Creating a New User is a simple process of creating the User's account and updating the Primary Location Group. Once added, the User will be available for assignment in Privilege Groups, Email Alerts, Intraday Alerts, Approval Notifications, and Report & Export Batches

  • Important Note: Users accessing Radar from the Advantage Portal are created in Advantage.
     

Security

 

Users with one of the following User Privileges have the ability to add a New User: 



Opening the User Manager

 

Adding Users is performed on the User Manager page within Company Configuration.

 

The User Manager is found in the User Management drop down in the Company Configuration Module.

 

 



Adding a New User

Follow the steps below to add a New User:

  1.  Select 'New User'


  2. Enter a unique Username
    • This must be unique to all user names across all Radar databases. 
    • Best Practice - Utilize email address for usernames or enter the initials for your database name at the end of all usernames.

  3. Enter information for REQUIRED fields
    • First Name, Last Name, and Email Address

  4.  Enter a TEMPORARY Password
    • The password will receive a red, yellow, or green flag depending on the strength of the password. Strength of the password is determined by the complexity of the password. Complex passwords are a combination of length, upper/lower case letters, numbers, and special characters.

  5.  Click 'Force Password Change'
    • This ensures that the user will be prompted to create a new password upon their first login

  6.  Enter information for Optional fields
    • Direct Phone, Fax, and Title

  7.  Set the Primary Location Group
    • Select the primary location or group of locations this user should have access to within Radar.

  8.  (Optional) Add User to an existing Privilege Group
    • Adding a User to a Privilege Group on creation will grant accesses associated with the Privilege Group.
    • Users can be added or removed from Privilege Groups at any time on the Privilege Group page.

  9. (Optional) Click 'Send Email' 
    • If 'Send Email' is set, the new user will receive an automated ā€œInfo-No Reply" email with their Radar login credentials. 
    • If 'Send Email' is not set, the new user will need to have login credentials provided to them manually.

  10. Click 'Save'



Adding an Advantage Portal User

 

Users who access Radar through the Advantage Portal will need to be added in Advantage first. Radar imports all changes to Users from Advantage overnight, and should automatically activate the User in Radar. 

 

It is a best practice to manually confirm that Users added in Advantage are added in Radar as well. 

 

  1. Add User in Advantage
  2. Wait overnight for Radar/Advantage Sync
  3. Confirm new User is in Radar Active Users List



  4. Select the new User from the 'Active Users' List
  5. Click Show


  6. Adjust new User Primary Location Group


  7. Add new User to the appropriate Privilege Group