Add a New User

Create User Account

To create a new user account, select "Users & Roles" from the "Administer SMSPRO™" menu.  Click the "Add New User" link on the "Users & Roles" page, and a form will be displayed to enter the new user's information.  (If the "Add New User" link is not available, change the page mode from "View" to "Edit" using the radio buttons in the top left corner of the page.)

The "User Name" is the name that will be used to login to the application.  User names must be unique within an installation of SMSPRO™, so if you are using an installation that is configured for use by multiple organizations, there is a possibilty that user names might conflict.  Because of this, if you are using a shared installation of SMSPRO™, it is recommended to give all user names a prefix or suffix that is unique to your organization.  (For example, NorthWest Data Solutions might use the prefix "nwds_", or the suffix "@nwds-ak.com", as for an e-mail address.)

The "Display Name" will be used to identify the user in the application.  Uniqueness is not strictly required for display names, but it is recommended to avoid confusion.  Typically, a user's full name will be used as their display name, but something else might be required if two or more users have the same name.  Alternatively, the display name can be the same as the user name, which is required to be unique.

The "Authorize" and "Notify" checkboxes should remain checked.

The "Random Password" checkbox can be checked to generate a random password for the user, or a specific password can be provided.  The user can change their password after they have logged in.

After the form has been filled out, click "Register".  A new user account will be created and assigned the SMSUsers role, and an e-mail will be sent to the user with their user name and password.

Assign Roles

If the user requires roles other than SMSUsers, those roles should be added now; otherwise, proceed to the next step.

Click on the name of the role to assign to the user.  This will display a list of all users, where the "IsInRole" column indicates with a checkmark if the user is in the selected role, or with an "X" if they are not.  Find the new user in the list.  (If there are many users, the search function can filter the list to a manageable size.)  Click on the "X" in the user's "IsInRole" column; the "X" should change to a checkmark indicating that the user has been given that role.  Repeat for all additional roles required for the user.

Assign Division

To complete setup of the new user, they must be assigned to a division.  Select "Administer SMSPRO™" from the "Administer SMSPRO™" menu, then select the "Users" tab.  Locate the new user, and set their division.  Scroll to the bottom of the user list, and click "Save".