User Access

1. In the USER NAME field, you can type the desired user name for the user.
2. In the FULL NAME field, type the user's first and last name.
3. If you want the employee to have full access/control of the system, check the box SYSTEM ADMINISTRATOR.
4. If you want the employee to have full access to all clients, check the box CLIENT ADMINISTRATOR.
5. In the PASSWORD field, type an initial password following the guidelines listed in the bottom half of the screen.
6. If you have user groups set-up, select the groups the new user should be a part of in the GROUP ASSIGNMENT section.
7. Click SAVE

Edit User Information

1. Select the user in the USER NAME field.
2. Edit the information
3. Click SAVE

Remove User Login

1. Select the user in the USER NAME field.
2. Click the DELETE button at the top of the screen.

Import User Information

1. To import a list of users, click the IMPORT USER INFORMATION button.
2. Create a CSV file with the users you want to import into the system. The file must be set-up with these columns:
   1. Last Name
   2. First Name
   3. User ID: i.e., staff name is Test Person, user ID could be TPERSON, PERSONT, TEST, or PERSON
   4. Password
   5. Group: if you use groups to control menu access, list the group the employee should be added to
3. In the SELECT NEW FILE field, click the paperclip to navigate to the CSV file you have saved on your computer.
4. Click the READ FILE icon.
5. The grid will display the users you have set-up in the CSV file.
6. Review the information to ensure it is correct.
7. Click the CREATE USERS icon.
8. To review the users, close the screen and on the USER SETUP screen, use the BROWSE button on the USER NAME field to see the complete list of users.

See Self Paced Training Guide - Starter Level or Self Paced Training Guide - Enterprise Level

4/2024

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