Configure Everyday Users
This section guides you in configuring one Everyday User at a time. Once you have configured these users, you might need to assign them to security templates and one or more process templates.
- Assign users to Everyday User process templates.
- Assign multiple templates to multiple users in a single step.
You configure EMS Desktop Client user accounts in a different area (under the System Administration > Security menu).
Learn more if your organization uses EMS Human Resources Toolkit to manage Everyday User accounts.
A set of Account Management parameters control account management behavior. To see these parameters, refer to EMS Web App System Parameters.
Concept: EMS classifies users into two categories: Guests or Visitors and Everyday Users. (Click to Expand)
"Guests" or "Visitors" (unauthenticated or anonymous users) can browse events, see details about your organization’s space, and/or submit requests. These users can register themselves through EMS Web App and create a user account. To enable this, you need to set certain account management parameters (see EMS Web App System Parameters) and select the Credit\Edit an Account role for the unauthenticated user (see the Roles tab definition in Configuring a security template).
"Guests" or "Visitors" (authenticated users) can also submit and manage reservations if you enable them. You can configure these users through the EMS Desktop Client or the optional Integrated Authentication module. See Also: Creating a User from a Group and Creating a User from a Contact. Before you configure a user, check that the user has not already been created.
Everyday User process templates control access and behavior in EMS Software's Everyday User Applications. If you are upgrading from an older release of EMS, you might recognize Everyday Users as "Web Users" and "Everyday User Process Templates" as "Web Process Templates."
- On the EMS Desktop Client menu bar, click Configuration > Everyday User Applications > Everyday Users.
The Everyday Users window opens. The number of configured users for EMS Web App shows in the upper left. The number of users for which your organization is licensed shows in the upper center.
- Check that the user you want to configure does not already exist. In Find, enter the user name or email address.
This search string is not case-sensitive, but your entries must be in the correct order. For example, if searching by Email Address, a search string of bob returns bobworth@emssoftware.com but not dbobbett@emssoftware.com.
You can narrow your search results by:
- Group Type
- City
- Status
- Process Template
Click Display. Search results show in the lower pane of the window. If your user does not already exist in EMS, proceed to the next step.
If the EMS system parameter Users linked to Groups via External Reference is set to Yes, then you will also see a Group column and a City column.
-
Create a new user. Click New.
A dialog opens.
If the user confirmed membership (by responding to an email containing an activation link), the Validated check box will be selected. If the user had to answer questions when requesting an account, you can view the user's responses on the User Defined Fields tab.
When you configure a user, you can also specify one or more delegates for the user. A delegate is a user who can create and view reservations on behalf of another user.
- Enter information for the new user. User name and email address are required. Password is only required if not using the optional Integrated Authentication module. All other information is optional and can be added later.
Everyday User Tab Field Descriptions
|
Field |
Description |
|---|---|
|
Name |
The name of the user. (Maximum of 30 characters, including spaces). |
|
Password |
The password that the user must enter to log in to EMS Web App. If using the optional Integrated Authentication module, Password can be left blank since the network password is used instead. |
|
Email Address |
Enter the full email address for the user as the user must enter this address to log in to EMS Web App. |
|
Phone 1 /Phone 2 |
Optional. |
|
Notes |
Optional. Read-only. |
|
External Reference |
Optional. Links the user to an outside program such as EMS Human Resources Toolkit if needed. |
|
Network ID |
The user’s network ID. |
|
Email Opt Out |
Optional. Select this option if you do not want the user to receive automatic emails (such as reservation summary emails) from EMS Web App. The user can still receive manually sent emails. |
|
Status |
Required. Select the status for the user:
|
|
Security Template |
Required. This determines the user's access to the system (i.e., the menu items the user can see and the event information that the user can view). |
|
Time Zone |
Optional. The time zone in which the user is located. Starting with EMS 44.1, we recommend that users are assigned to a time zone for an optimal experience on all Everyday User Applications. |
|
Validated |
When selected, users who created their own accounts have confirmed membership (by responding to an email containing an activation link). When cleared, the user cannot use EMS Web App. |
- Assign process templates to the new user. Open the Process Templates tab. The process templates you assign here appear as menu items to the user in EMS Web App and EMS for Outlook.
- Specify Groups on whose behalf the user can create and manage reservations. Open the Groups tab. To filter the list of active groups displayed, use Find and Typeand then click Display. Select one or more Groups (use Ctrl-click for multiple groups), and then click Move (>) to move the selected groups to the Selected list.
- Specify Delegates the user can impersonate. Open the Delegates tab. To see all available users, click Display. To narrow the search results, use the Search by dropdown list to search by User Name or Email Address. Select one or more delegates (using CTRL-click for multiple delegates), and then click Move (>) to move the selected users to the Selected list.
Click Spelling to spell-check any information that you manually entered for the user.
- Click OK