Updating a user – Baseline Systems BaseManager 2.0 User Manual

Page 8

Advertising
background image

Note: The fields marked with an

*

are required.

3. In the Username field, type a username for the person.

A typical username format is the initial of a person’s first name and their last name spelled out, such as jjones

for John Jones. However, we recommend that you assign a username that will not be easily duplicated. You

may have more than one BaseManager user who could be assigned the username jjones, and for that reason,

you might want to spell out both the first and last names as the username. For example, johnjones

4. In the Password field, type an easy-to-remember, temporary password. Ask the user to change the password

to something that is more secure when he/she logs in for the first time.

5. In the User Access field, click the arrow at the end of field and in the drop-down list, click one of the options to

set the level of access granted to the user.

IMPORTANT!

You can give Company Admin access privileges to more than one user, and Baseline

recommends that you have at least one other administrator to avoid being restricted from the administrator

functions when the original administrator is not available.

6. In the Email Address field, type a valid email address for the user.
7. In the Phone field, type the user’s phone number if you want to record it here.
8. In the TXT Number field, type the number where the user can receive text messages. If you do not want the

user to receive text messages from BaseManager, you can leave the field blank.

9. In the Disable All Alerts field, click one of the options to indicate whether the user should receive alerts from

BaseManager.

10. Click the arrow to display the drop-down list in the Time Zone field. In the list that displays, click the time zone

where the user works.

11. In the remaining fields, click the radio buttons to indicate when you want the user to receive messages from

BaseManager.

12. Click Add. The All Users list displays and shows the new user.
13. Go to the Edit User page for the user that you just added and update the following fields: Activation Status,

Default Alert Method, and Cell Provider’s ID.

Updating a User

1. In the My Company Admin menu on the left side of the page, position the cursor on My Users. In the

expanded menu, click Edit My Users. The users for your sites display in a table.

2. Find the row for the user that you want to update, and then click the Edit button.
3. Change the user’s information as necessary.
4. Click the Edit button.

Note: While the user information page has settings for alerts and reports, keep in mind that you need to set up

the alert and report subscriptions in order for the user to receive the required alerts and reports. Refer to

Managing Alert Subscriptions

and

Managing Report Subscriptions

.

Advertising