After roles are defined, assign users to them. Users are then restricted to the tasks and options that pertain to their roles.

To create users and assign roles to users

1. Select Library Master Main menu > User Maintenance.

2. Enter a user logon. For more information, see User Maintenance – Fields.

Note If the Use Unified Logon check box in System Configuration is selected, the user logon must match the user's Windows logon key field. For more information, see Set Up Unified Logon.

3. Enter the user's first and last name.

4. In the User Code field, type a user code.

Note The user code is referenced in the software, but it is not used as the user logon.

5. Enter and confirm a password.

6. Enter the user's e-mail address and select a job title.

7. On the Maintenance tab, select the company and role to assign to the user.

Note Multiple companies and roles can be assigned to the user. If permissions overlap between roles, the least restrictive permissions prevail.

8. Enter the start date and expiration date for this role to start and end for the selected company, if needed.

9. On the Preferences tab, select user-specific preferences, such as whether to log off the user after a certain number of minutes of inactivity.

10. If the Enable Auto-Complete check box is selected in System Configuration, you can configure this feature on a per-user basis on the Auto-Complete tab.

11. Click Accept.

Users are created and functional roles are assigned to users.