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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.)
• User Role (This sets the users access permissions throughout the program.)
  The "Default User" role will give them access to all areas accept the "System Admin" and the "User Admin" areas. This is by far the safest and most popular Role. A best practice is to have only one or two administrators.
  
• Password (log-ins and passwords are case sensitive)
  
• Confirm Password (Please re-enter the password you just entered in the Password field)
  
• 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
• E-mail Signature (A method of adding a personal signature ( Example: Best Regards, Jack) to every email generated from this user.
• Check mark "Inform new user of their account details" if you would like to send the user an e-mail with their log-in details from this screen.
• Click the "Submit" button (bottom right)
  
  

Active and Inactive Users: By clicking the "Lock" icon and removing all permissions and or roles assigned to a user that users account will be shown on the inactive list tab. By adding roles or permissions back the user will again be listed on the active tab list.

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.

Updated 01/2009 ver 2.1.1

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