1. Access the Security function by clicking on the navigation bar.
2. In the View drop down box, click Add User.

   

3. Complete all User Information fields. The User Information block contains the User ID, password, user's name and e-mail address. Once a User ID is added, you can change all User Information except the User ID.

The format for a User ID is 6-10 numbers and letters, which are case sensitive.

Do not use a "Z" in the second position. The Z" in the second position is reserved for Admin IDs only.

The Description format is a maximum 25 characters, which describes the type of User ID (i.e. department manager).

This lets you assign an existing User ID to a different person if there is a change in personnel in a department. By using a description that represents a job title, you can simply change the name and assign the existing User ID to the new person.

The First Name format is a maximum 15 characters, which is the first name of the user.

The Last Name format is a maximum 20 characters, which is the last name of the user.

The e-mail Address format is a maximum 50 characters, which is the user's proper e-mail address.

The Password format is 5-10 characters, which are not case sensitive.

The Confirm Password format must be identical to what you typed for the password.

4. Assign the access level in the Data Access block. You have three options: Company, Hierarchy, and Account level access.

Point to a data access type in the Data Access graphic for more information about that level of access.

Company data access authorizes a User ID access to all accounts in the company.

Hierarchy data access authorizes a User ID access to a specific hierarchy level and all hierarchies below it. If you select this option, you must select a specific hierarchy level from the drop down box.

Account data access restricts a User ID's access to a single account. Type at least the first letter of the last name in the Find Account Last Names box. Click GO. In the drop down box that appears with the selected accounts, click the desired account.

5. Assign the Function and Report accesses by checking the respective boxes to grant access and un-checking the boxes to deny access. Default is access to all.

6. Click Add to complete the task of adding a new User ID.

Note:

• The new User ID can login immediately after you add it.

• Use the Reset button to clear all entries in the Add New User ID form and return the form to its default state.