To add a new user to a Workspace, select
Administration
| Workspace | Users | Add Agents from the FootPrints Toolbar.
From the
resulting page, you can create new Agent and administrator
users, as well as add existing FootPrints users to the current
workspace.
Enter the new user's
name. When you enter the name, use the full name, e.g., Jill Smith.
Enter a FootPrints
user ID. This is the ID used to log into FootPrints,
e.g., jsmith. The
user ID must be a single word with no spaces.
Enter the user's
email address.
Select a RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Workspace Administrator.
for the user.
Optionally select a Supervisor for the user from the list of agents in the workspace. Supervisors can be used to designate where emails are sent when escalating Issues.
If the System administrator
has defined only a single authentication method, and it is a non-FootPrints authentication method, be
sure that the user ID you select corresponds to a user ID on the system
against which you are authenticating. If
two authentication methods are available, you can select the method the
agent is to use to log into FootPrints.
A FootPrints user ID is required even
if you are using non-FootPrints
authentication.
Select a password
for the new user (this is requested twice for accuracy). If you hover the mouse over the word "Password", the Password complexity rulesRules that govern the mandatory characteristics of passwords for FootPrints authentication. Rules are optionally set by the System Administrator. Rules can be configured to govern the length of a password (minimum and maximum number of characters), whether letters and/or numbers and/or punctuation characters are required, and case sensitivity. are displayed. Passwords must conform to the password complexity rules.
Enter a value for
Billing
Rate if you want to calculate a fee based on time spent by the
user working on Issues. This is the hourly rate in dollars. This field is optional.
If the system supports
both concurrent and fixed licenses, there is a choice to select the type
of license for the user.
Check the Accessibility
checkbox if the Agent that you are adding is vision-impaired and will
be using a screen reader.
Enter the user's time zone. This is an optional field.
Enter a date format. This is an optional field.
Enter a language preference. This is an optional field.
Enter your password
and click Save.
Add
an Existing FootPrints User to the Current Workspace
Select the users you want to add from the Other
FootPrints Agents list (hold down the CTRL
key to highlight multiple users).
Enter your FootPrints
password.
Click the Save button. The users are added to the Users
who belong to this workspace list.
Note
Adding an existing Agent, Workspace Administrator, or System
Administrator to a workspace does not require an additional license.
A user with a fixed license can participate in any number of workspaces
within a single FootPrints installation
using the same license.
Adding Users to Multiple Workspaces
An Agent or Workspace Administrator can belong to multiple
workspaces. You
can add a user to a new workspace from the Add
Agent User page for that workspace. System Administrators are
automatically members of all FootPrints workspaces. Adding
an Agent to multiple workspaces does not affect the number of licenses available.
That is, an Agent who is a member of multiple workspaces still only uses
one individual license.
for the user.