Setup: User Information Setup: User Information
See also:Company Information
Login Screen
This screen is accessed from the Login screen and from User Information on the Setup Menu. Press the lookup button for User ID and the following screen comes into view. The tabs are for sorting by User ID or by Name.
User
The User is a three digit field. It is typically the user's initials. One, two, or three digits may be used. The User may be letters and/or numbers.
User Name
This is used to fully identify the user (person using the system.).
This button selects the highlighted entry and returns to the previous screen.
Add or Change (button)
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted. If the No button is pressed, the program returns to the Browse the User File Screen.
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This button closes the program and returns to the Main screen.
Help (button)
see How to use Help
Press Add or Change and the following screen comes into view:
Enter the System Password and the following screen will come into view.
User ID
The User ID is a three digit field. It is typically the user's initials. One, two, or three digits may be used. The User ID may be letters and/or numbers.
First Name, Middle Initial, and Last Name
This is used to fully identify the user (person using the system).
Enter the user's email address. This will be used as the return email address when sending emails from the system.
Employee
Optionally select an employee record from the drop-down list. This will tie this user to an employee record. This is useful if the user is a project manager, and should be given access to view only the jobs assigned to them.
The password consists of one to ten characters. The password should be assigned with the following concerns in mind.
•Passwords should be items which are easy to remember.
•Passwords should be at least five characters long.
•Ultra-easy passwords such as social security numbers, phone numbers or birth dates should be avoided.
Edit Menu Access Levels (button)
This button allows management (typically called the System Administrator) to control which employees are granted access to or restricted from specific menus, reports, data entry screens, etc. For instance, it is important for the Accounts Payable Manager to have unrestricted access to Accounts Payable, but there may be a good reason to prevent this person from having any access to Payroll. Each System Administrator will have the capacity to grant or restrict access as desired. For more instruction on this subject, see Menu Access Levels
Duplicate Access Levels (button)
This button allows the user to duplicate existing access levels from another user. Press the Duplicate Access Levels button and the following screen will come into view.
Select the user from whom menu access levels should be duplicated and press the OK button when finished. This button is useful if several different groups of users with similar access levels are using the program. The user can create several new users with the same access levels by using this function.