For details on how to create records, see Creating iMIS user records in the Security Administration section of System Setup.
Allocating types of licenses
The proportion of licensed Full and Casual users is determined by the Users Allowed field and the CASUALnn license keyword entered into the Products field. The CASUALnn value specifies the total number of licensed Casual users. The Users Allowed value specifies the total number of licensed Casual and Full users. The Users Allowed value, minus the number in the CASUALnn keyword, specifies the total number of licensed Full users. For example, if the Users Allowed value is 40 and you add a CASUAL15 keyword in the Products field, you can enable 25 Full users and 15 Casual users.
Tip: While you define user records, track your allocation of Full or Casual users as allowed for by your named license agreement, so that you avoid exceeding them and creating work for yourself to fix any failed user record definitions.
New installs
For new installs, you must define user records for your initial set of Full and Casual users, because all iMIS users require a defined user record to access iMIS. A new installation auto-creates only one iMIS user record: the special MANAGER user record that is the effective "super admin" of iMIS.
Upgrades
After upgrading, all auto-converted user records are set as Full users (which you will need to adjust per your licensing), and all are disabled. Use the MANAGER account to update the System Setup window with the licensing values that specify the number of Full and Casual users allowed. Set the auto-converted user records to the appropriate user class, and the records will be enabled as each user logs in. (You cannot enable more Full/Casual users than allowed by your license; if you exceed your count, keep those users disabled or set them to Public.)
Password length
By default, passwords must contain at least 6 characters. If you know existing passwords will fail these default requirements, change the default password complexity requirements by editing the iMIS web.config file on the iMIS application server. Otherwise, users will get login errors.
Public users
Although you also can manually create user records for Public users, you rarely need to: anonymous visitors to your Public view (see Types of iMIS licenses and views) of iMIS can register themselves, which automatically
1. creates a contact record of The default Customer Type… defined in System Setup > Set up web components > Quick setup,
2. creates an associated user record and authentication record for the contact record
3. assigns that user record to the Public user class