Creating Users

How to create a user for logging into Ramp Web

Users, distinct from Persons, refer to the unique login credentials assigned to individuals within the company. These credentials enable staff members to access their accounts while remaining part of the organization’s database. In contrast, Persons represent editable data entries that can be viewed in relation to various items and reports, indicating the individuals assigned to those items.

Navigate to Manage Accounts -> Users.
There are two methods of creating a new user:
1. Create new user
  1. Click Add User.
  2. Enter the Details of the new user:
    1. Given Name
    2. Surname
    3. Username or Email. Email is most commonly used
    4. Password
    5. Role:
      1. Read Only - Only able to view data (can't edit data)
      2. Standard - Able to view and edit data other than important account data
      3. Admin - Able to view and edit all data including other users and accounts
    6. Tag Number - The new user's ID Number
    7. Timezone
    8. Template - Usually a general template for users supplied previously
  3. Click Create to add the new user.

1. Create new user from person (only if the person is in the system already)
  1. Click The small arrow next to Add User and then click Create User from Person.
  2. Search for and click Select the premade person you would like to create into a user.
  3. Finalise the user by entering in the following details:
    1. Email
    2. Password
    3. Role:
      1. Read Only - Only able to view data (can't edit data)
      2. Standard - Able to view and edit data other than important account data
      3. Admin - Able to view and edit all data including other users and accounts
  4. Click Create to add the new user.