Employee Self-Service (EC)
Allows users, including Account holders, to update certain User Profile related data directly within ProMaster. This functionality is highly configurable and could be set up differently to suit the needs of all Inlogik Customers. Additionally, you may change your initial configuration to meet your evolving needs without the need for further development.
In order to reduce the administration associated with new users, users are able to create their own profiles via self-registration. In order to mitigate any security concerns, all new users will be reviewed prior to being assigned accounts. To assist with this review, an additional report, the User Listing Detail report, is provided.
To set Self-Registration:
1. Select the Admin tab, then click on
Configuration Settings;
2. Select the
Security ->
New User Security tabs;
3. Assign the security group(s) allowed for self-registration via the navigational arrows;
If no groups are assigned, the default security group of `
Account Holder' shall be applied to each user as is the case currently.
4. Click on
Update Changes;
5. Select the
Security ->
New User Registration tabs;
6. Activate the
User Self Registration flag;
A new option, "
Create New User Account", will be available on the Logon page.
7. Enter the
Subject of the Activation Email;
This is the e-mail sent to the user creating the new user, which include the activation code necessary to do so.
8. Enter one, or more, valid internal e-mail address domains;
Use a comma to separate more than one domains.
9. Enter the
Subject of the User Creation Email;
This is the e-mail confirming the successful creation of the new user.
10. Activate all mandatory fields that have not been set as default;
11. If required, activate the
Auto-UserID flag;
This auto-generates the Username based on the combination of the following settings:
12. If you activate the
Employee flag, the Employee ID alone will be used as the Username;
The above settings will not be available.
13. Click
Update Changes.
