User List

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User List

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The User List is used in conjunction with security and audit trail features. By creating a user list, users have to log in to the program. Each action performed can be traced within the program and reports prepared showing what was changed, by whom, and when.

 

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The first entry must be a level 1 entry, so be sure you set up a person you intend to have all rights to the program first.

 

Quick Steps

1.

Click Setup in the toolbar.

 

2.

Locate the Practice Information section and click Set up users.

 

3.

Click New User or press F8.

 

4.

Enter a user login name, such as the person's first name. These names are case sensitive.

 

5.

In Name, enter the user's full name.

 

6.

Create a password for this user.

 

7.

Select the security level for this user. See Setting Up Security.

 

Follow the above steps for each program user.

 

Full Instructions

Click Setup in the toolbar.

 

Locate the Practice Information section and click Set up users.

 

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Click New User or press F8.

 

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In the User Log In field, enter a user name, such as the user's first name or a nickname. This is the name that is used when the user accesses the program. Remember, the User Name is case sensitive.

 

In the Name field, enter the user's full name.

 

Enter a password for this user. This password is also required when the user logs in to the program.

 

Select a level for this user. This correlates with the Security tables and determines what tasks the user is permitted to perform while working in the program. See Setting Up Security.

 

See also User Log In and Setting Up Security.

 


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