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User accounts can be set up and edited by clicking the "User Admin" link in the file menu.

If you can not see the "User Admin" text link in the file menu then you user account may not have administrative privileges assigned to it. Contact your system administrator to find out.

To create a new user click on the "Add User" button in the top right of the screen.

• Enter their log-in name ( It is case sensitive )
• User Type (This does not set permissions for the user, only their title.)
• Password
• Name:  First Name | Last Name
• Company ( If your company name does not appear in the list you will need to select "Companies" from the file menu and add it. Permissions are company based therefore setting up companies is very important.)
• Department: ( Optional )
• E-mail Address
  

Once a new user is set up, by default new user accounts are inactive and can only be seen by clicking on the "Inactive Users" tab in the User Admin.
An inactive account will not be able to be logged into.

Activating the User Account: By setting a users "Role" a new user account will become activated and will be able to be seen in the "Active User" tab.
To set a users "Role"

• Click on the "Lock" icon in the far left column in the same row with the users name.
• Click the "Roles tab
• Select from the "Add Role" drop down. ("Project Worker" is typically the best role to assign in most cases. It gives access to all of the pertinent areas of the system except the User & Admin areas.)
• Click the "Add" button. (Far right of screen)

Note: We advise that you do not allow other users access to the "System Admin" and "User Admin" areas of the program. Do this by selecting or setting up a "Role" that dis-allows this. We have included an admin log-in for our maintenance staff in case you need support and for future updates. Depending on the nature of your business this may not be acceptable. Our account is not required and the account can be deleted, but we do advise against this because you may need our help in the future and this would be the only way that we can gain access to the system. There are no back doors.

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