How do I add a new or edit Employee in NebulaCRS?
Introduction
In order to add a new Employee for NebulaCRS please see the following steps below:
- To add a new employee log into NebulaCRS. Then navigate to Profiles Tab > User Groups or Users (on left menu pane).
- User Groups are usually predefined upon installation with rights assigned per User Group. Should the User Group already exist please see 2. Users below.
1. User Groups
- User groups are defined by adding a group for every department. The Administrator group is present by default, and only HTI utilizes this group.
- To create a new Group click on the "New" button. Thereafter complete all the Group details such as:
General Tab
- Name: Enter a Name for the Group.
- E-mail: If available, record a email address for the contact of this Group.
- Web address: If available, record a web address here.
- Telephone: If available, record a telephone number for the contact of this Group.
- Fax: If available, record a fax number for the contact of this Group.
- Postal address: If available record a postal address here.
- Postal code: If a postal code is recorded, provide the code here.
- Physical address: If available, provide the address of the contact for this Group.
- Contact name: Provide a primary Contact name who will act as the Contact for this Group.
Managing User Rights
- User rights are managed from the Users module. The User Rights are controlled on the Group of Users as opposed to the individual Users.
- To activate the User Rights display, highlight the User Group applicable and select the "Rights Tab" located on the top panel. Assign the rights from the "Available Rights" column on the left to the "Assigned Rights" column on the right.
NOTE: All rights under the "Managed Services" category are managed separately and are only applicable to clients that have the Managed Services Portal.
Properties
Properties have to be loaded against the User Group profiles for the Group to have access to the Properties on the reservation front-end, for utilization in the reservation process. Properties are loaded on the Group level, and all Users belonging to the Group have access to work with the loaded Properties.
- To load Properties against a User Group profile ensure that you have the correct User Group highlighted on the top panel of the Users module.
- Select the "Properties Tab", and the "Group -Properties" screen will be displayed.
- The screen will be divided into the sections "Available Properties" and Assigned Properties".
- Assign the properties from the "Available Properties" column on the left to the "Assigned Properties" column on the right.
- To "Remove" Properties from the "Group has access to" column, highlight those Properties and select the "<-" left arrow button situated between the two columns. The Properties are then moved to the "Available Properties" column, meaning no access to these Properties for the current User Group.
- Once the Properties have been added remember to click on "Save"
Please Note
- The Administrator Group, by default, has access to all Properties listed.
Sites
- For Booknow 2.0 Content Manager, user groups can be granted access to manage content for their Sites.
- The Administrator Group, by default, has access to all Properties listed.
Report Users
Report rights can be set on the User Groups level. When the report rights are set, users on the User Group level affected have access to all reports that are checked on the Report Rights screen.
- To access the Reports Rights screen, ensure that you have the required User Group selected, then click on the "Reports Tab".
- Simply select the Report categories that the selected User Group should have access to.
- Drill down by expanding the nodes on the left-hand side if a User Group should only have access to a selected few reports in a reporting category.
- Only reports checked are accessible for the selected User Group.
2. Users
- After the User Groups are added, select the "User" option on the left menu pane and select the "New" button at the top.
- Next complete the Users details:
- Name: Enter the users name and surname.
- Login Name: Enter the Login name that will be used as the "Username".
- User Group: Assign the applicable user group to this user. Remember that the above rights will now apply to this user.
- E-mail: Provide the e-mail address of the user here. REQUIRED for SSO
- Telephone: Enter a telephone number for this user.
- Fax: Enter a fax number for this user.
- Allow Login: Specify whether this user is authorised to log into the system.
- Account Locked: Exceeded password restrictions can lead to an account being locked. Here an administrator can unlock it.
- Language: Specify the user's preferred language
- Country: Specify the country in which the user is based. The country is only required for eRes instances where Tax exemption is applied. Refer to Tax exemption for more information.
- Remember to click on "Save" once done.
Note: The user's password is only created once the user profile is created. Highlight the user then click on the "New Password" button situated at the very top right corner. The system will now prompt you to create your password.
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