Creating a Reservation With the Reservation Book

After logging into the EMS Desktop client software:

• Select "Configuration> Everyday User Applications>Everyday Users" from the top drop-down menu options.  

• Once the Everyday Users window opens, use the Find field/box to ensure that there is a need to create a new user. 
  • When using the find field, the text is not case sensitive however, names need to be entered "Last Name, First Name" in order to return accurate results.  Enter just a last name if the user may use alternative first names or nicknames.
  • Select "Display" once the desired text is entered in the Find field. 
  • Review results and details to verify whether an existing user profile matches the potential new user.  If a user already exists, you can update their process template and group instead of creating a new user. 
  • If there are no results to display, proceed with the next steps to create a new user profile. 

• To create a new everyday user, select "New" from the right-hand buttons within the Everyday Users menu.

• Once the Everyday Users pop-up window appears, complete the following fields on the "Everyday User" tab: 
  • Name: Name of the user in the following format: "LastName, FirstName".  Maximum of 30 characters, including spaces.
  • Password: This is the password the user must enter to log into the EMS Workspace page.  This should be unique for each user.  
  • Email Address: Enter the full email address for the user as this is the email address the user must use to log into the EMS Workspace page. 
  • External Reference: Enter the user's email prefix as their external reference.  For example, if their email address is 'becky.badger@external.edu', 'becky.badger' would be entered as the external reference. 
  • Status: 'Active' should be auto-selected or select it from the drop-down menu. 
  • Security Template: 'Workspace users' should be selected from the drop-down menu. 
  • Time Zone: Central Time should be auto-selected or select it from the drop-down menu. 
  • Validated: This box is auto-selected or should be selected if empty.

• Select the 'Process Templates' tab. 
  • Select the appropriate template name from the list in the left-hand column, and then select the '>'.

• Select the 'Groups' tab.
  • Select the 'Display' button to populate the list of available groups.
  • Select the appropriate group(s) name(s) from the list in the left-hand column, and then select the '>'.  
  • Select the 'OK' button when finished to save the new user's details.