Add User

Purpose

- Add User

- Email_Notification

Add User

Within Add User, an authorized user will have the ability to add a user to ImmTrac2 and apply an application and organization to which he/she has authority.

Field Name | Description
User First Name | Required. Minimum length is 1; maximum length is 20.
User Last Name | Required. Minimum length is 1; maximum length is 30.
User Middle Initial | Length is 1; any character allowed.
Username | Required. This will be automatically generated by the system once the First Name, Last Name, Middle Initial and the Email are entered.
Email | Required. Minimum length is 1; maximum length is 80. Must be a unique email, cannot be the same email for multiple users.
Re-enter Email | Required. Should match Email entered in the previous field.
Phone Number | (xxx) xxx - xxxx
Extension | Up to 7 digits
| Validates the information entered on the screen. A message will appear at the top indicating the status, such as if the user was saved or if there are missing required fields. After clicking Save, the user will be instructed to go to the “Edit User/Modify User” screen to finish adding the details for the new user added.
| Discards any changes made on the screen. A confirmation message box will appear asking if you wish to save your changes. Pressing OK on the message box will save the changes unless there are missing fields required; Cancel will take you to the Edit User page.

Auto Email Notification

Once you save your work, two e-mails will be automatically sent to the email entered for the new user. The two separate e-mails will contain logon credentials (one email for the User ID and one email for the password).

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Modify Access

Within Modify Access, an authorized user will have the ability to add or remove a user's access to applications and organizations to which the authorized user has privileges. When the Application is selected, the Organization field will populate the Search and Search String fields and a Search button and results field, to filter the search options for the organization (State staff).

Other user roles will be able to see the organizations they are associated to in the Organization drop down menu, once they select the Application is selected as 'ImmTrac2'.

To associate the new user to an organization, select the Organization and the role from the 'Role' drop down menu, then click the Add button. The new user will be added to the second part of the Modify Access screen. The PORTAL rights for the user role will be automatically added based on the user role selected from the Role drop down menu.

Field Name | Description
Application | If an administrator has access to only one application, the application name will appear in a text box. If an administrator has access to more than one application, the applications will appear in a drop-down menu. Choosing an application from the list, will cause the organization list to refresh to only displays organizations for that application.
Organization | If an administrator has access to only one organization, the organization name will appear in a text box. If an administrator has access to more than one organization, the organizations will appear in a drop-down menu.
Role | A drop-down list containing all of the available roles the administrator can add.
Status | The current status of the user for the organization.
| After selecting an application, organization type, organization, and a role, clicking Add will add the selections to current list of organizations and applications the user, whose account is being modified, has access to. Changes will not be recorded until Save is clicked.
| Allows an administrator to change the selected role and status for the user's application/organization.
| Records the changes to the user's applications/organization/roles in the database.
| Discards any changes that have not been saved and return to the "Edit User" Search screen.

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