Summary

Set up a new staff member that will have access to the Petly Plans application.

 

When

  • Staff change

 

Permission Level

Administrator


Things to Know

  • The user name must be unique. If the one entered exists, a message will say the name has been taken.
  • Password requirements:
    • Cannot include the user name.
    • Must be 8 or more characters.
    • Must include both upper case and lower-case letters.
    • Must have a minimum of 1 number.
  • If attaching an image to a user account:
    • Limitations include:
      • File size: Max 500 KB
      • Height and Width: Max 1000 x 1000
      • File Type Allowed: JPG, PNG, GIF
    • Petly Plans will crop the center of the image and resize it as needed.

 

Steps

  1. Log into Petly Plans as an Administrator.
  2. Place the mouse pointer over the menu icon and go to Admin > Users.
  3. In the Username field, type a unique name this staff member will use to log into the Petly Plans application.
  4. In the Display Name field, type the name to display within the application once this staff member is logged in.
  5. Optional: In the Email field, type a unique email address to associate with this user.
  6. From the Display Tooltips drop-down list, select Yes to display tooltips throughout the Petly Plans application for this user or No to hide tooltips.
  7. From the Role drop-down list, select the security access level associated with this user. Options include:
    1. Admin - has full security access to all areas of the application.
    2. Manger – has access to most areas of the application including key reports.
    3. Staff – has minimum security access to certain areas of the application.
  8. Optional: In the User Image field, click Browse and follow the prompts to search for and select an image to display for this user.
  9. In the Password field, type the password this staff member will use to log into the Petly Plans application.
  10. In the Repeat Password field, type the same password entered in the Password field.


  1. Click Save.


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