This article explains adding a new user to the LOGIQC QMS.
Note: The position must exist in the system before a user can be allocated to the position - See related article: How to create a user position in LOGIQC
1. Log in to LOGIQC.
2. Click on 'Contacts' and click 'Add'
3. Complete the 'Contacts details' form referring to the instructions for each field below
4. Click 'Save'
Field descriptions explained
Contact details
Contact type
Select the relevant contact type from the drop-down list of available contacts. These are set up by the System Administrator
QMS user status
Select active to enable the user to log in. When a user leaves the organisation, their status should be set to inactive.
Title/Given name/Family name
Select the person’s preferred title and enter their family and given name.
Contact details
Enter the contact details for the staff member. All users can see these details.
Required fields are:
- Telephone OR mobile number
Position details
Position
Select the position title of the staff member. A user must have a position to receive tasks.
Work area
Select the work area and position relevant to the person.
User permission level
Specify the user’s system permissions. Refer to the article: About user permission levels
Username
Enter a username for logging on to the system eg firstname.lastname. It may be useful to use the same naming convention as the user network login account.
Staff you manage (Administrator view only)
If the user has a 'Manager' permission level or higher, and they have staff who report to them, select the name of each staff member who reports to this position and click add.
Password
Enter the user password for logging in. Each user can reset their own password by clicking My profile after logging in. Tip: Passwords are case sensitive.
Private calendar URL
You can add your LOGIQC calendar into your organisations email program. You will need to generate your own unique URL address before you can set this up. Simply click 'Generate' and your own unique URL which links to your LOGIQC calendar will be generated.
For further information around adding your LOGIQC calendar into your work calendar, see related article:
Linking your LOGIQC calendar to your work email calendar
Additional Notes:
To log in to LOGIQC, a person must have a user profile in the staff contacts tab. The staff contacts tab displays all system users who can access the system.
A system user is always displayed by their name and position title.
If the required position title has not been added to the system it will need to be added to the positions menu in system setup.
See article: How to create a user position in LOGIQC
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