Creating new users

The process of creating new users involves, creating the user and storing their user account information, plus setting the user permissions. Additionally, once created, users must be added to user groups, which control what they have access to and in what manner. Failure to add a user to a user group will result in that user being unable to log in.

To create a new user:

In System Setup, open the Security folder and click User. A list of existing users is displayed, plus a series of tabs which store the user account details.
On the User Details tab, click Add to clear the fields for input.
Complete the following details:

User login name. Name used by user to login, e.g. Rob.
Disabled. Flags user as inactive if, for example, they have left the company.
User full name. Full name of user, e.g. Robert Green.
User creation date. Date user account was created.

Time. Time user account was created. Auto-calculated when user account saved.
User password. Security password used by user to login. Maximum length 35 characters. However, only 16 encrypted characters (i.e. • ) are displayed once the details are saved. This serves to hide the actual password length.
Confirm password. Confirmation of user password.
Creation date. Date password was created.
Creation time. Time password was created.
Password pre-expired. Forces user to change their password the next time they log in.
Update password history. Stores the user's password in the password history so that it can be checked against when user changes their password.
Check password history. Checks the user's password against the password history to make sure it hasn't been used before.
Default language. Sets the default language to be used. Can only be English/United States.
Default login company. Defines the default login company where a firm has more than one company set up, i.e. for accounts purposes.
Allocated to group. Displays the user group to which the selected user is attached.

To clear any changes made, click Reset.
To cancel the process, click Cancel.

Click Save to add the new user.

To remove a user, highlight it and click Delete.
To copy a user, highlight it, click Copy, amend and then Save.

Next, enter the remaining user account details:

Finally, add the user to the desired user group.