User Maintenance

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I

 

 

Set Up Security

Lock Users Out of the System

Set Up Unified Logon

Restrict Accounting Date to the Current and One Future Period

Log Off a User After a Period of Inactivity

Change Default Report Preview Zoom Setting

 

Related Topics

 

 

Rename User

Security FAQs

 

 

 

Navigation

Access this window using one of the following methods:

Note This task is available only if you are logged on as the Administrator or have the appropriate security set up.

Overview

Use User Maintenance to create users and assign roles to users. One or more roles can be assigned to each user. User-specific preferences can also be set, including the following:

This task can also be used to set an expiration date for user accounts and user roles.

Before creating users and assigning roles, make sure you understand the concepts presented in Security FAQs.

Any changes to user records are recorded in the Activity Log.

Fields

 

User Logon

Customization Group

First Name

Expires

Last Name

Email Address

User Code

Job Title

Password

User Account Locked

Confirm Password

 

 

 

1. Maintenance

 

Company

Role

Start Date

Expiration Date

Exclude

 

 

2. Preferences

 

Automatic Logoff

Implied Decimal Point

Low Speed Connection

Lookup Limit for Initial Display

[ENTER] Key Like [TAB] Key for Grid

Display Reduction Amounts in Red

Enable Web Services

Select Map Service

Theme Code

Automatic Logoff Delay in Minutes

Use Graphic Report Format

Partial Lookup Default

Prompt for Company Code

Default Report Preview Zoom

Retain Module on Company Change

Enable C/S ODBC Driver

Spawn Tasks from Application Server

 

 

3. Auto-Complete

 

Note This tab is available only if the Enable Auto-Complete check box is selected in System Configuration.

Record Type

Enable

Description