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This User Guide is for clients who have CS Intranet as well as CS Competency. As CS Competency is linked to CS HR and CS Access, this means that there are additional steps in creating new users into these applications. Likewise when employees leave the company. This User Guide will be obsolete once CS Intranet is linked to the other CS Integral Suite. |
Introduction
In summary, an Administrator needs to go through these applications to when creating and setting up a new user:
- CS Intranet = Create new user and give permission for CS Intranet modules
- CS HR = Create new user and enter other details like division, payroll numbers
- CS Access = Give new user the relevant access to CS Competency &/or other CS applications (if any)
- CS Competency = Assign new user any online Induction training (if any)
When a user leaves the company, the Administrator needs to go through these applications:
- CS Intranet = Delete user as well as remove details in the Contact ModuleContacts Module
- CS HR = Archive user
The following section will go through the above in detail.
CS Intranet
When creating new users in CS Intranet, there are 2 options in terms of generating passwords for end users:
- System generated passwords
- Passwords modified by Administrator
System generated passwords
- In CS Intranet, click Tools on the top left hand side
- Click 'Add User' on the right hand menu
- Enter the new user's First name and Last name
- Enter the new user's email address
- The User Name is created automatically. You may change this if you wish
- Give permissions to the modules that the new user is to have access to
- Save once you have completed
- The system will automatically email the new user with his/her user name and password
Passwords modified by Administrator
- In CS Intranet, click Tools on the top left hand side
- Click 'Add User' on the right hand menu
- Enter the new user's First name and Last name
- Do not put in the new user's email address
- The User Name is created automatically. You may change this if you wish. Take note of the user name
- Give permissions to the modules that the new user is to have access to
- Save once you have completed
8. Take note of the system generated password that appears on the next page after you have clicked Save
9. Log out of CS Intranet
10. Log in as the new user with his/her Username and password
11. Whenever there is a new account log in for the first time in CS Intranet, a message will appear to request for a new password
12. Enter the new user's email address
13. Create a password and confirm it
14. Click Save
15. Send an email to the new user with his/her email address and the password that you have just created. *You may wish to email the new user at the end after you have gone through the set up in the other CS Applications. This way, you can also check on the permissions to ensure that these are all correct.
CS HR
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