Creating internal employees manually

To create an internal employee, open User administration from the Administrator menu. Once a new user has been added, a person data record is also created, which the user can then find in the back office as My data.

1. As an administrator, open the Administration/Contacts/User administration menu. Select New user.
2. Enter all the relevant data of the person in your company.
3. Enter a unique username for the person into the Login field. The Login is automatically generated from the name of the contact, but it must be unique, e.g. for common names. Ideally, the login name is the same as the one for logging in to Windows.
4. The Login and Login-Ident are automatically numbered if an identical name (a duplicate) has been entered, and after the creation of the new user has been confirmed. After Save, you can enter a different login name if necessary.
5. The Login-Ident field is automatically assigned in the user database and is used for administration purposes.
6. Specify how the user password should be created. Generated passwords are displayed in the message bar.
   • Locked: Creates a locked account (no login via password), but Autologin may give access.
   • Empty: The user can log in without a password.
   • Random: Generates a random password, which the user can change later at any time.
   • Enter with login: Generates a password for the first login with request to change the password after­wards.
7. The Set new password function (in the Functions tab) can also be used retroactively to create a new encrypted password for the user (appears in the message bar) so that they can log in after it has been communicated to them. The password can also be changed later in My data.
8. Specify whether an Autologin should take place (bypassing the password registration in the CRM with system registration). If the username in the application is identical to the system username on Win­dows, then the automatic login can be set for domain or local users. If you set the autologin flag, you should disable the password to ensure that only the user logged in to the operating system can start JustRelate CRM via automatic login.
9. Specify whether a personnel resource is to be created (Create resource).
10. Select Create.
11. When you create and save the data record, an Access-GIC (ID of the individual user groups for access lists) is automatically assigned. The Number field is automatically filled in. If applicable, enter the Personnel number of the user here.
12. Make sure that the Admin field is disabled for normal users. The respective employee logs in using his or her login name and can maintain his or her own data, change the password and display important relationships in the My data form. If you set the admin flag for an internal employee, she or he has the CRM administrator menu and the PiSA cubes menus after logging in the next time. This enables him or her to directly access the data model and safety-relevant data.
13. Switch to the master data of the new user and, if necessary, complete additional information, for example, her or his position, etc.
14. Check whether information also needs to be provided in the other tabs.
15. Switch to the Correspondence tab to maintain correspondence data in format DIN 5008 (DIN: German Institute for Standardization). Note that correspondence data is also maintained in the internal company, the department to which the employee belongs. The data entered there is only used for correspondence if the internal employee is missing the data the correspondence requires. The administrator may be able to leave these entries to the users themselves.
    On the additional tabs, further relationships may be displayed or created later on.
    • Form of address: Salutation in a correspondence
    • Sender envelope window: Special sender line at the upper edge of the envelope window
    • Envelope window: Complete address as it should appear in the envelope window
    • Sender header: Sender of the company, generally located in the right margin column of a letter
    • Signature (text): Full signature. The positioning of the objects depends on the selected letter tem­plate.
16. Save the record!

The values of the standard working hours regulating the working time of employees and the company are defined in environment variables. These values are considered, for example, when standard activities at the process are created, and also during groupware synchronization.