How to add new users

The User menu will allow you to perform the following functions:

• Add/Delete/Modify user accounts
• Reset user's password
• Change existing user's first or last name
• Import users from Abila MIP FA Payroll Module or Excel Worksheet

Microix includes a default "admin" user account. It is intended for registering the product and to setup the application for the first time and/or ongoing maintenance. The admin account cannot be used to create or approve documents. The password for this account is identical to Abila MIP Fund Accounting Admin password. If you are unsure of the password, please contact our support department at 1-866-MICROIX or email us at support@microix.net. Please change this password via Maintenance>Global Options>Application Options.

Click on Users a new to open a tab displaying a list of users present in the system.


Note: User names highlighted in blue indicates that, they have not changed their default password.


Search: Utilize the search lookup list to find a specific user or you can start by typing the first few letters of the employee's name.

First Name: Enter the user's first name.

Last Name: Enter the user's last name. Microix does not have a middle initial field. If you have two employees with the same name, enter the middle initial first followed by a period then the last name (Example - F. Williams).

Email: Enter the user's email address. This field is required if you are implementing the email notification system in Microix.

Phone: Enter the user's phone number.
This field is optional and is only used in the Requisition/Purchase Order Module.

Windows ID: Enter the employee 's Windows User ID name. (Optional, and is only required when implementing Activate Directory authentication.)
Active Directory authentication requires server name in the Maintenance>Global Options>App Options>Other Options> group box.

User ID: Describes the Microix user ID

Payroll ID: Describes the MIP Payroll user ID

Badge ID: Describes the number associated with the employees badge for time clock solutions.

Biometric: Check this box if you would like the user to be authenticated in the system using their fingerprint instead of a password.
Note: This action will disable password authentication for the user.

Active: Use this option to disable a user from accessing the Microix system. It is also important to remove them as a requester in the workflows. For Payroll customers, if you terminate an employee in Abila MIP FA payroll module, you will have to manually inactive them in Microix as well.

Password: When adding a new user account, their last name will be the default password in all lower case letters. Upon logging on for the first time, the user will be asked to change their password. All passwords must be a minimum of 6 characters and include both alpha and numeric characters. If you need to reset a user's password, click on the reset button and Microix will reset their password to the last name of the employee.

Step 1: Add Users manually.
Add a new user account

Delete an unused account

Microix will prevent the deleting of users that have documents associated with them.

Save record

Undo the last change

Import payroll users from Abila MIP Fund Accounting Software (Abila MIP FA Payroll is required). Please refer to the Import Wizard section for more details.

To refresh the user database. Synchronizes Microix user names with the most recent changes in Abila MIP FA employee table.

To reset the password for a user. A dialog box informing of the action being completed will pop-up on the screen. To perform the same action for multiple users hold down the CTRL key and click on the user names.

To print the list of users.

Avoid the use of symbols, such as | " / \ : * ? ; < > [ ] ' and # when entering a user's first or last name.

STEP 2: IMPORT users from Abila
The Import form is used to import employees from the Abila MIP FA Payroll module or from an excel file.

When implementing the Timesheet module, we recommend that you always import employee information from the Abila MIP FA Payroll Module.




Options/Description Buttons

Import Source

• Abila MIP FA Payroll Module - use this option to import the users from Abila MIP FA Employee table. This should be your preferred method when implementing our timesheet module. Additionally, when new employees are hired, repeat this process to import them. You can quickly find specific employees by clicking on the filter icon in any column header. For detailed instructions on how to filter data see the following section: Sorting/Grouping/Filtering data grids
• MS Excel File - This option is recommended when you have a large list of employees who will be using the Microix system. It should be used primarily for implementing the Requisition or Budget Module. Timesheet Module should use the option mentioned above. For detailed instructions on how to use this function see Import from Excel

Email Template: Select an email template from the dropdown list or manually enter a valid email Templat template. Click on the check button to apply the changes to all Microix users.
Template Syntax:

• [sFirstName] - string that represents employee's first name
• [sLastName] - string that represents employee's last name
• Left(string,length) -The Left function returns a specified number of characters from the left side of a string
• Right(string,length) -The Right function returns a specified number of characters from the right side of a string
• @domain.org - replace this text with your organization email domain name but remember to enclose this part of your text in single quotes.
• The & operator is used to concatenate string variables

The following example demonstrates a template that extracts the first letter of the employee's first name along with their last name and domain name to automatically generate their email address:

User name - Anna Belle Martin
Organization email domain - @microix.com
Template - Left(sFirstName,1) & [sLastName] & '@microix.com'
Results - amartin@microix.com

This button is used in conjunction with the Import Source "Abila MIP FA Payroll Module". After selecting the users, click the import button to process your request.



STEP 3: Add Users using Wizard.


1. Click on Magic Wand to add a new User using Wizard.



2. Click Next


3.



Security Roles: Pre-defined permissions of Requester or Approver can be assigned to the new user.
Workflow: User can be added to one or multiple Workflow. (Timesheet Users can be added only to single workflow)
Modules: Define which Module user should be added as Requester or Approver.
WebLicence: Defines if user needs Microix Cloud Access.


4. Enabling "Show Payroll Options" will enable Payroll Information on right side of the form.