Creating a New User / CustomLinc
This procedure details the steps required to add a new user to the CustomLinc system. This will typically occur when a new employee commences with the organisation. Before account set up can take place an approved new user request must be submitted via the IT helpdesk.
The CustomLinc user set up process is divided into two parts, adding an individual to the service provider and converting the individual to a user.
1. Adding the Individual to the Service Provider
- From within the CustomLinc client click the Contact Search button
- Change the dropdown to Service Provider and click magnifier button
- From the returned list, highlight Puffing Billy
- Click the + button and select Individual
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When prompted to confirm whether you'd like to add a new inividual to Puffing Billy, click Yes
- Enter the information for the individual and click Ok
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When asked if you would like the individual to be added as a concierge click No
The record for the individual has now been added against the Service Provider.
2. Convert the Individual to a User
- From the contacts windows, right click the new individual record, move the pointer to Configure As and select User
- From the User Details window enter the details of the user account.
To set the password click the blue Change Password text. A password field will be displayed that the user's password can be entered into. If the user is not with you at the time of setting a password, use a generic password for now, the user can change their password once logged in.
User Id is the first letter of the first name and the full surname
Tick the applicable role for the user and select the applicable Op Centre Brand (OCB). In most cases the OCB will be Puffing Billy
- Click the Ok button
The user account has now been created and the user will be able to log in
