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Creating a user

To get to this page, just navigate to the Admin page by clicking  on the left sidebar menu, look under the Users heading, and click "Users." This admin page is only accessible by administrators; only User Administrators can perform the functions detailed on this support page. 

 

What emails get sent when I add a new user?

If the new user is Active and has an associated email address, they will receive a welcome email with instructions for activating their account and logging in for the first time. If the new user is Active and does not have an associated email address, they will not receive an activation email. It is your responsibility to inform Active users about their account and help them log in when appropriate.

 

If the new user is not Active, they will receive no email. If they are activated in the future, they will receive an activation email at that time.

 

 

How do I create a new user?


 

All you have to do to create a new user is click on  in the top right corner of the User section of the Admin area.



In the resulting window, enter the information for your new user, including their:

  • Username (*required*)
    Many of our customers assign usernames to their users that match either their email, employee ID number, or their username from their work computers. Any of these are great usernames because they’re easy for users to remember, but you can use any convention you want for coming up with usernames. Remember, usernames must be unique.



  • Email
    It is highly recommended that, when possible, each account have an associated email address. This makes using KaiNexus much easier for the average user, ensuring that they receive all important notifications about their account and improvement work.

    If you include an email address, upon activating their account, the user will receive an email containing instructions on how to finalize the activation of their account, choose a password, and log in for the first time. If you do not include an email, it’s your responsibility to activate the account and inform the user about their password and how to log into KaiNexus.



  • First and Last Name (*required*)


  • Mobile Phone, Work Phone, and/or Pager numbers


  • Employee ID


  • Physical Location
    This is the user’s physical location. For example, if your organization has several buildings, you would put the name of the user’s building (and perhaps the floor) in this field.


  • Titles
    A user can have as many Titles, or degrees, as applicable.

    To add a Title, click  on the right side of that field and choose from the drop-down menu.

    Click  next to a Title to remove it from the user’s profile.


  • Positions
    A user can be assigned as many Positions, or job functions, as applicable.

    To add a Position, click  on the right side of that field and choose from the drop-down menu. 

    Click  next to a Position to remove it from the user’s profile.


  • Employee Type
    A user can be assigned as many Employment Types, or attributes describing the terms of their employment, as applicable.

    To add an Employee Type, click  on the right side of that field and choose from the drop-down menu. 

    Click  next to an Employee Type to remove it from the user’s profile.


  • Certifications
    A user can be assigned as many Certifications, or confirmations of the employee’s qualifications or education, as applicable.

    To add a Certification, click  on the right side of that field and choose from the drop-down menu. 

    Click  next to a Certification to remove it from the user’s profile.


  • Badges

    If you are a Global Badge Administrator, and your organization has manually grantable Badges configure, you can grant the user any of those Badges.


  • Network Location



    The Network represents your organization’s unique structure, or hierarchy, using a combination of Levels and Level Types. By organizing employees into neat groups and assigning them Roles, the organization has ensured that employees are notified about improvement work that pertains to them.


    A user can be assigned to as many Network Locations as applicable so that they can be kept in the loop about work being done in every part of the organization with which they are involved.


    To add a Network Location, click  on the right side of that field and choose from the drop-down menu. You can use the search bar to quickly find the correct locations, or you can just scroll through the list to find them.

    Click  next to a Network Location to remove it from the user’s profile.


  • Roles



    A Role is a category of users who share certain powers and permissions. Every user can be assigned as many Roles as appropriate. A user’s Role determines their default notification settings as well as their powers and permissions within KaiNexus.

     

    To add a Role, click  on the right side of that field and choose from the drop-down menu. You can use the search bar to quickly find the correct roles, or you can just scroll through the list to find them.


    Click  next to a Role to remove it from the user’s profile.

 

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