System Manager > Manage Security Settings > Manage Groups and Users

Each user in AccountMate Enterprise must be assigned to a group in order to be granted access rights to the system. A user assigned to a group inherits the group's access rights as well as the group's extended rights.

Note: To successfully create and grant a new user access rights, you must first create a user group. Please refer to the Add, Update or Delete User Groups topic for more details.

To add a user and assign it to a particular group, perform the steps below:

1.Access the Users function from the Access Rights group under the System Administration menu of the System Administrator module.

2.Click the New button to add a new user record; then, enter the appropriate values in the following fields:

oUser Name

Enter in this field the name that you want to assign to the user. This is the login name that the user will use when logging into AccountMate Enterprise.

AccountMate Enterprise does not allow you to change the User Name assigned to the user account once the record is saved.

oFull Name

Enter in this field the user's full name. The system will display the user's full name in the AccountMate Enterprise window bottom bar when the user accesses AccountMate Enterprise.

oPassword

Enter in this field the password that the user will use when logging into AccountMate. This password is encrypted for security purposes and is governed by the password policies as defined in the Password Policy function. You cannot save your entries in this window if this field is blank.

3.Perform the following in the Settings area:

oStatus

Click the List Box button beside the Status field; then, select the status that you want to assign to the user record.

oUser must change password at next login

Mark this checkbox if you require the user to change his or her password on the next log in. For new users, the default value for this checkbox comes from the same field in the Password Policy window. If this checkbox is marked, the system will display the Change Login Password window the next time the user logs in which allows the user to change password. Also, marking this checkbox will disable the User cannot change password check box and vice versa.

oUser cannot change password

Mark this checkbox if you disallow this user to change his or her password. For new users, the default value for this checkbox comes from the same field in the Password Policy window. If you mark this checkbox it will disable the User must change password at next login checkbox and vice versa.

oPassword never expires

Mark this checkbox if you want this user’s password never to expire; thus, overriding the password expiration setting in the Password Policy window. If you mark this checkbox it will disable the User must change password at next login checkbox.

oAllow multiple logins

Mark this checkbox to allow this user to login into the system a number of times from different workstations.

oUser is Locked out

Mark this checkbox if you want the system to lock out this user’s account. On his or her next attempt to log in, the system will not allow the user to enter and will display a message informing the user that he or she is locked out. In addition, the system will automatically mark this checkbox if the user attempts to access the system but has entered the wrong password a number of times until the maximum login attempts has been reached.

4.In the Groups section, click the Append row to end button to activate a new line in the grid. In the pop-up window that appears, mark the checkbox that corresponds to the group name to which the user belongs to. Click the OK button to proceed; otherwise, click Cancel to discard your selection.

Note: You may assign multiple groups to one user account. In the Group pop-up window that appears, mark multiple checkboxes that corresponds to the group names that you want to assign to the user. The group names with checkboxes marked will be automatically displayed in the Groups grid.

5.After reviewing your entries, click the Save button to save the new user account; otherwise, click the Cancel button to discard your entries.

To update or delete a user account, perform the following:

1.Access the Users function from the Access Rights group under the System Administration menu of the System Administrator module.

2.Enter in the Search field the User Name assigned to the user account that you wish to update or delete. Alternatively, you may browse through the user accounts displayed on the Search grid; then, double-click on the user account to select.

AccountMate Enterprise does not allow you to change the User Name assigned to the user account once the record is saved.

3.Amend the values in the Full Name or Password fields.

4.In the Settings area, you may mark or unmark the corresponding checkboxes of user settings.

5.In the Groups section, you may add or delete groups in the grid. Perform the following:

5.1. To add a group, click the Append row to end button to activate a line in the grid. In the pop-up window that appears, mark the checkbox that corresponds to the group name to which the user belongs to. Click the OK button to proceed; otherwise, click Cancel to discard your selection.

5.2. To delete a group, click on a group name on the grid; then, click the Delete button in the Groups section toolbar.

6.After reviewing your entries, click the Save button to save your changes; otherwise, click Cancel.

7.If you wish to delete the user account, click the Delete button in the Users toolbar. In the dialog box that appears, click Yes to confirm deletion; otherwise, click No.

Note: AccountMate Enterprise does not allow you to delete the Administrator account and user group.

Add, Update, or Delete Users

Add, Update, or Delete Users

See Also