FAQs: Creating a WorkFlows Login

For most situations, creating a new login is as simple as creating a new user record and assigning the appropriate User Profile and Library policies.

Example To create a staff login for a new Main Library technical services employee, create the user record and select TECH for the User Profile and MAIN for the Library.

If there is not an appropriate User Profile policy that includes the User Access and Environment policies desired, it might be necessary to create a new User Profile, along with new User Access and Environment policies.

All of these policies can be found on the Configuration Module toolbar, in the following locations.

•

User Access Wizard– Access Control Configuration

•

Environment Wizard – Access Control Configuration

•

User Profile Wizard – User Configuration

To create a new login, follow these steps.

1

Create a new User Access policy. Assign the appropriate Request List, User Level, Command List, Report Groups, Properties, and Access List.

2

Create a new Environment policy. Assign the appropriate Screens and Gateways.

3

To ensure that these two new policies are available when creating the User Profile policy in the next step, you must Halt and Run the SirsiDynix Symphony servers.

4

Create a new User Profile policy, assigning the newly created User Access and Environment policies.

5

To ensure that this new User Profile policy is available when creating a new user record, you must Halt and Run the SirsiDynix Symphony servers.

6

Create the user record.