Adding an Organisational User in the 'People' Section
This article provides the detailed information on how easily you can add the details of an organisational user in the 'people' section using Batoi Apps Cloud.
There are two sections in the Add Organisational User page namely 'Required Section' in which only the required fields will appear and the other one is 'Advanced Section' in which the fields which are not required will appear. If you want to fill information also in the 'Advanced Section' then click on the 'More' link or the 'Down Arrow' link as shown in Figure 1.
In the Add Organisational User screen, fill in the following information about the Organisational User in the required fields. Each step shown in Figure 2 is explained in the below table.
| Sl. No. | Name | Type | Description |
|---|---|---|---|
| 1 | Disable/Enable Login |
Required | The login for a user is disabled by default. If you want to enable login for a user, then switch the toggle on. By enabling login, you can set a password for a specific user |
| 2 | First Name |
Required | Enter the first name of the organisational user |
| 3 | Last Name |
Required | Enter the last name of the organisational user |
| 4 | Organisational Unit |
Required | Select the organisational unit for the organisational user from the drop-down menu |
| 5 | Email |
Required | Enter the email address of the organisational user |
| 6 | Mobile Number |
Required | Enter the mobile number of the organisational user |
| 7 | Designation |
Required | The organisation user designation categories those have been added in the settings page are appearing in the drop-down menu. Select a designation for the organisation user |
| 8 | Password |
Required | Enter the password that you would like to set for the user account |
| 9 | Retype Password |
Required | Retype the password that you have set for the user account |
| 10 | User Code |
Required | The user code will auto generate if in the 'Unique Record Identifier' setting, 'People' is selected as Unique or Numeric. Otherwise the user needs to enter the code |
| 11 | Enable Timesheet? |
Required | Select yes, if you want to enable timesheet for the user |
If the 'More' link is clicked, then the Add Organisational User page will appear as shown in Figure 3. Each step shown in Figure 3 is explained in the below table.
| Sl. No. | Name | Type | Description |
|---|---|---|---|
| 1 | Address Type |
Optional | Choose the address type from the drop-down menu |
| 2 | Address |
Optional | Enter the address for the chosen address type |
| 3 | City |
Optional | Enter the city for the chosen address type |
| 4 | State |
Optional | Enter the state for the chosen address type |
| 5 | Country |
Optional | Enter the country for the chosen address type |
| 6 | Zip/Pin |
Optional | Enter the zip/pin code for the chosen address type |
| 7 | Add Address |
Optional | Click to add more address type |
| 8 | Label Type |
Optional | Choose the label type from the drop-down menu |
| 9 | Description |
Optional | Enter the description for the chosen label type |
| 10 | Value |
Optional | Enter the value for the chosen label type |
| 11 | Add Label Type |
Optional | Click to add more label type |
| 12 | Profile |
Optional | Enter the profile of the organisational user |
| 13 | Additional Notes |
Optional | Enter a note (if any) |
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