BusinessPort Service Desk

5.9.3 Add New Form Login

To activate Login:

1. Navigate to the System Tab
2. Click the Login Manager icon

Login Manager with Drop Down List

There are two options to adding a Login within AgilityBMS, which are as follows:

• Integrated Login - this is a login that is integrated with the Active Directory within the organisation. Refer to Section 5.9.2
• Form Login - this is a login that is associated to individuals with the Active Directory within the organisation - this would be used to add people as Users that sit outwith your organisation.

1. Click the Add New Form Logins icon (Add New Login window appears)

Add New Form Logins Window

2. Define the UserName (ensure that the UserName is unique; however AgilityBMS will prompt you if the UserName is already taken)
3. Define the Email address; ensuring that the email address is valid.
4. Define the System role for the User, this can be: User (the normal choice for a Form Login); Document Administrator and System Administrator
5. Define the Privileges required: i) If required Document Control Override in the Privileges section. ii) If required Management of Change Module in the Privileges section
6. Select Details Tab.

                 1.  Enter all information known

                 2.  Click OK to save the New Form Login.