Steps
- Click on the Management Menu and select Users.
- From the Users Menu select Add/Modify User.
- Click on the arrow in the Select Type field and choose Administrator.
- Click on the arrow in the Search By field and select a search option.
- Once you have a list of users, click on the appropriate person to select him. Then, click the Modify button to open the Modify User window.
- Click in the User Name field and type the User Name that will be used when this person is logging in to the system.
- Click in the Password field and type the password that will be used for login. Note that Password fields are case sensitive.
- Click in the Primary Year field and select the year in which this user will be working.
- Make sure there is a check mark in the Active check box If there is not, click on it to add the check mark.
- If you would like to allow a user to log into the system multiple times, check the Multiple Sessions check box.
- Click on the buttons to give or take away permission for the feature on the left. An X indicates permission to access a feature. A blank button indicates that permission is denied for a feature.
- To Select All: Click the Select All button at the bottom of the window.
- To Remove All: Click the Deselect All button at the bottom of the window.
- When the appropriate permissions have been selected. Click on OK to save.
If you select Search By: Name, type a portion of the person's name in the Value field and click Get List to display that person. Or, leave the Value field blank and click Get List to get a list of all Administrators in the system.
If you select Search By: System ID, you must type the appropriate ID in the Value field and click Get List.
If you select Search By: Status, type either Active or Inactive in the Value field and click Get List. Active users have been configured previously and the Active check box on their user profile is checked. Inactive users either have never been configured or someone has removed the check mark from the Active check box on their user profile.
Note: If the person you wish to modify is not on this list they may not be set up correctly in Personnel. Go to Administration-Personnel. Make sure the person is listed there, is set to Active and has the administrator check box checked.
Buttons with a dark grey background are set to the default Administrator option. Buttons with a light grey background have been changed from the default Administrator option for this user. If someone changes the Administrator defaults, options with a dark grey background will be updated to the new default value, options with a light grey background will not be updated.
