This guide explains how to create a Bromcom User Account for a new staff member, enabling them to log in and access Bromcom. Important: Please review the guide in full before starting to ensure the correct process is followed.
Please note that not all staff members listed on the Staff List page may need a Bromcom user account. For example, a Premises Manager may be included on the Staff List but may not need access to Bromcom.
- Add a New Staff Record
- Create a User Account
- Searching by Role
- Edit a User Account or Change a Password
Access: The minimum permissions required to access System Users can be found in the Setup module from within Config > Setup > Roles & Permissions.
See Also: How to Edit/Delete a Role and its Permissions.
Add a New Staff Record
Navigate to Staff on the left-hand menu to open the Staff List Page.
Click the top-left New.
In the Create New Staff pop up enter the details as required, note any fields with * are required and must be entered to proceed.
Once complete, there are TWO OPTIONS at the bottom of the screen;
Either
- Create – This will create the Staff Record ONLY, meaning the User Account will need to be created later.
Or
- Setup Account Details – This allows the user to create the User Account at this stage
After pressing Setup Account Details the 2nd Create New Staff pop up appears
Tick Create User Account at the top of the page to tell the system to create the User Account as well as the Staff Record.
Pressing the bottom-left Create without having this ticked will just save the Staff Record and not create a User Account.
Enter the details as required, fields marked with an *asterisk must be completed to save the record.
- Username* – enter as required
- Work email – click on the i for information on how users can create their own password.
- Select the User role(s)
- Clicking Staff Details will take the user back to the previous screen if needed.
Click Create to complete the process.
This will then open the new Staff Record as shown below;
Navigate to Modules>Setup>System Users, to see the new User Account.
Create a User Account
Use this process if the user has previously created a New Member of Staff but didn’t click Setup Account Details.
Navigate to Modules>Setup>System Users.
Click the top-left New
This will open the screen below
As the New Staff Record was created earlier, must make sure that Link User to Existing Staff Record is selected at the top of the page.
This allows the user to link this User Account directly to the desired Staff Record by searching for or typing the Staff Member’s name.
Note: In order to link a User Account to an existing Staff Member, the Staff Member must have an Email Address listed on their Staff Profile with a Type of Work.
Once the Staff Name has been selected, enter the Username*
Then scroll down to select the required Role(s)
Once complete scroll back to the top of the page and press Save to conclude the creation of the User Account.
From this point onwards, the Staff Member will be able to log in to Bromcom.
Searching By Role
Navigate to Modules>Setup>System Users
In the top right of the page click on Search Filters and Use the Add/Remove Attributes Icon to add Login Name or Role.
This enables the user to be able to Search By Role to find people with certain Roles in Bromcom.
For example, use this to search for people with Admin role to ask them to amend Roles & Permissions.
Edit a User Account or Change a Password
Go to Modules>Setup>System Users.
Click on the required User and click View (only one User can be selected at a time)
For a new password request click Send Reset Password Link or edit the details as required and click Save.
