Users are key to accessing CiteOps and performing tasks such as planning and scheduling shifts, creating reports or entering actual performances. A user has a username and a password, which allows each user the opportunity to be assigned to different roles and processes. This guide explains how you can accomplish this.
Step-By-Step Guide
Follow these steps to add a user in CiteOps.
1. Click on the manage icon.
2. Click on the "Users" section
3. Click on the "Add User" option.
Note: If you get the message below, click on "Yes" to add manually an user.
4. Fill in the user details (At least the minimum required fields).
First Name
Last Name
Email address
Tip 1: Fill out username and password fields to create login details for required users (personnel that will have access to use CiteOps)
For clients using SSO functionality, the minimum required fields are:
First Name
Last Name
Employee ID
Username
Email address
Tip 2: Click on "Show in Roster" if you like the user to appear on the Roster screen.
Tip 3: Click/unclick on "Active" for current available/non-active users.
5. Select the following information about the user:
Current Work Schedule Rule: This allows to select a specific work schedule pattern per user.
Current Crew: This allows to add users to specific work crews.
Current Process: This allows to add users who work as part of a specific process.
Current Employer: This allows to select a specific employer. Useful to differentiate contractors and company employees.
Current Department: This allows to add users to specific departments.
Current Occupation: This allows to select occupation for an user. Useful for planning, scheduling and managing resources.
Tip 4: Dates for each rule will be automatically set to the current day. Users can change this date to any other specific date.
6. OPTIONAL: Select the default equipment for operators that will require to be assigned specific equipment.
7. For those users with access to CiteOps, select user roles and process/processes where the user will work. This will enable specific accesses and permissions according to the user's role and/or department.
Why do I need to set roles?
Different roles provide different access in CiteOps. A planner is interested in different things than a crew leader or a leave approver. To provide access to their interest, roles need to be set otherwise the user will have the basic view permissions.
8. Click on "Save".