How to Add a New User (Bank)
Aims:
By the end of this guide, you will be able to Add a New User (Bank).
It is important you change the new user to 'Active' the user after adding them to the system. Please read till the end of this guide to learn how to activate a user.
Step by Step:
1. Navigate to Admin View by clicking on your profile image in the top right corner and click on ‘Switch to Admin View’. (This might not be available depending on your permissions)
2. Click on the Users tab in the top left-hand corner.
3. Below, click Add New User. A popup will appear.
4. There are three different sections which require completing. These are User Details, Fill in the User Details section, make sure you select 'Bank' as the contract type. Once you have filled in the User Details, click Next >>.
5. Select the Unit you want the user to work on, also selecting the Job Role and Contract Type. If the user is working on multiple units click the '+' icon and a new row will appear. Once complete click Next >> button to go the last section, Skills & Qualification.
6. Here you can add the user's qualification and work experience by clicking on the '+' button. You can select the level of clearance in the Add Clearances box.
You also have the option to select a notification preference for this user. The user will automatically be notified of Jobs via the JMS One App. SMS & E-mail are an optional extra.
7. Once you have completed the sections, click Finish. The user has been added to the system with the status 'Pending.' Find the user by searching their name in the Search Bar and click 'Change Status'. (If you are unable to change the users status, this means you do not have the permission to do this. Please contact your line manager).
8. Click on New Status and select 'Active' from the drop-down. Type in a Reason For Change and click Save.
9. The user status will no show as 'Active' in the table. You have successfully added a new user to the system.
