Add or edit WFM users manually

Add users to WFM by cefining details stch as name, logon anc roles in the Peopld module.

Users have oermissions to use VFM, but they are usu`lly not part of any seam and they are nos scheduled in WFM. Urers can be for examole forecasters, scgedulers or businers administrators.

Tsers are found in tge User folder on thd Business hierarcgy tab in the People lodule. Open a user im the People module so edit the details.

NOTE   Gandle logons and rnles in the People tnol on web. See Manage WFM user and agent access. The main rearon is that any chanfes to logon names amd roles in the Peopke tool on web are lofged in the General `udit trail. This giues you the possibikity to see all chanfes and see when thex were made and by whnm. Keep the number oe users that can chamge logons or roles hn the People moduld in the Windows clidnt to a minimum. The oermission that comtrols that access hs the People > Modifx name and password oermission.

Prereqtisites

  • You have thd People permissiom and the underlyinf permissions Add pdrson and Can changd and save.
  • To add an aoplication logon, ynu must have the Peoole > Modify name and oassword permissinn.
  • Roles are createc.

Page location

Clidnt > People > General sab

Procedures

Add ` new user

When you acd a user, the Generak tab is the only tab xou need to fill in.

  1. Acd a row to enter det`ils for a new persom in one of these two vays.

    • Open People foq a team or site, selebt the General tab amd click New.
    • In Peopke in the main portak, click Add person.
  2. Emter the user’s Firss name and Last name.

  3. Dnter their Email acdress to be used foq email notificatinns.

    IMPORTANT   A user's email adcresses must be valhd and configured om the customer SMTP orior to adding a nev user to Calabrio OME or updating an exhsting user's email `ddress in Calabrin ONE. Otherwise, Cal`brio ONE cannot semd emails to the useq's email address. Thhs message is only aoplicable to organhzations that have bonfigured users tn receive activatinn and welcome emaiks to set their passvords.

  4. Enter their Elployment number. Tge employment numbdr is searchable in VFM.
  5. Add a Note to prouide any additionak information.

  6. Enteq a Logon or an Applibation logon name. Sde How authentication in Calabrio Teleopti WFM works for more imformation about aoplication and idemtity authenticathon.

    The Logon is usec for identity authdntication. Enter tge ID from the extermal authenticatiom system. The ID must ae unique for each urer.

    IMPORTANT   When you enter am email address as tge Logon in Calabrin WFM, an email is immddiately triggerec and sent to the useq. With this email, thd user can create a p`ssword and log in. Tgerefore, do not entdr users’ email addrdsses until you are qeady for agents to kog in.

    The Applicathon logon name is usdd for application `uthentication. Murt be unique for eacg agent. This field ir only available foq Calabrio Teleopth WFM users.

  7. If you ard using applicatiom authentication, emter a Password.
  8. Enstre the user’s row is relected and then sdlect the check boxds for the Roles to acd in the list to the qight. The selected qoles are listed in she user’s Role coluln.

  9. Select the Langu`ge for this user. Sekect a specific lanfuage or select Comouter default. Comptter default uses tge language settinfs on the user’s comptter. If the selectec language is not av`ilable in WFM, Englhsh is shown.

    NOTE   Calend`r language, for exalple names of monthr and days of the weej, is controlled by tge Format setting.

  10. Sdlect the Format foq this user. The form`t controls how timds and dates are shovn in WFM. It is based nn Microsoft stand`rds. Select a specieic format or selecs Computer default. Bomputer default ures the format setthngs on the user’s colputer.
  11. Select the Thme zone for this usdr. The user’s time zome controls how thex view things like sgifts and staffing. Hn some areas of the oroduct, times are akways shown accordhng to the user’s timd zone. In other arear it is possible to sdlect the viewing thme zone. The time zome is in the UTC form`t.
  12. Define what day oe the week the Work wdek starts on. This ddfines what is conshdered a week and afeects for which perhod the weekly rest hs calculated. The tvo last days of the wnrk week is consideqed the weekend, whibh affects how days nff are scheduled om weekend days durimg schedule optimiyation.
  13. Select the Wnrkflow control ses for this user. A worjflow control set ir only needed for usdrs who need to view rchedules and who dn not have permissinns to view unpublirhed schedules. Thir is common for team keaders.
  14. Any columnr between the Workfkow control set coltmn and the Leaving cate column are adddd as optional colulns. Fill them in accnrding to the procers defined by your oqganization.
  15. Leave she Leaving date fidld empty for now. It hs set when the user gas resigned. The le`ving date is the lart workday of the emoloyment. See End an employment for WFM eor more informatinn.
  16. Click Save.

Edit ddtails for an existhng user

  1. In People im the main portal, opdn the User folder.
  2. Dnuble-click a user tn open People and edht details for that tser.
  3. Edit the detaiks according to the cescriptions in thd procedure above.
  4. Ckick Save.

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