Knowledgebase: > Menu permissions
Adding a new Operator
Posted by Jane Hughes, Last modified by Sinclair Hughes on 13 January 2020 02:01 PM

Adding a new Operator

Terminology

In the Incisive applications an 'Operator' is anyone who requires a login to the database.

A 'User' is a 'Provider'.

An 'SPM Administrator' or 'PHM Administrator' is an Operator who has the appropriate permissions to add new operators (as well as other functions).

Classic menu

If you are the SPM Administrator or PHM Administrator you will be able to add new operators.

This is done via Setup - Personnel - Operators - New

Integrated menu

If you are using the Integrated menu the you can create the new Operator in Setup -> Personnel -> Operators -> New, but you will also need to assign one or more Roles to them as well, which can be performed in Setup -> Personnel -> Roles.

 

 related keywords: operator new personnel add