Learning Objectives
- Can create departments.
- Can manage created departments.
- Can add users to each department.
- Can manage users by department.
- Can set groups by user.
Step 1. Create a Department
Note : Department Management
For detailed information about department management, please refer to Department Management Guide.
- Select Manage Accounts > Manage Departments.
- Double-click on the department to add a sub-department to, then click the New button to add a department.
You can verify the currently selected department by referring to the image below. - Set the code and name of the department.
- Click Save button to save it.
- To add a sub-department, double-click the parent department, then click the New button to add the department.
- Set the code and name. The code should be set according to the parent department's code.
- Click the Save button to save it.
Step 2. Create User Accounts and Set Permissions
Note : Default Product Accounts
If the product is installed, matrix and matrixadm accounts are added.
You can delete the accounts or modify the properties of the accounts.
- ID / PW : matrix / matrix
Default user account, for Portal access purposes
- ID / PW : matrixadm / matrixadm
Administrator account, for Admin access purposes
Note : User Management
For more detailed information about user management, please refer to User Management Guide.
- Click Manage Accounts > Set Users, and select a department to add a user.
- Click the New button to add a user.
- Set the account, name, password. (Only the account and password are required fields.)
- Click the Save button to complete the settings.
- Double-click the user's group edit icon to open User Group Edit window.
Set the group for the permissions to be granted, then click the OK button.
Note : Group Edit
For more detailed information about user group, please refer to Group Management Guide.
- Click the Save button to complete the settings.