Add an Operator to Multiple Divisions in SRM

Describes how to add an existing SRM user with Texada Web and/or Texada Mobile access to more than one division in SRM.

Type

How to

Audience

SRM Administrator

Products

SRM, Texada Web, Texada Mobile

Context

Add a Texada Web and/or Texada Mobile user to multiple divisions when you need the user to be able to view and/or edit the information from more than one division. 

Before You Begin

Required: Valid SRM account, valid Texada Web login credentials and access permissions, existing user with Texada app access, existing division, existing operator code

Steps

To add a Texada Web and/or Texada Mobile user to more than one division, do the following:

1. In SRM, navigate to System Maintenance > Configure System Settings > Security > General Settings
2. Next to Operators, click more options
   The Operators popup opens
   
3. Locate the operator you need to add a division to and click Add Division
   The Add A New Login popup opens
   
4. Use the Division dropdown to select the division to add the user to
5. Type the new operator code for the user profile in the Operator field
6. Click Accept
   The user profile details popup opens
   
7. Use the Default Division dropdown to select the division you need to add the user to
8. Next to Prompt for Division, click No
9. Use the Default Location dropdown to select the location you need to add the user to
10. Next to Prompt for Location, click No
11. Next to Security Roles, click more options to select a security role for this user profile
    The Assigned Security Roles popup opens and displays a list of security roles that are assigned to the user
    
12. Check any security roles that apply to this user profile for this division/location(s)
    Notes: 
    • You must select a minimum of one security role in order for the user to be able to log in
    • See “Assign Permissions and Menu Access to a Security Role in SRM for a Texada Web and/or Texada Mobile User” for more information on what permissions and menu access apply to the specific security role(s) you apply to this user
13. Click Accept 
    The user can log into Texada Web and/or Texada Mobile
    The security role permission(s) and menu access are applied to this user profile for the selected division/location(s)
    This user profile is linked to your main profile along with all associated division and security role access