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Configure User Security Set-Up Manually

Configure User Security Set-Up Manually

Perform these steps to enable employees to sign into WorkLoud with a username and password.

 

Create a User Profile

1) Click on the Administration icon in the Navigation Menu, then select the Users option in the User Security section.  

2) Press the Add New button.

3) Enter the Name of the security profile and select the Organizational Units from the drop-down.

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Note: The Name will be the display that the Employer sees when assigning Employee security identifications, it is not the Employee log-in.

4) From the Homepage drop-down, select the desired Page.

Note: This is the page that the Employee will see upon log in. Employee Calendar is suggested. 

5) From the Main Menu drop-down, select the corresponding Main Menu. 

6) Select the Username / Password tab.

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7) Press the Plus button.

8) Enter a Username and Password. These are the Employee’s login credentials.

9) Press the Save button. 

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10) Press the Save button to save the entire Profile. 

 

Link User with Contact Information

1) Click on the Administration icon in the Navigation Menu, then select the Users option in the User Security section.  

2) Select Edit Contact Information.

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3) Press the Add New button.

4) In the General section, enter a Display Name.

5) In the Definition section, select Notification Info from the Type drop-down.

6) Enter an email address in the Email field or a phone number in the Phone Number field.

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7) Press the Save button.

 

Assign User Access Roles

1) Click on the Administration icon in the Navigation Menu, then select the Role Assignments option in the User Security section.

2) Next to the desired Employee, from the Domain or Organization Units drop-down, select the Role.

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3) From the Organizational Unit drop-down, select the Organizational Unit Role.

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4) Press the Plus button.

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5) Press the OK button.

6) If the user desires to set different allowances, repeat the above steps for all Organizational Units.

Note: For Employees, best practice is to assign two roles at the Organizational Unit level. These two roles are Employee Role and  View Only Role. System administrators only need to be assigned ‘Admin’ at the Domain level.

7) Press the Save button in the top left corner.

 

Employee and User Profile Association

The final step is to associate the newly created user profile with the Employee.

1) Click on the Administration icon in the Navigation Menu, then select the Employee Management option in the Employee Management section.

2) Select the Edit button next to the Employee you wish to associate a user profile to.

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3) Select the Security Identity drop-down to select the Employee user profile.

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4) Press the Save button.

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