Product: Personnel Manager

Version: Single/Multi User

Category: Security

Code: PMFAQ003

Title: Create Template for User Settings

Creating a Template for User Settings and Privileges

When you create templates, you can copy not only the default user settings and password, but also the defaults you set for access to every screen, field, function, and module in the Personnel Manager databases.

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

The New Template Wizard appears.

2. Click the I Want to Specify All Settings Myself button, then click Next.

3. Provide the following information:

• User Name: For example, you could name the template Demo1.

• Name: The name of the template. You can name the template for the type of

access you are granting. For example, Full, No Reporting, or

for the databases to which you are granting users access with this

template.

• Password: The default password for new users created using this template. Type a password of at least 5 characters, then type it again to confirm.

4. Click Next.

5. In the Default Account Control screen, specify the following, then click Next:

Check this box only if you want to prevent new users created from this template from logging on until you clear the lock.

6. Click Next.

7. Click Finish.

8. Set the security privileges for databases, screens, fields, functions and modules

and employee records.

.

Please complete this short questionnaire and return to:

Customer Support Services,

Vizual Business Tools Ltd.

Fax: 01934 418203

FAQ Sheet Code PDFAQ00: