Interprise Suite 2008 Help Send comments about this topic.
User Accounts
Getting Started > Setting Up a New Company > User and Security Setup > User Accounts

Glossary Item Box

Introduction About:

User Account refers to the sign in credentials of a user in Interprise Suite. User Account and password authentication will be used when accessing data in your business. A default administrator and default guest account is already available and can be modified as needed.
 
Note:
You will find 3 default user accounts – Admin, Guest and Basic already present in Interprise Suite. You can modify or add to these user accounts.

Terminology Steps:

Create New User Accounts

  1. Go to the System Manager module.
  2. Select User Accounts under the System User menu.  The user account search screen will display.
  3. Click on the New User Account button from the search screen toolbar. The User Account setup form will display.
  4. Enter the User Code e.g. the existing employee number and User Name.
  5. Enter Address details. As you select the Country, the default language appears in the Language field. You may change this to the user’s preferred language.
  6. Enter the User Password by clicking on the Password field button. Type in the password and re-enter to confirm. This value will be masked.
  7. Select the User Role to assign to the user according to his access privileges and preferences. See Also: System and Security Setup > User Roles
  8. Enter additional details such as Business Title, Department or Team.
  9. Setup the user preferences as to the Default Skin and System of Measurement to use.
  10. Setup the user’s email account. Go to the Email tab and click on the New Email Account button to display the Email Account Wizard. See Also: User and Security Setup > Email Accounts

 

How To How To:

ShowGroup users into teams

  • When setting up a new user account in the User Account setup form, you would be able to specify the team where the user is included in the Team field. You can define new teams in the User Team option of the System Manager module.
  • After setting up the user accounts, you can group them into teams using the User Team option of the System Manager Module. See Also: System and Security Setup > User Teams

 

ShowMaintain user accounts

As an administrator, you will be able to set up and maintain all user accounts in Interprise Suite, unless otherwise disabled in the administrator user role.

  1. Go to the System Manager Module.
  2. Select User Account under the System User menu. The User Account search screen will display.
  3. Select the user account from the list to display the User Account setup form.
  4. Edit the details as necessary and save before closing the form.

Users may maintain their user account, excluding their assigned user role through the My Account menu. To do this,

  1. Select My Account under the System User menu of the System Manager Module. The My Account form will display.
  2. You may modify your account information (excluding the assigned user role) and preferences.
  3. Save the details before closing the My Account form.

 

ShowInactivate a user account

  1. Go to the System Manager Module.
  2. Select User Account under the System User menu. The User Account search screen will display.
  3. Select the user account from the list to display the User Account setup form.
  4. Edit the details as necessary and save before closing the form.

 

ShowDelete user accounts

Note that user accounts that is currently logged in to Interprise Suite, assigned to any customer record or transaction cannot be deleted.

  1. Go to the System Manager Module.
  2. Select User Account under the System User menu. The User Account search screen will display.
  3. Select the user account from the list to display the User Account setup form.
  4. Click on the Delete button from the toolbar menu.
  5. Click Yes in the prompt to delete.

 

Next Steps Next Steps:

Converted from CHM to HTML with chm2web Pro 2.76 (unicode)