How To: Create User (CSPs)

Once a User has been created in LPG, their User Account needs to be assigned roles by a System Administrator.  These roles support which processes the user can undertake within the LPG. It's best practice to create an individual user profile for each person utilising LPG. This allows for greater overall security of your logins, more meaningful User Roles and a greater understanding of who is managing what work

1. Select Users from the LPG menu

2. From the drop down choose Find Users. The User List screen appears. 

3. Click Create User

4. Fill in the User information.

• Username: Username must be at least six characters long.
• Personal Details: Name, Job Title, Contact Details
• Employee Type: Select the most appropriate description
• Invoiced Entity: Tick one or more entities with which the user is associated

5. When all the User Information is complete and accurate, click the Create button.

Next you'll need to select User Roles.

6. Select the Roles and Workgroups tab

The Overview of Users and Roles (CSP) guide has more information on the actions and limitations for each role.

7. Using the Toggles on the left-hand side of the screen, assign a Role for the user

NOTE: After Toggling on a role, Workgroups associated with the role will be displayed on the right-hand side of the screen. For More information on managing user roles visit HERE (https://yarrissupport.zendesk.com/knowledge/articles/4407737142425/en-us?brand_id=360001787851)

8. Specify the privileges the User requires for the Workgroup to which they belong:

• Authority: The User can action work up to the dollar value specified. Anything above that will require manager approval.
• Member: The User can action work assigned to that Workgroup.
• Supervisor: The User can 'takeover' work from Members within that Workgroup.

9. Repeat steps 7 and 8 for each Role and Workgroup to which the User belongs.

10. When all the User’s Roles within each Workgroup are defined for this User, click the Update button.