Your company will be assigned Login IDs and passwords. The number of Login IDs is based on your contract agreement.
It is strongly recommended that multiple users do NOT share a single login id. You will experience difficulties with creating reports, emailing, and general application navigation!
Administrator
Administrators have FULL access to all modules and functionality in the system. They are given the authority to assign and restrict different permissions for non-Administrator Login IDs. They can also change passwords for other Login IDs on the system.
1. Updating Permissions and user names:
a. Select ‘Administration> Security> User Permissions’ option from the Navigation Bar. Only Administrators will have access to this area.
b. Use the drop-down list to select the Status (Active, Inactive, or ALL) for the Login IDs.
c. Click the ‘Edit’ link in the grid for the Login ID to be updated.
d. Modify the user names and permissions using the ‘Yes/No’ drop-down lists on the ‘Main Permissions’ tab as appropriate.
e. Click the ‘Save’ button.
f. Click on the ‘Reporting Permissions’ tab.
g. From the ‘Report Category:’ and ‘Report:’, select the Reports that are to be removed from user viewing.
h. Click the ‘Remove Selected Reports’ button.
i. Click the ‘Save’ button to save the data.
2. Changing Passwords:
a. Select the ‘Administration> Change Password’ option from the Navigation Bar. Only Administrators will have access to this area.
b. Click the ‘Change Password’ link in the grid for the Login ID to be updated.
c. Enter the new password along with a confirmation.
d. Click the ‘Change password’ button to save the data.
3. Usage Audit:
a. Select the ‘Administration> Security> Usage Audit’ option from the Navigation Bar.
b. Select a date range from the ‘From Date:’ and ‘To Date:’ drop-down lists for the audit.
c. Select the Login ID from the drop-down box to be audited.
d. Select whether you would like to see the information in Ascending or Descending order.
e. Click the ‘Search’ button.
Inactivate User
If an Administrator marks a user as inactive, that user will no longer have access to the system. All the data associated to them, however, remains. It is not deleted.
Read Only User
A read only user can only view data – all update buttons and links are disabled. They cannot update any portion of the application.