Add Agents

To add a new user to a FootPrints project, select Administration | Project | Users | Add Agents from the FootPrints Toolbar.  From the resulting page, you can create new FootPrints Agent and administrator users, as well as add existing FootPrints users to the current project.

Add a New User to the Current Project

Note

If the user is already a member of another FootPrints project, refer to Add an Existing FootPrints User to the Current Project.

1. Enter the new user's name.  When you enter the name, use the full name, e.g., Jill Smith.
2. Enter a FootPrints user ID.  This is the ID used to log into FootPrints, e.g., jsmith.  The user ID must be a single word with no spaces.
3. Enter the user's email address.
4. Choose a RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Project Administrator. for the user.
5. Optionally select a Supervisor for the user from the list of agents in the project. Supervisors can be used to designate where emails are sent when escalating Issues.
6. If the System administrator has defined only a single authentication method, and it is a non-FootPrints authentication method, be sure that the user ID you select corresponds to a user ID on the system against which you are authenticating.  If two authentication methods are available, you can select the method the agent is to use to log into FootPrints.  A FootPrints user ID is required even if you are using non-FootPrints authentication.
7. Choose a password for the new user (this is requested twice for accuracy).
8. Enter a value for Billing Rate if you want to calculate a fee based on time spent by the user working on Issues.  This is the hourly rate in dollars. This field is optional.
9. If the system supports both concurrent and fixed licenses, there is a choice to select the type of license for the user.
10. Check the Accessibility checkbox if the Agent that you are adding is vision-impaired and will be using a screen reader.
11. Enter the user's time zone. This is an optional field.
12. Enter a date format. This is an optional field.
13. Enter a language preference. This is an optional field.
14. Enter your password and click GO.

Add a new Agent to the Project

Add an Existing FootPrints User to the Current Project 

1. Choose the users you want to add from the Other FootPrints Agents list (hold down the CTRL key to highlight multiple users).
2. Enter your FootPrints password.
3. Click the GO button.  The users are added to the Users who belong to this project list.

Note

Adding an existing Agent, Project Administrator, or System Administrator to a project does not require an additional license.  A user with a fixed license can participate in any number of projects within a single FootPrints installation using the same license.

Add an Agent from another Project

Adding Users to Multiple FootPrints Projects

An Agent or Project Administrator can belong to multiple projects.   You can add a user to a new project from the Add Agent User page for that project.  System Administrators are automatically members of all FootPrints projects.  Adding an Agent to multiple projects does not affect the number of licenses available.  That is, an Agent who is a member of multiple projects still only uses one individual license.