Create a Set Rights Test User

Create a Test User to check that Set Rights permissions are right before applying them to employees. After creating the test user, sign in as that user to view the information available to employees. The test user is set up with the admin's own personal email address, so the admin can sign in as that user.

This topic covers:

• Before starting

• Creating the test user

• Adding an email address for the test user

• Sending the invitation and logging in as the test user

Before starting

• The test user is not counted in the headcount.

• The test user does not display in any Exports & Reports reports.h

• The test user displays in Directories for Set Rights Set Rights are the system permissions you allocate to employees to control the information available to a user about other employees. users only.

• The Test User indicator cannot be set when creating a Set Rights role.

• The system allows a maximum of 5 test users.

Create the test user

1. Sign in to Staffology HR.

2. Go to Directories, select Create New, then add details for the test user in the same way as adding a new employee to the system.

3. After creating the test user, go to their My Details.

4. Select Personal, select Actions, then select Set Rights.

5. In the Indicators section, select Test User and any other relevant checkboxes.

   

6. To set the test user's rights, select Advanced, then select the required checkboxes in Self Set Rights, Team Rights, and Secondary Rights.

7. To save the rights, select Save on the Set Rights screen.

Add an email address for the test user

The invitation email goes to the address entered in the Work Email field of the test user's record.

1. Select Personal, then enter your personal email address in the Work Email field to receive the invitation email.

2. To save the email address, select Save.

The email address entered displays in Directories for employees. To hide the personal email address, show only the email domains of the organisation:

1. Go to System Tools, select Utilities, select Tools, then select System Configuration.

2. In the Email Format field, enter the email domains to show in Directories, for example, @yourcompany.com.

   

3. To add more than one domain, separate each with a semi-colon (;).

4. To save the changes, select Save.

Send the invitation and sign in

1. In the test user's My Details, select Actions, then select Send Invitation Email.

   

2. To set up the test user's sign-in details, open the invitation email in your personal email inbox, then select the link.

3. The Username field fills with the email address. If necessary, remove it and add another email address. The system accepts any entry in the format of an email address.

   

4. To set the sign-in details, enter a Password, then select Set.

5. The Login screen for the HR software opens.

6. To check the Set Rights permissions, sign in as the test user.

   To check that a role and its permissions apply as expected, assign the test user a Set Rights role, then sign in as the test user.

   To remove a test user, follow the steps to delete an employee.