Add Users Individually: Overview

Use the Add Users screen to individually add a user to TOMS by entering the user’s information and email address, assigning the user a role, and then confirming and saving the new user’s information. Select the [Users] navigation tab from the top navigation bar, and then select the [Add] action tab to open the Add Users screen (figure 1).

Figure 1. Add Users Navigation

Quick Instructions

Detailed Instructions:

  1. User Name and Contact Information—Enter the user’s information and email address.
  2. Assign a Role—Select the user’s organization, role, and administration year(s).
  3. Confirm and Save User Information—Confirm and save the new user’s information and role.

Quick Instructions

  1. Enter the user’s name and contact information on the User Name and Contact Information progress step. Be sure to enter all required fields.
  2. Select the [NEXT] button to proceed to the next step.
  3. Select the organization before selecting the role.
    • The user is assigned the role for each administration year selected and is required to sign a Security Agreement and a Security Affidavit upon logging on to TOMS for the first time after the role assignment is made.
    • After selecting the administration year(s), if available, for the new user, select the [NEXT] button to move to the Confirm and Save User progress step.
    • Select the [CLEAR] button to clear all fields and start again.
  4. If all the information is correct, save it by selecting the [SAVE] button.

Detailed Instructions

Follow these steps to add an individual new TOMS user.

  1. User Name and Contact Information

    1. Enter the user’s name and contact information on the User Name and Contact Information progress step (figure 2). Be sure to enter all required fields.
    2. After all the fields have been entered, either (1) select the [NEXT] button to proceed to the next step; or (2) select the [CLEAR] button to clear the information and start again.

    Figure 2. User Name and Contact Information

  2. Assign a Role

    Select the organization, and then select the role at that organization for the new user (figure 3).

    1. Select the organization before selecting the role.
    2. The user is assigned the role and is required to sign a Security Agreement and a Security Affidavit upon logging on to TOMS for the first time after the role assignment is made.
    3. Select the [NEXT] button to move to the Confirm and Save User progress step.
    4. Select [CLEAR] to clear all fields and start again.

    Figure 3. Assign a Role

  3. Confirm and Save User Information

    1. The Confirm and Save User progress step (figure 4) displays the information entered for the new user, including name, email address, phone number, cell phone number, organization, and assigned role.

      • If all the information is correct, save it by selecting the [SAVE] button.
      • Otherwise, to return to the previous progress step to make edits, select the [PREVIOUS] button.

      After the [SAVE] button is selected, a confirmation message is displayed (figure 5).

      Figure 4. Confirm and Save User

    2. To close the confirmation message, select the [CLOSE] button.

      Figure 5. User Confirmation—Add a User

      After this message box is closed, the User Name and Contact Information progress step displays the information just entered for the new user.

      To add another role for the user, repeat the steps starting at Assign a Role.