Placis

How do I add a new user?

Steps to take to ensure a new user can log in and access what they need to.

Create the New User Record

Use the menu option Public Protection > System Menu > Security > Officers/Users.

If single sign-on is in use, ensure that you add the appropriate 'windows login' details to match their SaaS user name.

If single sign-on is NOT in use, click the 'padlock' button to create a login name and an initial password for the user.

Click the 'save' button at the top of the screen.

'Systems' need to be added to the user to ensure they are visible in officer drop down fields in the various system modules listed.

Add the User to a Security Group

Use the menu option Public Protection > System Menu > Security > Groups.

Select/open the group you want to add the new user to (1).

Click on the 'security' button (2).

Click in an existing user name to select the field (click again if you need to close the dropdown field) (3).

Click the 'new' button at the top of the screen (4).

Select the new user name from the list of available usernames in the blank drop down field that has now appeared.

Click the 'save' button at the top of the screen.

The new user should be able to access Placis.