Article ID: 6095

Adding a User

A user is anyone who logs in to the program and views, changes, or enters data.

Take the following steps to add a user:

  1. Click File on the menu bar.
  2. Select Setup.
  3. Select User and Security.
  4. Click Users to open the Security Setup - List of Users screen.
  5. Click Add Record to open the User Wizard.
    NOTE: If the wizard is disabled, you need to use the Security Setup - User Form to add a new user.
  6. Create a unique User ID for the user on the Create a New User - Introduction screen and click Next to continue.
    NOTE: A password is optional.
  7. Select the options you want on the Create a New User - Staff/Security screen and click Next.
  8. Select the options you want on the Create a New User - Access screen and click Next.
  9. Select the options you want on the Create a New User - Rights screen and click Next.
  10. Select Yes to open the user form or No if you do not want to open the the user form.
    NOTE: The user form includes optional fields that are not in the wizard.
  11. Click Finish.

NOTE:

If you selected Create a new Staff with this user or Individual Security Setting on the Create a New User - Staff/Security screen, the program opens the New Staff Wizard or the User Security Setup screen.