Create a new user

Follow these steps to create a new user in TFACTS.

  1. From the Home screen, click Administration > Security. The User Search Criteria screen appears.

  2. Click Maintain User in the link menu. The User Search screen appears.

  3. Enter search criteria and click Search. The matching user records appear in the search results.

  4. Click Add User. The Employee Search screen appears so you can determine if the user you want to add is already in the system with an employee record.

  5. Enter search criteria and click Search. The matching employee records appear in the search results.

  6. Click select for the employee record that matches the new user information. The User Details screen appears and displays information copied from the employee record.

    Click Person Search if none of the employee record match the new user information. In the Person Search screen, enter details for this new user and click Save. The User Details screen appears.

  7. Complete the required fields and click Save. You are returned to the User Search screen.

  8. Click the select link for the new user record. The User Details screen appears.

  9. In the User ID field, enter the ID for the new user. This ID must be unique. The system will notify you if you enter a user ID that already exists.

  10. In the Access Start Date box, enter the date when this user will have access to TFACTS.

  11. Complete other fields as needed.

  12. Click Save. You are returned to the User Search screen.

See also:

Assign user groups to a worker

Remove user groups from a worker's assignment

Update employee access to business processes