Please check whether the user already exists in Dimensions (or Supply Chain if you are using that instead of Dimension)
Otherwise, the guide below will take you through the process of creating a brand new user, which will also create a Dimensions (or Supply Chain) user.
Users can only be created by someone who has access to the FocalPoint Administrator application. If you do not have this application, please speak with your manager or IT personnel first.
If your users are windows authenticated, please ensure that your IT department have created an active directory account for the user and the you have the relevant Domain and user name.
If you are unsure if your users are normally Windows Authenticated, please check in Dimensions under System, User Records - highlight a user and you will see a tick box for "Windows Authentication" at the bottom of the screen.
You can create a new user by following the steps below:
Please note that all settings in the process are optional except for User ID, User Name, Resource Code and Security Profile and everything except for User ID and User Name can be changed or added later on - Therefore if you don't know if something is required, it is best to leave it blank for now and add it later if needed.
Log into FocalPoint Administrator
Select System Control, Utilities, User Creation Wizard
The next step will depend on whether your users are Windows Authenticated:
If your users are Windows Authenticated, select the Windows Authentication button
Enter the relevant Domain name
Enter a User ID for the user (maximum 4 characters and cannot be changed)
Populate User Name with the Windows Account user name
If your users are not Windows Authenticated
Enter a User ID for the user (maximum 4 characters and cannot be changed)
Enter a User Name for the user (cannot be changed)
If you are hosted by Access
The Windows Authentication box will be ticked by default and greyed out and the Domain box will be populated with CLOUD
Enter a User ID for the user (maximum 4 characters and cannot be changed)
Enter a User Name for the user - this will then be automatically prefixed with your DMXXX number (cannot be changed)
Enter any address information for the user (this is optional) followed by Next
On the Resource tab, the system will have set an appropriate resource code from the User ID - you can change this if needed (please note a Resource code is required in order to be able to log in)
Enter any sort keys or user fields required (this is optional and related to the Dimensions/Supply Chain Resource record that will be created), followed by Next
The next step will create a Supplier record in Dimensions/Supply Chain for use with Expenses - you can change the supplier code as needed - including to an existing one if you prefer - or you can blank this out if you don't require it. Add any sort keys as needed and once done, select Next
The next screen will create a Supplier code for any Credit Card expenses - you can either have the system create a separate record, or add the same details as you did in the previous screen to set the same Supplier record. Again, you can also change this to blank if not required. Once done, select Next
The next screen creates a Cash Advance Supplier record - as with the Credit Card, you can either have the system create a separate Supplier record for Cash Advances, or enter the same supplier details as either of the previous screens. Again, set this to blank if you do not want to create or use Cash Advance Supplier records. Once done, select Next
Note: If you only want one supplier account for your user, you would enter the same supplier details in the Expense Supplier, Credit Card Supplier and Cash Advance supplier screens
Select an appropriate FocalPoint Security Profile for the user. At this stage you can also enter any other details about the user, such as Project and Department leaders if needed (these are all optional and can also be added later). Once done, select Next
The next screen can be used to setup information such as Credit Card details, a password (if not using Windows Authentication, you must set a password in the .Net password field). Any other details can be entered as needed but all are optional and can be changed or added later. Once done, select Next
The next screen relates to Absences and Holiday allowance - fill in any details if required. Once done, select Next
You can now set up any details for the user relating to Timesheets, if required, followed by Next
You can now setup any details related to Expenses, if required, followed by Next
You can now setup any extra configuration for the user, if required, followed by Next
Enter any information that should appear in the Custom tab of the FocalPoint member record, if required, followed by Next
Set any Absence types the user should have access to, if required, followed by Next
Pages 14-16 of the User creation can be used to set any specific web preferences for the user. Set these as needed, selecting Next after each page - you can leave the default settings if you have no specific changes required.
On page 16, select the Finish button
The user record will now be created for you.
Further notes on user creation: As mentioned in the notes at the start of this article, the only criteria that is absolutely necessary in order to setup a user is as follows:
User ID and User Name
Resource Code
FocalPoint Security Profile
However, please bear in mind that if the user record requires additional settings, such as Supplier links for Expenses, access to Absence types, specific settings for the custom tab etc, you will need to add these to your member record after creation.