Creating a user Login account
Go to Maintenance > Access Control > User (Cross Company) and create a new User, assign the relevant Role(s).
Login Id is the "username" which the new user has to enter along with Password during login.
Name is the name of the user; useful for identification in cases where the Login Id is not the staff's name.
(tick "Change At Next Login" if you want to allow the user to change the password to one of their choice, you will not know the new password unless the user discloses it)
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Creating a new Role and Login account
Go to Maintenance > Access Control > Roles (Cross Company) and create a new Role. "Read" allows the user to open that module, view the document details, and generate the report on the table. "New" allows the user to create new document or entries on ...
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Users & Role Management User is the name and details of the user, while Role are the duties that the particular user or list of users perform. To setup access control, you have to first create a Role. Creating a new Role Location Maintenance > Access ...
Password Reset
If you need to assist a user who has forgotten their password, follow the steps below. Navigate to Maintenance > Access Control > User (Cross Company) and identify the registration which belongs to that user. Note: If you are unable to navigate to ...
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OCi SAM Video Training
Orientation Personalization Preparation Orientation Orientation This section covers the basics to familiar you with the system naming, sections , module locations and common functions. https://forms.gle/QF8JoMR2Ck45DTSQA Personalization ...