Frequently Asked Questions

Product: Personnel Manager

Version: Single/Multi User

Category: Security

Code: PMFAQ002

Title: Adding a New User Account


Adding a New User Account

There are three ways to add a new user account:

• specify all the settings in the New User Wizard.

• use a template you have created and saved.

• copy the settings from those of an existing user.

Note: When you create a user based on the settings in a template or copy the

settings of another user, the Wizard copies all access privileges, including the

right to access databases, fields, screens, functions, and the records of other

employees from the template or user account.

To add a new user account

  1. In the Shortcut bar, click User Accounts.
  2. Click the New User button.
  3. The New User Wizard appears.

  4. With the " I Want To Specify All Settings Myself" radio button selected, click Next.
  5. In the Key User Details screen, specify the following, then click Next.
  6. User Name: Type a user name of up to 10 characters.

    Staff Number: Click the Pick List button.

    • Select the database that contains the staff member from the Database drop-down

    list.

    • Select the staff number of the employee you are adding as a user.

    • Click OK.

    Name: Type the full user name, including the first name and surname.

    Password: Type the password the user will use to log in. The password must be a

    minimum of 5 characters.

     

    Note: Users can modify their own password in Personnel Manager.We recommend issuing them a default password, and then asking them to change it themselves.

     

    Confirm: Type the password a second time to confirm.

  7. In the User Contact Details screen, specify the following, then click Next.
  8. Department: Select the department to which the user belongs from the Pick List.

    Location: Select the location to which the user belongs from the Pick List.

    Phone No.: Type the user’s phone number.

    E-mail: Type the user’s e-mail address.

  9. In the User Account Control screen, specify the following, then click Next:

Locked?:

If you check this box, the user will not be able to log on. For existing users, checking the Locked checkbox prevents use of the account until you clear the lock. This is useful, for example, when an employee is out of the office for a holiday or business trip. For new users, you may want to lock an account when you are creating it for a new hire who will start work in a month, at which time you can unlock the account.

7. Click Finish.

 

To add a new user account based on the settings of another user

  1. In the Shortcut bar, click User Accounts.
  2. Click the New User button.
  3. The New User Wizard appears.

  4. Click I Want to Use Settings From This User.
  5. Click the Pick List button.
  6.  

  7. Select the user, then click OK.
  8. Click Next.
  9.  

  10. On the Key User Details screen, complete the following information:
  11. • Enter an ID for the new user.

    • Click the Pick List beside Staff Number and select a database and Staff Number,

    then click OK.

    Type the user’s forename and surname.

    • Type a password for the new user. Type it again to confirm. The password must be a

    minimum of 5 characters.

  12. Click Next.
  13. • Select the user’s department and location using the Pick Lists.

    • Enter the user’s phone number and e-mail address.

  14. Click Next.
  15. • Click the Locked? checkbox if the user’s password will be locked.

  16. Click Next.
  17. • Select the databases to which the user has access.

  18. Click Next and then click Finish.

To add a new user account based on a template you have created

  1. In the Shortcut bar, click User Accounts.
  2. 2. Click the New User button.

    The New User Wizard appears.

  3. Click I Want to Use Settings From This Template.
  4. Click the Pick List button and select the template, then click OK.

 

 


Vizual Business Tools Customer Support is constantly looking to improve its services and would therefore appreciate any comments you might have concerning this FAQ sheet.

Please complete this short questionnaire and return to:

Customer Support Services,

Vizual Business Tools Ltd.

Fax: 01934 418203

Email: Support@VisualPersonnel.co.uk Internet: www.VisualPersonnel.co.uk

FAQ Sheet Code PDFAQ00:

o Very useful & easy to follow o Too technical

o More technical detail needed o Other (Please comment below)