Difference between revisions of "Getting started"

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=Giving yourself permissions=
 
=Giving yourself permissions=
  
You should then log in to Cura using the details you have provided. You will see the "Users" page - follow the instructions below to give yourself permissions. <br> <br>
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Log in to Cura using your admin account and you will be taken to the Users page. From here, you can update permissions, set affinities or reset other users' secret codes. <br> <br>
  
 
[[Image:users01.jpg|500px]] <br> <br>
 
[[Image:users01.jpg|500px]] <br> <br>

Revision as of 10:58, 8 August 2014

If you have not installed, please see the installation page. Otherwise read this one blah blah blah.

Creating an admin account

Before creating your admin account, you should download an authenticator. You will need this to log in to Cura in the future, as will all other users. There are many free authenticators available, including one created by Google. If you want to use the Google authenticator, you can find instructions for it on this webpage.

Once you have installed Cura and have access to an authenticator, you will need to begin creating user accounts. The first account you need to create is the admin account. Go to the Cura homepage, and click the "Register" link at the top right of the page.

Loginscreen.jpg

You will then need to enter the details for the admin account. Please call the account "admin" - this is a strong convention. You will also need to enter an email address and password. Once done, you will be given a QR code - scan this with your phone/mobile device or enter the 20 character code into an authenticator. You will need this to log in to Cura and you will not be given another QR code, unless you delete the admin account.

Giving yourself permissions

Log in to Cura using your admin account and you will be taken to the Users page. From here, you can update permissions, set affinities or reset other users' secret codes.

Users01.jpg

The permissions needed by the admin user

Select the admin user using the tickbox on the left of the page, then click the "Open" button at the top right. This will open the permissions window. You should select the following options:

  • Account manager
  • Data importer
  • Resource manager

Then click the "Save" button at the bottom of the window. This will update your permissions - now refresh your browser.


Creating users for staff

To import staff into Cura, you will need the staff members' details in an xml file. This file is then imported into Cura, which will create user accounts for all of the staff in that file.

Obtaining an XML file of staff details

If you have SIMS

If you use the SIMS database, then you can download this report format: SIMS staff report.

You will need to import this report into SIMS, then run it. Once you have run the report, you will need to give it a name and format. Choose any name you like, followed by

.staff.xml

So if you wanted to call your report "MyReport", you would name the report "MyReport.staff.xml". You will also need to choose a format - select XML.

SIMSexport.jpg

If you do not have SIMS

  • ID
  • Email address
  • Title
  • Forename
  • Surname
  • Photo

Importing the staff details file

Setting permissions

Affinities

System settings