Adding and Deleting a User Version 6.8
To add a
new user, log into Data Plus. From the main menu choose Administration and the following tool bar will appear.
From the
Administration tool bar select Users.
Select the user by clicking on the user id in the left column. The following
screen will appear.
ADDING A USER
Before
adding a new user, look at the record for an existing user, noting the Report Path. This information will be
needed to setup the new user. The system will automatically default in the
Logon Group. On the Application Tab the Start Up menu fields will also default
in automatically.
Step
1 Entering
the users logon information, regulating security, and assigning a password
(gray User tab).
To add a
new user click on the gray User
tab at the top of the screen. Then select New.
User ID: Give the new user a unique
character id (up to 16 characters). All reports will be stamped with the first
3 letters of this user id, so user initials are suggested.
Group/Logon Group: To fill in this field, click on
the drop down box (gray box with a down arrow) to the right of the field. A Group Selection box will appear.
Highlight the group named Client
and click on the Select button.
Name: Type in the users name. This name will appear on the list of users
names for this database
Report Path: Any print files that a user
does not delete will be saved in the directory entered here. Verify that this
directory exists and be sure to put a backslash \ at the end of the path. For
instance: c:\temp\
Prior Months Post: If you
wish to restrict the number of months a user can post to a previous period,
enter the number of months here. For example, entering a 1 would allow a user
to post only 1 month into the past.
Future Months Post: If you
wish to restrict the number of months a user can post to a previous period,
enter the number of months here. For example, enter a 2 and this would allow a
user to post up to two months into the future.
Password Expires: Leave this field blank if you
do not wish to have a users logon expire blank. Or if you wish this users
password to expire on a specific date, specify the date in this field. For example enter 12/31/05 if you wish to
have the users password expire on December 31, 2005.
Max Logons: Enter the number of times that
a user can log in simultaneously. For instance, if max logons = 2 then the user
could run Data Plus on two workstations at once. If you leave the max logons =
0 (zero), there is no limit to the number of logons they can have.
Change
Password: This
allows you to enter a new password or change an existing password for the user.
Note that passwords are case sensitive. Click on the Change Password box and
you will be prompted to type in your password. Press the <ENTER> key. At
the prompt, re-enter the password. If there is a typo the system will ask you
to enter the password from the beginning. (Note: you can change an existing
users password by following this same procedure.)
Access Group and Security: This sets the users access rights.
Click on the Security button to view
the setup screen. To give a user unrestricted access, simply double click on
the first row HSY MAIN SYSTEM MENU.
The word OK appears in the Access column. Click on the button OK to return to the User screen. For more detailed
information on setting up full or limited security by user logon see the
technical note Setting Up Security in DPHS. Below is a sample screen shot
below of the items listed when you click on the Security button:
Once
you have finished Step 1 (entering the users logon information, regulating
security, and assigning a password) you must click on Save
Step
2 Choosing
a startup application for each user (gray Application tab)
Click
on the gray Application tab. Refer
to your notes on an existing user. Otherwise, the system will
default
in the fields as seen below. The settings described below will allow a user to
login directly to the
Data
Plus main menu.
Startup:
Enter hsy
in the first Startup field. Hsy represents the main Data Plus menu.
Using the drop down arrow, select Frame for the next field.
In the third field, click on the next drop down
arrow. This will bring up the Objects
menu as seen below left.
Click on HSY-Main Menu New and then Select. If the objects screen shows
anything other than Frame under
the object-name column, click on Filter which will bring up the Object Filter screen as seen below.
In the Application
field select hsy. In the Types: menu, click on Frame and click on OK. This will return you to the Objects screen where Hsy-Main Menu New should now appear on
the screen. Highlight Hsy-Main Menu New
and click on Select.
The remaining Application fields such as Logout,
Hot Menu, and Design App are currently not used.
Click on Save.
NOTE: If you wish for a user to
login directly to one application, such as Accounts Payable, please contact
Data Plus support for assistance 978-888-6300 x3, or support@dphs.com.
Step 3 - Limiting users by
property for Multi-Property databases only. (gray Notes tab)
If this is a multi-property
database and you wish to restrict a user's access to only one property, then
click on the gray tab "Notes."
Type the property id for which you wish to grant access
preceded by "property=".
Thus, if the user should only have access to the data for Property 01, the
first line of the Notes section
would read "property=01".
There should be no spaces between words on this line and no return characters.
DELETING
A USER
To
delete a user:
On
the left hand side of the screen, select the user you wish to delete.
Click
on Delete at the right. A warning
message will appear asking if you are sure you want to delete this user.
Select
Yes.
When you are finished adding,
deleting, editing users:
Click on Exit to return to the Administration
menu.
Click
on Exit to close the Administration menu.