{"id":1177,"date":"2021-05-12T14:58:32","date_gmt":"2021-05-12T14:58:32","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=1177"},"modified":"2021-06-04T19:13:29","modified_gmt":"2021-06-04T19:13:29","slug":"creating-user-accounts-in-orgplus","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/creating-user-accounts-in-orgplus\/","title":{"rendered":"Creating user accounts in OrgPlus"},"content":{"rendered":"\n

To access OrgPlus RealTime, each user must have a user account.  User account settings are established on the Users Page.<\/p>\n\n\n\n

To access the Users Page:<\/strong><\/h2>\n\n\n\n

Click the Administration button in the left navigation pane, and then click Users<\/strong> to display the Users Page<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

From the Users Page, you can:<\/p>\n\n\n\n

\u2022        Create a new user account<\/p>\n\n\n\n

\u2022        Edit an existing account<\/p>\n\n\n\n

\u2022        Delete an account<\/p>\n\n\n\n

\u2022        Deactivate accounts<\/p>\n\n\n\n

\u2022        Apply a new role to an account<\/p>\n\n\n\n

\u2022        Reset a password (if applicable)<\/p>\n\n\n\n

Creating a <\/strong>User<\/strong> Account (manually)<\/strong><\/h2>\n\n\n\n

To create a user account:<\/strong><\/p>\n\n\n\n

1.      On the Users Page, click New User<\/strong> to open the Users Editor.<\/p>\n\n\n\n

2.      Fill out the necessary information about the user:<\/p>\n\n\n\n

\u2022        User<\/strong>name<\/strong>: Enter a unique email address to identify the user.<\/p>\n\n\n\n

\u2022        First Name; Last Name<\/strong>: Enter the user\u2019s first and last names.<\/p>\n\n\n\n

\u2022        Description<\/strong>: Optional; Enter a description of the user if needed.<\/p>\n\n\n\n

\u2022        Password; Confirm Password<\/strong>: Enter a default password for the user. (please note, if using SSO with either a third party application or Insperity Premier, the user password will not be required)<\/p>\n\n\n\n

\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Roles:<\/strong>\u00a0Select the appropriate role for the associated org.\u00a0Users may have more than one role assigned to them if they have access to multiple organizations, but each\u00a0user\u00a0is limited to a single role for each org.<\/p>\n\n\n\n

\u2022\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Chart\u00a0User\u00a0ID:<\/strong>\u00a0Use the drop-down menu to select an org the\u00a0user\u00a0will be accessing, then enter the Chart\u00a0User\u00a0ID field value for the\u00a0user. A Chart\u00a0User\u00a0ID helps associate\u00a0users with boxes on the org chart. Note the drop-down menu will only contain organizations that have had a Chart\u00a0User\u00a0ID field set in the Fields screen.<\/p>\n\n\n\n

3.      Click Save User<\/strong>. The User list is updated with the new user.<\/p>\n\n\n\n

See Uploading multiple users into OrgPlus <\/a>if you have multiple employee accounts to create. <\/p>\n\n\n\n

Editing a User Account<\/strong><\/h2>\n\n\n\n

You can edit any information in a user account to meet changing business needs.<\/p>\n\n\n\n

To edit a user account:<\/strong><\/p>\n\n\n\n

1.      On the Users Page, click the user account you want to edit in the list of users<\/p>\n\n\n\n

2.      Make any necessary changes, as described in Creating a User Account<\/a>.  Note you can also force the user to reset their password on the next login by checking the Force password reset at next login<\/strong> checkbox.<\/p>\n\n\n\n

3.      Click Save User<\/strong>.<\/p>\n\n\n\n

Deleting <\/strong>User<\/strong> Accounts<\/strong><\/h2>\n\n\n\n

To delete a user account:<\/strong><\/p>\n\n\n\n

1.      On the Users Page, select the user account you want to delete.<\/p>\n\n\n\n

2.      Click the Delete<\/strong> icon (trash can).<\/p>\n\n\n\n

3.      Deleting a user will not delete any audit information associated with that user.  For example, all \u201cCreated By\u201d and \u201cModified By\u201d fields that are displaying the deleted user\u2019s name will continue to display.<\/p>\n\n\n\n

Deactivating <\/strong>User<\/strong> Accounts<\/strong><\/h2>\n\n\n\n

You can deactivate user accounts \u2013 that is, prevent them from accessing OrgPlus RealTime \u2013 without deleting the account. This allows you to remove users from a project without having to recreate their user account if they are later reinstated.<\/p>\n\n\n\n

An account\u2019s activation status is indicated next to the user name.  A deactivated user will have the message “(inactive user)<\/strong>” to the right of the user name.<\/p>\n\n\n\n

To deactivate a user account:<\/strong><\/p>\n\n\n\n

1.      On the Users Page, select the user account you want to deactivate.<\/p>\n\n\n\n

2.      Check the Disable User Account<\/strong> checkbox.<\/p>\n\n\n\n

To activate a deactivated account:<\/strong><\/p>\n\n\n\n

1.      On the Users Page, select the user account you want to activate.<\/p>\n\n\n\n

2.      Un-check the Disable User Account<\/strong> checkbox.<\/p>\n\n\n\n

Resetting a Password<\/strong><\/h2>\n\n\n\n

You can easily reset the password for any user.<\/p>\n\n\n\n

To reset a user\u2019s password:<\/strong><\/p>\n\n\n\n

1.      On the Users Page, select the user account that needs the password reset.<\/p>\n\n\n\n

2.      Select the Force password reset at next login<\/strong> checkbox.<\/p>\n\n\n\n

3.      Click Save<\/strong>.<\/p>\n\n\n\n

Unlocking a <\/strong>user<\/strong><\/strong><\/h2>\n\n\n\n

When a user becomes ‘locked’ because of too many invalid password attempts, unlocking the user requires a few simple steps.<\/p>\n\n\n\n

To unlock a user:<\/strong><\/p>\n\n\n\n

1.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0On the\u00a0Users Page, select the\u00a0user\u00a0account that needs to be unlocked. \u00a0Note there is a lock icon to help you find the\u00a0user.<\/p>\n\n\n\n

2.      Click the Unlock User<\/strong> button at the top of the user’s page.<\/p>\n\n\n\n

3.      Enter a new password in Change  user password<\/strong> section.<\/p>\n\n\n\n

4.      Verify the Force password reset at next login<\/strong> checkbox is checked.<\/p>\n\n\n\n

5.      Click Save<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"

To access OrgPlus RealTime, each user must have a user account.  User account settings are established on the Users Page. To access the Users Page: Click the Administration button in the left navigation pane, and then click Users to display the Users Page From the Users Page, you can: \u2022        Create a new user account \u2022        Edit an existing account \u2022       …<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[43],"ht-kb-tag":[],"class_list":["post-1177","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-users"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1177"}],"version-history":[{"count":5,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1177\/revisions"}],"predecessor-version":[{"id":1421,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1177\/revisions\/1421"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1177"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1177"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}