To add user login IDs
- Log on to iMIS as MANAGER.
- Select File> System Setup. The System Setup window opens.
- Click User Passwords to open the User Passwords window.
- Click the New.
- Enter the User Id to be used to log on to iMIS.
- Enter the user Name.
- Enter the Password to be used to log on to iMIS.
- Enter the password again to Verify Password.
- (Optional) Enter the date the user ID and password Expires. If a user logs on after the expiration date, iMIS displays a message indicating that the user ID and password are invalid.
- (Optional) Select the Disabled option if the user attributes will longer be accepted. If user attributes have been disabled and the user logs on, iMIS displays a message indicating the user ID and password are invalid.
- (Optional) Select the Check Tasks on Login option if you want the user to view the assigned Activity Tasks that are outstanding. The assigned activities also can be viewed by selecting View activity tasks on the Customers task list.
- (Optional) Enter a standard letter closing that will appear on letters from the user.
- (Optional) Enter the user's title that you want to display on letters in the Title, other field.
- (Optional) To insert signature artwork, copy the artwork to the clipboard and paste it into the Signature field, or choose Edit> Paste From File. iMIS reads only *.BMP (bitmap) or *.WMF (metafiles) files.
- Enter an authorization level for each module that the user can access. Each level is inclusive of all preceding levels.
- (Optional) Enter the access keyword(s), or click the Find icon to select a value from the list of available keywords. The access keywords grant the user access to areas of functionality associated with the designated keyword. For example, if an access keyword is associated with a custom User Defined window, the user assigned this keyword is able to enter or modify data within the custom window.
- Click Save.
Note: Be sure to click the Update All SQL Logins button if you change a user's attributes. You do not need to update the SQL logins when adding a new user because iMIS passes the login information, based on the Security Model, to the SQL Server when you click OK.
10.6 Production Release. Updated 10/5/2005 3:47:28 PM
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