Ascend - How to Add a New User | Scribe

    Ascend - How to Add a New User

    • Tyler Watson

      Adding the User Account

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      Whether you are using Temeda or Ascend, the steps to adding a user will remain the same.
      1
      Click [[ADMIN]] on the left side Menu
      2
      Click [[Users]]
      3
      Click [[ADD USER]]
      4
      Enter the Required fields of the user's First Name, Last Name, and an Email or User ID.
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      For Email/User ID - you can simply add a username here, but email is highly recommended. Using the email allows easier access to reset their password on their own if needed.
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      Next, you will need to set their access, click the [[SECURITY PROFILE]] tab
      6
      Here you will need to select the appropriate role for this user. This will control their permissions and what they can and cannot do in the system.
      Here you will need to select the appropriate role for this user. This will control their permissions and what they can and cannot do in the system.
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      You can decide how you would like the user to set thier password, you can either send them an email to set it themselves or you can choose to create the password here instead. By default, send email is always selected.
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      If you would like to set your own password for the user, click the second option \ Then, click the "Password" field and enter the one you would like them to use.
      If you would like to set your own password for the user, click the second option \ Then, click the "Password" field and enter the one you would like them to use.
      9
      If this is an account for a temporary user, you can set the user account to automatically expire at a certain date, click the [[Account Expiration Date ]]field to set the date.
      If this is an account for a temporary user, you can set the user account to automatically expire at a certain date, click the [[Account Expiration Date ]]field to set the date.
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      Alert! You only need to set the date if an expiration is needed. If they do not need to expire leave this blank.
      10
      OPTIONAL: This will only appear if you have any child divisions in your account. You will use the [[Hierarchies]] section to set what child accounts this user will have access for. If you do not have child divisions, you will not see this field
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      The following steps are optional, but recommended to check to make sure your new user is set up correctly.
      11
      Click [[PREFERENCES]]
      12
      Here you can make adjustments to TIMEZONE, DATE FORMAT, TIME FORMAT, DAYLIGHT SAVINGS, and UNITS OF MEASURE. This will ensure the user is seeing the same data in their appropriate format.
      13
      Once you have completed all you steps click SAVE at the bottom of your screen. This will either trigger the email to be sent to the user to set their password, or if you created a password for them, they will be able to log in immediately.

      Completing User Set Up Through Email

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      If you selected the option for them to receive a password set up email, the will get an email from [[\[[email protected]]]\](mailto:[email protected]), if they did not receive it please have them check their junk mail.