Users

Adding a New User

1. Click the Add User button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Change the Password link to specify a password.

4. Click the Save and Close button to save the user.

The new user is a member of the Users group and has a limited account. The Administrator can edit the user and change the account type.

Editing a User

1. Select a user in the viewer and click the Edit button on the toolbar. The User Editor opens.

2. Modify the user details and click the Save and Close button to update the modifications.

Deleting a User

1. Select a user in the viewer and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected user is deleted..

Note that removing a user removes any related records linked to that user.

Assigning Roles

Each user can be assigned roles. The user is then authorized to perform tasks that are assigned to the role.

1. Right-click a user in the viewer. Select Role assignment from the context menu. The Role assignment Editor opens.

2. From the Entities available to assign list select the roles and move them to the Entities assigned list. Use the > button to the move the roles.

3. Click the Save and Close button to save the details.

Unassiging Roles

1. From the Role assignment Editor, select the roles from the Entities assigned list and click the < button.

2. Click the Save and Close button to save the details.

These operations are available only to Administrators.

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