Initial Settings
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Initial Settings
Employee Registration

Registering User

6min

In order for the employee to access the system, it is necessary to create a user. By registering it, it is possible that the user's data (login and password) are sent to the e-mail of the employee.

To do this, set parameter 455 indicating the e-mail template (ID) created for this purpose. The e-mail template should contain the keys ${LOGIN} and ${NEWPASSWORD}.

This feature provides a variety of actions, such as including, changing, and deleting a user.

📌 IMPORTANT!

The sending of login and password, when registering the new user, does not include users imported via AD or LDAP.

Before getting started

To register a user, it is necessary to:

Register the Employee;

Have at least an Access Profile;



To send the Login and Password to the Employee's e-mail:

Configuring parameter 33 and correctly indicating the instance's URL;

Configuring parameter 455 with the e-mail template ID created to send the access data;

✅ Rule: In the e-mail template, the ${LOGIN} and ${NEWPASSWORD} keys must be included.

Example Basic template: "Dear user, here's the access data. Username: ${LOGIN} and Password: ${NEWPASSWORD}"

Procedure

  1. Access the main menu General Registration > Personnel Management > User;
  2. Complete the fields available;
  3. Click on "Save".

✅ Rule: The system checks if there is an e-mail template for the new employee that has the password key to send via e-mail. The system manager registers or changes an employee login and password on the user screen. The system checks whether: the system uses the password policy and whether the user is LDAP or not. The system allows you to enter a new password. After saving, the system sends by e-mail the new data to the employee.