of applications their existing user log on/password information can be linked up to OpenProcess 
• This should be tried first because if they already exist it takes seconds to then add the permission group(s) to them and complete the process  

When you click to find an existing user you will be asked to provide their email address. If their email address does not exist it will prompt with ‘Not found’ as shown below: 

Where the user does exist, one will be able to click the ‘Allow Access’ button and assign the user with any relevant permission groups. It ensures that users have a secure single sign on for all applications. The other method is for the circumstance where they haven’t previously existed in another application. 

Add a new user 

• This option should be used when you are adding someone that has never had a user account with IEG4 software. I.e. the user has never accessed the v2 forms Portal, Reporting, OneVu Customer Services. 
•  I.e. someone like a new starter. The following shows this screen: 

The user can be assigned a group or groups at this stage. When the user is created they will be sent an email to confirm they are the email account holder and will need to login to their account within 24 hours. I.e. the link to validate the account lasts 24 hours.