This Guide sets out the process for adding a new user to the Micad Audit system, first from the perspective of the existing user who is adding them, and then from the perspective of the new user being added.
From the perspective of the existing user doing the adding:
1. Navigate to the Add new user screen. From My modules, select Administrate and then Manage users:
Then select the option on the left to Add a user:
2. Enter the new user’s email address at the top, then click on the + sign next to all the roles you want them to have:
The selected roles move over to the right-hand column. If you need to unselect them, click on the minus sign next to them.
3. If location restrictions are required, scroll down and click here (otherwise, just click Submit at the bottom):
This brings up a popover box showing the entire location tree in collapsed form. It can be expanded by using the + buttons:
If needed, you can expand right down to room level and select the exact locations the new user should or shouldn’t have access to on the system. When you have finished, click Submit to return to the Add new user screen, then click Submit at the bottom of that screen too.
From the new user’s perspective:
4. You will receive an email informing you that you have been set up as a user on Micad Audit. Use your browser to go to the login page (the person who added you will give you the web address), then click here:
You will then see this screen:
In the boxes, enter your email address, then copy and paste the token you received in your welcome email. The token will look something like this example:
When you have entered both your email address and your token, click the grey Submit box. You will be taken to a short form where you can complete your registration and set your password. You will then be able to login.