NAVIGATION: SYSTEM menu > Admin Tools > User Setup

1. In the first STAFF LINK field, click the BROWSE button to select the staff from the Employee Master.  
2. The user name and full name fields will automatically populate. This information pulls from the Employee Master.  
3. In the USER NAME field, you can type the desired user name for the user you are setting up or edit the user name that populated during Step 1.
4. The FULL NAME field will display the name from the Employee Master.  If it is incorrect, update the Employee Master.
5. If you want the user to have full access/control of the system, check the box ADMINISTRATOR.
6. In the STAFF LINK field, click the BROWSE button to select the staff from the Employee Master.  Without this link, the user will not be able to log into the system.
   1. NOTE: If you completed Step 1, this field will be populated.
7. In the PASSWORD field, type an initial password following the guidelines listed in the bottom half of the screen.
8. If you have user groups set-up, select the groups the new user should be a part of in the GROUP ASSIGNMENT section.
9. Click SAVE.

See Import Multiple New Users

By default, users will access to all menus and features in the system.  Only system administrators will have access to System Settings and Admin Tools.

1. If you want to restrict the menus available to one user, follow the steps to Setup User Menu Rights
2. If you use groups in the system, assign the employee to the correct group following Using Groups to Control System Access.

Modify an Existing User

NAVIGATION: SYSTEM menu > Admin Tools > User Setup

1. In the USER NAME field, click the BROWSE button to select the user.
2. Edit the information and click SAVE.

Delete an User

Deleting a user name will remove employee access to the system and disable them from logging into the system.

The employee record in the Employee Master will remain in the system for historical reporting.

NAVIGATION: SYSTEM menu > Admin Tools > User Setup

1. In the USER NAME field, click the BROWSE button to select the user.
2. Click the DELETE button at the top of the screen.

VIDEO: How to Setup and Modify Users

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388