Related Topics:
	Managing Users

Managing Applicants

When a user requests access to XFRACAS via the Request Access page, an e-mail notice containing a list of requested entities is sent to the administrator of each entity that the user requests access to. This is controlled by the "Administrator E-mail" preference. Clicking the Applicant Information for... link in the e-mail will open the Applicants page, where you can set the permissions for the applicant and then add him or her as a user to the system. You can also open the page by choosing Admin > Configure > Security > Applicants.

Permissions required to access this page: Access Admin Tab and Manage Users.

The Select Name to Edit drop-down list allows you to choose an applicant to edit. The names that appear in this list will be those users who have requested access to the current entity. To give an applicant access to the system, select the applicant from the drop-down list, enter any relevant information including entities and permissions and then choose Admin > Users > Create.

If you want to remove the applicant instead of adding them to the system, choose Admin > Users > Delete.

There is no undo for deleting an applicant.

The fields in the System Wide Information area and the Entity-Specific Information area are the same as those in the Users page.

If a user has entered location information that does not already exist in the system, you will be prompted to add, edit or cancel these entries. If a user has requested access to several entities, the administrator can add them only to those entities for which the administrator has permissions. Access to the remaining entities can be granted by the administrators of those entities. When they attempt to add the new user, they will be shown a prompt stating that the user already exists, and asking if they would like to add the user to the selected entities. Clicking OK will add the existing user to any selected entities they are not already a member of. If one administrator has created the user and provided access to all requested entities, when another administrator then opens the link, an error message saying "Applicant has already been processed or deleted" will appear.