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Only users with SysAdmin privileges on SQL server can add or delete users. For more information see
SysAdmin users. |
1. Open Administration Panel
First open Administration Panel from the menu.
2. Adding a New User
A user status can be assigned to any new user that has been previously entered to the Subjects register!
That is:
- using a right-click menu in tree-view in Administration Panel and selecting Add User, or
- placing the cursor on name of an existing user
A panel for viewing and entering users appears.
Define user by entering the following information:
User
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It contains a two-digit alphanumeric user ID.
It contains a two-digit alphanumeric program user code. The "SA" username is reserved for the program, so that adding of the user with such a name is not allowed. When attempting to save such a user an error is returned (see
No user can have the ID "SA"!).
Before saving ID, it is checked if the user with such an ID already exists. In such an event it returns an error (see
A user with this ID already exists!).
You cannot leave this field empty. That is why you cannot save the user without having this field entered (see
ID must be specified! Changes not saved!). User ID must begin with a letter character not a symbol or number.
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| Language |
Select the language of the user interface (IRIS message menus and language used for text on forms). By default it is set to Default - the same language used for the interface as for the program.
The setting shall have effect after the next upgrade!
An error is returned if language set for the user does not match the language used in the program. There exists a program version in the selected language as well as for the selected legislation in the upgrade directory.
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| Subject |
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Select subject (usually an employee or a customer...) from the
Subjects register to assign user status.
You cannot leave this field empty. That is why it is not possible to save the user if you leave this field empty (see
Subject must be defined! Changes will not be saved!).
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| Department |
Select a department to which the user belongs. Data can be in accordance with corresponding settings used when creating documents for example
invoices issued. |
| EFT Signatory |
Name of the one signing the invoices. The field should be completed if you use electronic transactions system with the user also the signatory of
payment orders submitted electronically. |
| Active (checked) |
Because of referential integrity, you cannot delete users. In this case the user is marked as non-active by unchecking the Active checkbox. |
| Administrator |
If assigned administrator authorizations, the user can edit users (create, change, delete). At least one user must be assigned administrator authorizations. That is why you will not be able to delete user SA. |
| New password |
Enter a new password. |
| Confirm password |
Confirm the password. |
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Information about department to which the user belongs, can be used as default department in creating
orders and documents of issue, receiving and transfer documents, etc in the
Goods module. |
In the taskbar you can find the following functions:
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Add new user - Opens a blank window for entering allowing you to enter a new user (as can be observed on the image above). |
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Save - Saves all the entered user data.
Before saving ID, it is checked if the user with such an ID already exists. In such an event it returns an error (see
A user with this ID already exists!).
The user is usually entered to the currently selected database. You can copy the user to other server databases also subsequently after they have been already saved.
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Discard changes- Using it you discard the entered user data. |
- Clicking it copies the user across server databases. Plus, it is marked as active. the same can be done by creating users on each individual database. You can copy user only when conditions for this are met on target databases. This is shown
using the following signs
and
. Target database must contain the same subject, department, group and build. Otherwise a message is returned (see
This user does not fulfill all requirements for activation in this database.) If the requirements are met, you receive the following warning (Databases in which a new user will be created (settings will be created): XXX). Then you can copy authorizations and receive the following message. (see
Do you want to copy the user's authorizations to the following database(s)?)
Deleting Users
Deactivate or delete a user by placing the cursor on it and unchecking the checkbox. You can reactivate it at will.
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You can delete the user only from the currently selected database or from all server databases. |
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Because the program is access-protected, it prevents us from deleting the user that is currently logged in (see
You cannot delete yourself!). |
Moving users between groups can be carried out in the
User Overview.