Adding a New Employee / Create New User

Overview

A User Account is required to login to ShareVision. When you create the user account, you will also assign the user permissions to the account. The assigned permissions will either grant or prevent access to the different areas on your ShareVision site.

Requirements/Dependencies

In order to add a new user to your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 
• Have set up some permission groups on ShareVision
• Have developed a plan for which permission groups should be able to access information on your site 

How to Add a New User

1. Logged in as a Site Administrator, select the gear icon in the upper right corner and select: Site Administration
   
   
2. When prompted, enter your ShareVision Administrator username and password.
   
   
   
   
3. Select Add a New Employee.
   

   

   
   

   Human Resources (HR) Portal - Add a New Employee

   If your organization has subscribed to the Human Resources (HR) Portal, you can Add a New Employee from the HR Portal. Refer to Human Resources (HR) Portal for more information.

   
   

4. Fill in the Create User Account form.

5. Once the form is filled in, select Create User Account.

   What to do if the username already exists

   Sometimes, when you are adding a new user, the user account will not be created and the following message will appear:

   A user with this user name already exists. All ShareVision users share a common pool of user names and user names must be unique. It's possible that the user name you entered has been taken by another organization. You may need to stray from your user naming convention for this user by adding a middle initial or some other small change. Please contact ShareVision support if you have further questions.

   If you receive the above message, enter a different username and re-enter the password and confirm the password again. Then, select Create User Account.
   
   

   1. After the system creates the new user account, the following screen will appear. Select Next.

6. Next, you will add the permission groups to the user's account. All new users have the GRP All Staff automatically added to their account. From the Available Groups, select the group(s) that the user requires.
   
   Note: Groups will have either grant or prevent access in ShareVision.
   

7. Select the Add (->) button. Note: If you need to remove an assigned group from the user, select the group(s) from the Assigned Groups section and then select the Remove (<-) button.

8. Select Finish.