SoftBase – Reliable Forklift - Onboarding-Offboarding
Standard Operating Procedure
Revision No:
Original Date of Issue
Leo
Revision Date:
23/10/2023
Revised By:
02/22/2023
Approved By:
Before you start: You must have access to the Reliable Server via RDP, Information in LastPass website, #1 Password Manager & Vault App with Single-Sign On & MFA Solutions - LastPass - 192.168.15.10
Ticket Reference:
Step 1
Once accessed to RDP, you will have access to Softbase, you will need an account with administrator privileges to access and create or delete users.
Enter your password, and the Softbase system will log in with your user
-Step 2
When logged in, you will have access to the SoftBase and will be able to create the user.
2.1 - However as the first item is the user's personal information, this first step will be responsible for HR filling in this information (Kim Drye kdrye@leavitt.ca )
Step 3
After that, HR will update the ticket with the new user information, and we can sequentially assign the "Security Configuration"
3.1- We need to click on the magnifying glass to look for the user created by HR
Click on the name you are looking for
Tip: to see the created password, click on the word "Password", To bring user information click on the 3 dots
Step 4
Using a user who must be selected in the ticket as a model, select the options as a mirror for the new user: for example:
Assign the necessary information to the new user and click "Done"
Step 5
For the offboarding option, You have to go to the "Security" option and look for the person
Uncheck the "Active Employee?"
Go to the "dates" tab and change the "Termination Date" field.
Step 6
DONE!!!
Step 7
You have to send a request to SoftBase to add the equipment to the white list,
https://support.softbasedev.com/portal/en/signin
Step 8