Version 2.0. How To: Request User Access

Transcription

1 Version 2.0 How To: Request User Access

2 How to Request Access to Expesite Who Can Request Access for Consultants, Vendors & Suppliers? o All users in the 06 SDC or 10 Architects & TVA Security Groups Who Can Approve Access for Consultants, Vendors & Suppliers? o All users who are employees of The Home Depot Who Can Request Access for Employees of The Home Depot? o All users who are employees of The Home Depot Who Can Approve Access for Employees of The Home Depot? o The Home Depot Administrative Champions Team Before Starting o Confirm which projects the user will need access to. o Confirm which security groups the users should be added to. Is this a new user to the system? o Have the User s First & Last name, Employer, Business Phone Number & Address available if think they are not already on another Expesite project. The most important information to have correct is the user s Address as this is how they are uniquely identified within the system. Step One Navigate to Project Team Area Navigate to the project they need to be added to in Expesite & Go to the Team list. You should not see the user listed in either the View Users tab, or the View Contacts tab. Click on the Add New User Button.

3 Step Two Search for User Type the user s First name, Last name, Company OR address into the Search for: field and click on the Search button. If your search returns the user click on their name (which should appear blue & underlined) and it will move their name over to the box on the right hand side. Step Three Add New User (Optional) If you were unable to find the user you were looking for, click on the Add New User Button. Enter in all required user information (indicated with a red *). Please note that the user will be asked to update their information during the first time login process. Click on the Continue button when form is complete. Quick Tip: If you think the user is in the system, but didn t find them in your original search, enter in just their address and select continue. If they are in the system a box will pop up saying is this who you are looking for?

4 Step Four Review New Team Member List Review the list of users in the box on the left hand side of the screen. Single Project - If you need to add the users to only the current project, click the Continue button. Multiple Projects - If you plan to add the users to multiple projects, click the Select Projects button. New Users will be indicated with an * following their name. Step Five Select Additional Projects (Optional) Choose One Type any part of the project name or company name into the Search field and click on the Search button. From the list of projects returned, click on the project name (which should appear blue & underlined) and it will move to the box on the right hand side. Once you have the set of projects selected, Click on the Continue Button.

5 Step Five Select Security Groups For each user, select the appropriate security group from the dropdown list. If the user is already on several projects in the system, the dropdown will default to the security that the user has elsewhere in the system. IMPORTANT: Choosing groups will determine what access the new user will have to the system. If you need assistance on choosing which group to select, click the Help Me Choose button at the top of the page. Note on New Users: If you have added a new user to the system, this screen will show an option to the login information to the new user and allow you to add a custom note. Always leave the checkbox checked, and personalize the note so that the user realizes that the message is a legitimate from you. It is always a good idea to have someone follow up with the new user to make sure they understand why they have been added to Expesite.

6 Step Six Request Access Choose the person who must approve these user addition(s) to the project team from the dropdown list. User(s) will not be added to the projects until this access request has been approved. Note on Approver: This area allows you the opportunity to type a personalized note to the person you are requesting approval from. Please provide information so that the person understands who the user is and why they need access to this project. Congratulations! You have successfully submitted your Request for Access!