ABP Report Management System Operations Manual
6-13
System Setup
Adding User Profiles
To provide an individual with access to the Client application, you must define the person as a
certain type of user. When you define a user, you must provide a logon name and password for
them, as well as classify their role. (Refer to
on page 1-6 for information
regarding user access.)
Note:
Only certain users have privileges to add a new user (refer to Table 1 on page 1-6 for more
information).
To add a new user:
1
Click
Add
to open the
New User
dialog box (
).
Note:
Required fields are indicated with an asterisk (*). All other fields are optional. You can skip
optional fields by pressing TAB.
Figure 6-12: New User dialog box
2
Type in a
User ID
and press TAB.
3
Type in the first name, last name and second last name, pressing the TAB key after each.
Note:
You can use the Second Last Name field, which is optional, to enter a middle name.
4
Type in the phone number, as well as an extension, if desired.
5
Create a new password and type it in the
Password
text box and the
Confirm Password
text
box.
Note:
All new users are required to change their passwords the first time they log on.
6
Select
Password control
options by selecting each desired check box.
7
Select a profile from the
Select Profile
list. Select
User,
unless the individual should have
administrative permissions (for example, access to all functions in the Client application).
8
Select a role from the
Select Role
list.
Note:
To see the privileges available for various roles, refer to
9
Click
OK
.