Users

The User Administration facility can be accessed by Site Administrators or System Administrators through the System Utilities menu.

A user record is shown above. In this example a user has been set up with two roles, Rating to provide most functions and also FULLACCESS to provide specific functionality as detailed on the previous page. Please note how the USER ID must be in lowercase. Numbers are allowed.

The ‘Active’ tick box must be selected when the user is created – or no one could log in using the created id.

The active flag must be ticked if the user is to be activated. Correspondingly if a user leaves the organisation it is recommended that you de-activated that user rather than delete the record. This maintains the configuration and permission details as well as history.

The two fields to the right (Customer and Company in this example) are provided for data restriction purposes. An example of this is shown below.

User Password

When adding a new user the password is automatically set to “password”. This should be changed immediately by either the user or the administrator.

You can change your password at any time by clicking the button displayed at the top right corner of your screen.

Clicking on the correct button will open up the facility to change your password. You must know your old password and enter a new password and then confirm this.

If the Site Administrator wishes to change or reset a user’s password they can do so by entering the user’s id but entering the Site Administrators password. They will then enter and confirm the user’s new password.