Plan and Create User Accounts

Before creating a user account, determine what information and permissions are necessary for the account. To do this, answer the following questions:

• What is an appropriate username and password for the account?

• What position or positions will the user be assigned to? Does the position already exist?

• Will the user be a WebEOC Nexus administrator? If so, do they need access to all administrator areas, or only particular ones?

  Partial Administrator rights and permissions are assigned via an Admin Profile.

• Will the user need to be able to send emails?

• Will the account be used only by the WebEOC Nexus API

  When you have this information, you are ready to create a user account.

To create a new user account

1. Access the Admin View.

2. In the main menu, click the accounts icon . The Accounts page opens.

3. On the Users tab, click Create User. The Users: Create User page opens.

   

4. On the left, in the Login Information area, enter the following information.

   Fields used when adding an account

   Field	Description
   Account Disabled	Security option that enables or disables the user's account.
   Account Type	Type of account and associated permissions you want to grant the user. User Full Administrator Partial Administrator Sub-Administrator Service Service as Administrator The options visible in this list depend on whether you have full administrator permissions. If you select Sub-Administrator for Organization to Administer, select the organization this sub-administrator is responsible for managing. For information about organizations, see Create an Organization. If you select Partial Administrator for Account Type, then, if appropriate, specify account administration settings in the System Access area by assigning one or more Admin Profiles.
   Account Organization	Organization in which this user will act in the identified account type. This list contains organizations for which you have permission to manage users.
   Username	Name or email address that the user needs to enter to log in.
   Authentication ID	Additional field for authenticating employees using external authentication. This field is not available in all versions. The Copy Primary Email button appears to the right of the Authentication ID field. Administrators can click this button to automatically insert the user's Primary Email into the field.
   Primary Email	Email account where the user can receive and retrieve notifications. For example, aaa@aa.com.
   Secondary Email	Additional email account. For example, aaa@aa.com. Click the add icon to add the address to the list of emails. Repeat this step if you want to add more email addresses to the account. To remove an email from the list of additional emails, click the email address and then click the delete icon.
   Password	Password that the user needs to enter to log in. Passwords are case sensitive.
   Confirm Password	Repeated entry of the password to confirm accuracy.
   Change password at next login?	Security option that prompts the user to change their password when they log in. This feature is useful if an administrator has set an initial password for a user, or has reset a user’s password.
   User Update	Allows the user to update their own account information on the User Account edit window. If you select Enabled, all allowed updates the user makes are saved to the user’s account. The Allow users to edit their accounts checkbox must be selected on the System Settings > General tab. If this checkbox is not selected, the User Update setting has no effect. See Allow Users to Edit Their Accounts for more information.
   Multiple User Login	Allows multiple users or one user with multiple devices to access WebEOC Nexus simultaneously through this account. This field is not available in all versions.
   Inactivity Logout	Automatically logs the user out of WebEOC Nexus after 20 minutes of inactivity. See Inactivity Countdown Events for a list of events that reset the timer for being logged out due to inaction.
   User Color	The color of the user’s background in WebEOC Nexus. Background colors can help users distinguish between usernames that are displayed on a status board.
   Expiration Date	Date and time on which to terminate the user’s privileges in WebEOC Nexus. Once this date and time are reached, the user's account is locked until an admin unlocks it. mm/dd/yyyy hh:mm AM or PM
   UI Language	Language in which the default user interface content appears for the user. This field is removed in WebEOC Nexus 10.12. International users set their language in their profile. See Update Your Profile Information for details.

5. On the right, in the Personal Information area, enter the following information.

   • During the login process, information entered in this area is used to auto-fill the Additional Login Information window. You can change the information that is displayed by default.

   • If a phone number is not entered in the Office Phone field, the user must enter the phone number each time they log in.

   • Phone numbers that do not include the country code are automatically assigned a +1, which is the code for the United States, Canada, and several Caribbean nations.

   Fields used when adding an account

   Field	Description
   Name	User’s first and last name.
   Location	User’s assigned work location.
   Office Phone	Phone number at the user’s work location.
   Office Phone Channels	Select Text or Voice as your preferred notification method. You can also select both options to receive notifications from each of them. If you do not make a selection, the notification defaults to voice.
   Mobile Phone	User’s mobile phone number.
   Mobile Phone Channels	Select Text or Voice as your preferred notification method. You can also select both options to receive notifications from each of them. If you do not make a selection, the notification defaults to text.
   Department	User’s department at work.
   Organization	User’s work organization.
   Supervisor	User’s supervisor (first and last name) at work.
   Supervisor Email	Email address of the user’s supervisor.
   Supervisor Phone	Phone number of the user’s supervisor.
   Comments	Additional information about the user or their work situation.
   Attachment	Any file related to the user that you want to attach to their account. Attach files up to 10 MB.

6. To assign a position to the user account, do the following actions.

   1. In the System Access area, if it is not already selected, select Positions.

   2. Click Add Position.

   3. Select one or more positions.

   4. Click Add.

7. To view mobile devices that have been configured to access WebEOC Nexus, in the System Access area, click Mobile Devices.

8. Click Save. The new account appears in the list on the Users page.