Adding skills

EP Help General > Settings > Users

To add a skill to a user:

1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

From User menu | Settings, select Users. This will open the Users screen.

3.

Click on the name (hyperlink) of the user you wish to add a skill to. This will open the User Details screen in a new window.

4.

Go to Skills section.

5.

Click "Manage skills".

6.

Type a new skill and click "Add skill".

7.

Click "Save and close", when you are done and want to leave, or,

 

Click "Save" to save current changes and continue editing.

 

Clicking "Cancel" will cancel all changes made since the last save and close the window.

 

 

To rename a skill:

1.

Follow the steps 1-5 above.

2.

Select the skill to rename and click the pencil button that appears second from the right at the right hand end of the line when you hover the mouse over it.

3.

Type a new name for the skill.

4.

Click "Rename skill" to confirm the renaming. Or, click "Cancel" to abort it.

5.

Click "Save and close", when you are done and want to leave, or,

 

Click "Save" to save current changes and continue editing

 

Clicking "Cancel" will cancel all changes made since the last save and close the window.

 

 

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