Creating a New User

To create a new user:

1. On the menu bar, go to System > Manage People > Users.
2. Click the NEW button. A new User Profile page opens to the General Info tab.
   
   
3. The top section of the page includes all general information, such as name, address, phone number, etc. Enter a name for this user and any additional optional information that you want to include. Note that required fields are noted with a red asterisk (*).

   Note that only countries that have been added through the COUNTRIES field option group in System > System Setup > Droplist Configuration appear in the Country drop-down list. If the country you require does not appear in the droplist, you must add the required country first, then return to this page and select the appropriate entry from the list.

4. The lower section of the window contains fields for configuration data. If this user will need access to 360 Mobile Auditor, a Mobile Auditor configuration file must be assigned.
   • DOWNLOAD FOLDER - If this user will be required to download files to a PC, a download folder must be specified. Basically, anyone conducting an audit using the online Windows version of 360MA needs to have a download folder assigned.

     Each installation of RizePoint contains an Outgoing folder, which contains the download folders required by your organization. (If the required download folder does not appear in the droplist, contact your RizePoint representative.)
     
     

     A typical installation may include the following download folders:

     • 360MA - used for conducting audits on a PC using the 360 mobileAUDITOR for Windows application.

     • MAPC - used for conducting audits on a PC or pen tablet computer using Mobile Auditor PC application.

     • PPC - used for conducting audits on a pocket PC device using Mobile Auditor PPC application.

   • CONFIGURATION - All users conducting audits should be assigned a Mobile Auditor configuration file, even those users who are only entering audits online. All existing Mobile Auditor configurations appear in the drop-down list. (Mobile Auditor configurations are created in System | System Setup | Mobile Auditor Configuration.)
   • WEB SITE LANGUAGE - This is the language that the user sees once they sign on to the RizePoint website. All available languages appear in the drop-down list.
   • MOBILE AUDITOR LANGUAGE - This is the language of the files that are downloaded to Mobile Auditor PC or Mobile Auditor PPC. All available languages appear in this drop-down list.
   • RECEIVE ADMINISTRATIVE NOTIFICATIONS - When audit results are uploaded to the system, they must first be validated in the Data Engine before they become available for reporting purposes. If the results contain any invalid data, they are held in the data engine until the data has been corrected, usually by an administrator. When this box is checked, this user will be notified whenever results fail validation and are held in the Data Engine. There is no permission associated with this function; any user in the system may be designated to receive these notifications. However, this feature is typically assigned to administrators only.
   • In the CAPACITY field, specify the total number of audits that this user may conduct during the time period specified in the CAPACITY PERIOD drop-down list in the field below.
5. Click SAVE to save the changes and return to the User Information window.

SETTING UP WEBSITE ACCESS

If you want this user to have website access (to be able to access reports, download audit forms, upload audit results, etc.), you will need to provide the user with a username and password.

1. On the GENERAL INFO tab of the User Profile, click the CHANGE USERNAME/PASSWORD button to open the Change Password window.
   
   
2. You may edit the existing username (or add a new username) in the USERNAME field.
3. Enter a password in the NEW PASSWORD field.
4. Enter the password a second time in the CONFIRM NEW PASSWORD field.
5. Click the SAVE button at the top of the window.

Once you've created a user, you'll need to define the required associations. See User Profile for a description of each tab.