› Administration › Manage resources › Create a user

Create a user

A user is an individual resource who works in an organization.

You can create a user, assign a supervisor to manage a user, set the user as a supervisor, and set security and skill levels for a user.

  1. On the Administration menu, click Manage Resources.

    The Resources page appears.

  2. Click Create and click User.

    The Resources - Create User page appears.

  3. On the General tab, configure the following settings.

    Setting

    Description

    User Name

    Enter a user name for the user.

    By default, new resources are assigned to the Default Category

    Full Name

    Enter the user's full name.

    Category

    Select a category for the user.

    Managerial Level

    Assign a supervisor level to the user.

    By default, a user is not a supervisor. The value assigned to a user can be between 1 and 10. Lower values indicate higher authority. For example, a user at the top of the command chain has a managerial level of 1.

    Email

    Enter the email address for the user.

    Phone Number

    Enter the phone number of the user. A phone number cannot be more than 30 characters.

    Supervisor

    Select a supervisor for the user.

    Only supervisors with a higher managerial level than the selected user can be assigned as supervisor. For example, a supervisor with a managerial level of 5 cannot be assigned to a supervisor who has a managerial level of 6 because 6 is a lower managerial level than 5.

    Persona

    Select a persona to associate with the resource. When the resource logs in, the associated landing page opens.

    Persona is optional and only one persona can be associated with a resource. See Manage Personas in the Kofax TotalAgility Designer Help.

    Work Allocation Rule

    Select a work allocation rule to directly assign to a resource so that work can be streamlined based on the order defined in the rule.

    This setting is not available for external resources.

    The work allocation rule assigned directly to a resource takes precedence over the work allocation rule assigned to the working group. If the work allocation rule assigned to the resource is cleared, the one assigned to the working group will take effect.

    Active From

    Specify the date range from when the user is available.

    Only an active user can access TotalAgility applications. Once the user moves out of the defined active period, the access permissions are automatically denied for all the applications.

    Active To

    Specify the date range up to when the user is available.

  4. Click the Additional Information tab and configure the following settings.

    Setting

    Description

    Password Settings (Optional)

    Enter a password and retype the password for confirmation.

    • If a password format is specified, the password entered should adhere to the specified format.

    • On Windows, the Microsoft Virtual keyboard is disabled when using a text box in a password mode.

    Working Category/Group Settings

    • Working Category: Select the category for which the user does most of their work.

    • Working Group: Select the group for which the user does most of their work. This setting is useful if a user belongs to multiple groups.

    Skill and Security Settings

    • Security Level: To enable the completion of an activity according to the security level of the user, modify the default security level.

    • Minimum Skill Level and Maximum Skill Level: To enable the specific skill levels to be considered when assigning tasks to the user, modify the minimum and maximum skill level.

      The skill level range falls between 1 and 10, with 1 being the highest skill level and 10 the lowest. The more skilled the user, the lower the value is. By default, the minimum skill level is set to 10 and the maximum to 1.

    Cost Settings

    • Fixed Cost Rate: The cost associated with an activity, which forms part of the actual cost.

    • Variable Cost Period: The time period for this user.

    • Variable Cost Rate: The rate per time period for this user.

    For example, if you set the fixed cost of the user as USD 1000, the user is paid USD 1000 irrespective of the length of the activity. However, if you set variable cost period as hours and variable cost rate as 100, the user is paid USD 100 per hour.

    At runtime, when calculated, the variable cost is added to the job.

  5. Click the Resource Extensions tab and configure the extension fields. The Resource Extension fields display the additional information for all resources defined in TotalAgility Designer (System > System settings > Logon and authentication > Resource extensions). To create more fields in TotalAgility Workspace, see Kofax TotalAgility Designer Help.
  6. Click the Account Settings tab to configure the security settings for a resource account. You can lock or unlock a resource's account to deny or grant access to the system. Additionally, prompt the resource to change the password on next logon.
    1. Select the Account Locked check box to lock the account as needed.
    2. Select the Change Password on Next Logon to prompt the resource to change the password on next logon.
  7. Click Save.